#2248

Portfolio Strategist / Investment Research

Dallas, TX, United States

Multi-Billion AUM Financial Services Firm

Overview

Multi-Billion AUM Financial Services Network is seeking a Portfolio Strategist to ensure Advisors and their clientele have access to competitive investment solutions across asset classes, with a focus on alternatives.

Opportunity to lead research, due diligence, and portfolio construction a Chair the Investment Committee.

Highlights

  • Lead the RIA Investment Committee, vetting high-quality investment strategies, and conducting quarterly reviews with recommended strategies, including SMAs, strategist models, OEFs, ETFs and alternative structures
  • Provide actionable research related to capital market, manager research and portfolio construction
  • Communicate and educate 100+ teams of Advisors nationwide with regards to the attributes of best-in-class investment choices to drive adoption of managed platforms.
  • Extensive contact with Advisors assisting with investment strategy selection, portfolio construction and general capital markets questions.

Requirements

  • 7+ years of industry experience, including 3+ years of investment research, manager due diligence, or product-selection experience
  • 3+ years of direct advisor-facing experience




About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.