Senior Investment Strategist

Employer
Hengehold Capital Management, LLC
Location
Cincinnati, Ohio
Salary
• Competitive salary based on experience • Health, Life, Dental, Vision and Disability Insurance •
Posted
Jul 17, 2017
Closes
Aug 14, 2017
Employment Type
Full Time
Education
Bachelors

Background

Hengehold Capital Management LLC is a fee only Registered Investment Advisor in Cincinnati OH. We are seeking a Senior Investment Strategist to be part of our Management Team. We are an independent, employee-owned firm serving clients in 25 states. The successful candidate will lead the Investment Committee, have a key role in Client relationships and will grow into the Chief Investment Officer for the Firm.

  Office Organization

              Wealth Management Services

              Investment Research and Trading

              Client Services and Operations

              Administration, Financial Operations and Compliance

  Responsibilities Include:


Leadership

  • Oversee investment technology systems and utilization
  • Prepare written communications concerning portfolio strategy
  • Lead Investment Committee meetings with other research department members and Advisors
  • Maintain awareness of new strategies and technology that can help us better serve our clients

Research and portfolio construction

  • Manage investment philosophy and policy for the firm
  • Manage investment research team of strategists
  • Manage risk and sub asset class allocations
  • Evaluate strategist’s recommendations
  • Develop risk adjusted portfolio allocations
  • Documentation of portfolio decisions

Advisor and Client Communication

  • Collaborate with Advisors on creation of investment policy for Clients
  • Assist Advisors with questions related to trading and performance reporting
  • Active involvement in Client meetings with Advisors
  • Experience with written communication (white papers, articles, research reports) to Clients and Advisors

Trading

  • Oversee trading and operational relationships with custodians
  • Experience with ETFs, Common Stocks, Mutual Funds, Bonds and SMAs

  Qualifications

  • A CFA or CFP designation with a focus on investments and portfolio construction
  • Comfortable in a collaborative mid-sized Firm (15 team members)
  • Experience with Charles Schwab and Tamarac Advisor View and Rebalancing would be beneficial
  • Innovative, adaptive and be able to help set company direction
  • Detail-oriented with strong organizational, interpersonal and writing skills
  • Extensive Client facing experience
  • Ability to work independently and  as part of a group is critical

  Compensation and Benefits

  • Competitive salary based on experience
  • Health, Life, Dental, Vision and Disability Insurance
  • 401(k) Plan
  • Flexible work schedule including paid time off and holidays
  • Education and professional development reimbursement

Please send cover letter and resume to

Mary Anne Hengehold at info@hengeholdcapital.com

Hengehold Capital Management LLC