Director, Head of Portfolio Strategy
- Employer
- Chenery Group (Retained Search)
- Location
- Eastern Pennsylvania
- Salary
- TBD
- Closing date
- Nov 19, 2020
View more
- Job Function
- C-Suite Level Management, Investment Advisor/Consultant, Multimanager Strategies, Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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A new role, the Director, Head of Portfolio Strategy:
Reports to the Chief Investment Officer and to the Chief Client Services Officer;
- In collaboration with the Chief Investment Officer (CIO):
- Participates in investment methodology evolution, consistent with firm investment philosophy;
- Contributes to development of strategic and tactical asset allocation strategies;
- Creates and evaluates diversified model investment portfolios;
- Develops macro and security specific investment research;
- Participates in external manager analysis, selection and oversight;
- Works closely with client service teams to develop investment policy statements and in portfolio construction;
- Assists with management of common trust funds;
- Supports implementation of CIO directives with investment teams and directly with clients;
- Investment Committee member
- In collaboration with the Chief Client Services Officer:
- Develops and maintains multi-generational client relationships;
- Provides sophisticated wealth management and investment advice;
- Coordinates the development and implementation of investment strategies;
- Rebalances and provides regular analysis of client accounts.
Importantly, the role is a key component of a long-range planning initiative to develop a backup and eventual successor to the incumbent Chief Investment Officer.
- +10 years relevant direct ultra-high net worth wealth management experience. Direct and substantial interaction with clients is required with significant investment policy experience;
- Excellent and diverse understanding of global capital markets and economic trends.
- Deep understanding of fixed income and equity fundamental analysis, asset allocation, portfolio construction and risk management for client portfolios in a fiduciary environment;
- Extensive knowledge of investment management strategy, process and products, trust solutions, general financial and/or estate planning techniques and the ability to translate those theories and concepts for practical application in client relationships;
- Experience and high degree of expertise in portfolio management for ultra-high net-worth individuals and families, including asset allocation (traditional, alternative asset classes and other illiquid investments), and tax management;
- Sound understanding and experience with investment policy creation;
- Strong computer and math skills with knowledge of MS Word, Excel and PowerPoint;
- Bachelor’s degree in finance, economics, or similar field;
- Master’s degree in finance, economics, or similar field a plus;
- CFA®, required;
- Additional industry or role specific designations a plus. Examples include, but are not limited to CFP, CTFA™, CAIA, etc.
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