ETF Model Portfolio Strategist, AVP

Job Purpose and Your Responsibilities:

  • You will have significant client-facing opportunities to promote ETF Model Portfolio offerings, providing timely market commentary, investment research, and informed point of views on the model landscape
  • You will engage with clients across the wealth management spectrum including all intermediary advisor-types (Wire-houses, RIAs, Independent Broker Dealers, Banks) in addition to various institutional clients, within the US and abroad
  • You will build and sustain dynamic working partnerships with our sales, marketing, product and investment teams
  • Strong communications skills for frequent external and internal presentations are required, and while you are meant to be focused on model portfolios you should have an in-depth understanding of total portfolio construction investment theory and portfolio implications, as well as, trading implementation strategies.

Skills and Qualifications:

  • Minimum 3-5 years of investment experience
  • CFA and/or MBA strongly preferred
  • Current securities licenses (Series 7 and Series 63) required
  • Clean compliance and U4 record required
  • Demonstrated experience and success within model portfolios
  • Knowledge of risk modelling techniques and strong display of portfolio construction expertise
  • Published author of a blog, white-paper, article, or other investment content preferred
  • Available for travel 50%+
  • In-depth knowledge of ETFs and other investment vehicles
  • Excellent communications skills to concisely deliver sophisticated topics and information
  • Ability to work efficiently and influence internal and external partners
  • Positive attitude with a strong team orientation, and is enthusiastic to educate other team members and clients.

Source: for more information click here.

More Information

  • Experience 3-5 Years
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Company Information
  • Specialism ETF Issuers & Providers
  • Address Boston, US
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