ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:
Performs investment research, keeping informed of developments in the investment management industry Sources new investment managers and monitors and reports on existing investment managers, with a particular focus on private market and hedge fund investments.
Provides continual evaluation of the recommendations and performance of the investment platform including the model portfolios and underlying asset classes.
Works on all investment matters acting as a thought leader to develop and implement appropriate investment policies and strategies; collaborates with CIO and other senior leaders to set strategic direction.
Plays a key role in the investment research and client service efforts for a variety of clients including individuals, trusts, and private foundations.
Conceptualizes and articulates complex financial and investment information that is tailored to client goals and values.
Analyzes, constructs and manages client portfolios, client presentation materials and other client deliverables.
Ensures a high level of accuracy and timely completion.
Works collaboratively with other team members to provide sophisticated qualitative and quantitative support in the client portfolio management process.
Works with the family’s team of FCI advisors, including Client Advisors, Financial Managers, Trust and Estate Consultants, and Tax Advisors, to determine potential consequences of investment decisions and their relationship to overall cash flow management, estate, and tax planning.
KNOWLEDGE, SKILLS AND ABILITIES:
Communication: speaks, listens, and writes clearly and effectively.
Relationship Building: values relationships, protects confidential information, treats others with respect, appreciates differences in others, volunteers and participates in company events, and builds bridges to bring people together.
Teamwork: has the poise, presence and interpersonal skills to build collaborative relationships, is committed to the goals & objectives, and takes pride in the team.
Project Management: uses tools and systems effectively, meets deadlines and budgets, coordinates resources for assigned projects, and meets objectives.
Creativity and Innovation: thinks outside the box, brainstorms for new ideas, understands the necessity of innovation, experiments with new ideas, looks beyond the “tried and true” for alternative solutions, and enjoys being part of the creative process.
Critical Thinking: ability to analyze situations, solve problems, think critically, create and make improvements.
Decision Making & Judgment: makes timely, informed decisions that take into account the facts, goals, constraints and risks.
Leadership: a leader who will challenge others thinking and long-established processes and bring idea generation and innovation to further the department’s strategic goals; earns respect and trust of others.
Researching Information: identifies, collects, and organizes data for analysis and decision-making.
Continuous Learning: sharpens skills on own time, aspires to reach higher potential, keeps commitments, attends training, stays current with trade journals/books/media, and has a plan for growth and development. Technical
Knowledge: leverages knowledge and experience.
EDUCATION, TECHNICAL SKILLS AND EXPERIENCE:
- Advanced knowledge of investment concepts, including modern portfolio theory and the ability to apply those concepts in an ever-changing and increasingly complex financial environment.
- 10+ years related experience (investment portfolios, client relationships, investment manager research and selection, asset allocation).
- CFA and/or MBA preferred.
- Strong quantitative abilities and knowledge of appropriate tools.