The Investment Strategy Group provides customized asset allocation solutions to help clients preserve and grow their wealth. The hire will develop customized asset allocation solutions and analysis for clients, assist with research efforts, and provide asset allocation guidance to the Private Wealth Management team.
Requirements
- Strong communication skills, especially the ability to explain complex technical concepts in simple terms
- Strong inter-personal skills and a passion to engage with clients
- Attention to details, patience, and ability to multi-task under pressure
- Collaborative and teamwork oriented with the ability to follow instructions and execute with good judgement
- Independent, logical, and critical thinking, with the willingness to constantly think outside of the box
- Exceptional quantitative and analytical skills with a minimum undergraduate degree(s) in a STEM subject or quantitative field
- Proficiency in one or more programming languages (Python preferable); solid Excel and PowerPoint skills
- Ability to work in a fast-paced high-stress environment
- Highly motivated and eager to learn
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Tuition Reimbursement
- Relocation Assistance
