Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President
Tasks
- Answer sales advisor and client questions
- Conduct competitive analysis and market research
- Create thought leadership content and marketing collateral
- Develop custom client proposals
- Drive client engagement and commercial outcomes
- Educate internal and external groups on products
- Learn investment strategies and portfolio management approach
- Partner with portfolio management to identify and design new products
- Present strategies at client meetings and conferences
- Serve as product expert for investment strategies
Perks/Benefits
Skills/Tech-stack
Client engagement | Excel | Exchange Traded Funds | Financial Analysis | Market Research | Options | Portfolio Management | PowerPoint | Separate Accounts | Statistical Analysis | Tax advantaged investing
Education
N/A
Roles
Regions
Countries
States
Cities
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