Investment Strategist

Researches client needs and supports the response to client requests by providing investment analyses and recommendations.
May communicate solutions and provide investment expertise to clients.
Researches client needs and supports the response to client requests by providing investment analyses and recommendations.
May communicate solutions and provide investment expertise to clients.
**Core Responsibilities**
- Researches client needs and provides internal partners and clients with asset allocation, portfolio construction, and investment analyses.
Develops supporting documentation used to communicate findings and recommendations.
- Oversees the intake process for investment-related questions or requests.
Conducts client needs assessments and recommends the allocation of internal resources to address client needs.
- Collaborates with internal investment, finance, and sales partners to respond to investment-related questions or requests from client...