Investment Strategist

Participate in activities for the successful development, execution, and promotion of USWM HNW capabilities.,Collaborate with financial advisors as a primary point of contact for PAG for HNW clients.,Provide high-touch service and ongoing comprehensive investment advice and guidance.,Activities related to bespoke asset allocation, investment policy statement development, investment selection, risk management, and ongoing portfolio reviews.,Coordinate with other internal wealth strategists and partners for a holistic, unified team approach.,Design complex investment solutions according to HNW client objectives (income, charitable giving, tax-efficiency).,Create and implement a proactive service model for managing relationships.,Gather, organize, and prepare investment presentations for HNW client meetings.,Perform client portfolio reviews regularly, in conjunction with or under direction of the financial advisor or internal partners.,Understand global market dynamics and assess risk/opportunity across asset classes (fixed income, equity, private alternatives).,Stay current on market trends for informed investment decisions.,Work with internal investment committee members to analyze economic/market environment and develop/communicate investment views.,Represent investment philosophy in client meetings and marketing efforts.,Communicate market and economic perspectives to clients via presentations, publications, or product-oriented marketing programs.,Relate key market developments to managed portfolio positioning for clients.,Assist in the design, implementation, and ongoing enhancement of the firm's strategic asset allocation framework.,Work with internal partners to ensure consistent delivery/knowledge of asset allocation framework.,Create educational and marketing materials around the firm's strategic asset allocation framework, including client-approved commentary.,Provide timely and thoughtful responses to financial advisors seeking advice on asset allocation and multi-asset portfolio construction.

Bachelor's degree, preferably in Finance or Economics.,10+ years financial industry experience.,5+ years of experience as an investment strategist or similar role.,FINRA Series 7 and 66 licenses.,Previous experience working with financial advisors.,Exhibits wealth management and investment products expertise including equities, fixed income, and alternative investments.,Effective problem identification, analytical and resolution skills.,Ability to distill complex or detailed financial information into key points and a recommendation.,Knowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reporting.,Strong ability to interact with all levels of staff and maintain relationships.,CFA®, CAIA®, or CFP® designation or working to obtain (Nice-to-have).,2+ years HNW client experience (Nice-to-have).,Portfolio management experience (Nice-to-have).,Experience in investment performance and risk analysis, particularly multi-asset portfolio management (Nice-to-have).,Experience recommending and researching private investment opportunities and how they fit into a well-diversified high-net worth portfolio (Nice-to-have).

Bachelor's Degree