Job Description
Position Summary
Areas of focus will be on custom allocation strategies, strategic asset allocation policy, capital market assumptions, and authoring thought leadership pieces on topics relevant to institutional and high net worth investors. You will work directly with our Client Investment Officers to support our clients and prospects by providing strategic research and advice formulated through complex quantitative analysis.
Major Duties
- Lead the process of evaluating and developing client communication and documentation as appropriate for clients given risk tolerance and preferences, funding and income needs, and current market environments.
- Work with the Client Investment Officers and Strategist team to analyze and implement overall portfolio structure, utilizing knowledge of economic, financial market conditions and risks in conjunction with the client’s objectives, needs and specifications.
- Help ensure client satisfaction by w...
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