Offer summary
Qualifications:
Bachelor's degree in finance or economics, Ten-plus years of investment advice experience, CFA designation preferred, master's a plus, Securities licenses or agreement to pursue, Strong MS Office skills.Key responsabilities:
- Advise on investment structure and manager selection
- Develop investment policy statements and reviews
- Formulate risk-based portfolios and hedging strategies
- Prepare detailed client meeting materials
- Ensure confidentiality of sensitive data