Robert Half International Wealth Management Strategist in San Mateo, California
If you are interested on applying for this position. Please view my Linkedin under Jayvelle Castaneda and email your resume.
Our client is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Their broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. They offer a broad platform to accommodate the evolving needs of their clients.
The Investment Strategist will primarily be involved in creating asset allocations and investment portfolios, as well as their ongoing monitoring and rebalancing. This role will require strong analytical and technical skills with respect to both data analysis and client presentations and will ultimately involve directly communicating with clients. This individual will also be expected to actively identify attractive investment strategies, as well as distribution opportunities within the Wealth Advisor Team’s existing client relationships.
Provide portfolio management and client care support to a leading wealth advisory team with approximately $1.5 billion in assets under management. Candidates should possess an expertise in the financial markets and be energized by engaging with clients and educating on their portfolio strategies and changes.
Work within a Wealth Advisor Team to create customized investment solutions; must have thorough understanding of financial markets and asset allocation models
Assist with customized reporting for the Team on a regular or ad hoc basis
Analyze portfolio characteristics and performance for client review sessions
Create presentations and proposal decks for prospect meetings
Participate in manager research/due diligence efforts
Conduct macroeconomic research and assist in articulating the firm’s cross-asset class tactical views through various publication content (whitepapers, blogs, presentations, etc.)
5+ years industry experience required; MBA, CFA, and/or other designations preferred.
Highly proficient in Microsoft Excel, PowerPoint, Word
Experience with Bloomberg, FactSet, Morningstar or other financial data provider
Experience in portfolio implementation across high net worth and institutional clients; experience working in a trust company is a plus
For details on salary and benefits, please view my Linkedin under Jayvelle Castaneda and email your resume.
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
Questions? Call your local office at 1.888.490.5461. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States.
Location: San Mateo, CA
Date Posted: February 23, 2021
Employment Type: Full-time
Job Reference: 00412-9502861949
Staffing Area: Full-Time Accounting u0026 Finance