Private Wealth Management Firm CFA Charterholder jobs in Full Time
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Gather & analyze data, that will help understand, evaluate industry & company trends. Build and maintain financial models & prepare research reports.
Market & macro research, analyzing third party managers, and building presentations that summarize SCS’ investment philosophy, performance, & views.
Serve as one of the main points of contact for client families in relation to their investment portfolio.
Responsible for the oversight and governance of relationships and supporting investment or regulatory related changes to the management of the funds.