Equi

Financial Planning and Analysis

• Own the day-to-day investment operating rhythm for client portfolios, including proposal workflow, portfolio reviews, trade and rebalance coordination, manager implementation, liquidity windows, and follow-through with advisors, operations, and compliance.
• Own the investment proposal process for prospects and existing clients, translating account statements, goals, constraints, risk tolerance, and advisor notes into clear recommendations.
• Build client-ready investment materials that explain the recommended portfolio, role of each allocation, key risks, implementation steps, and expected monitoring cadence.
• Develop and maintain Vectis portfolio construction frameworks, model allocations, manager rosters, rebalancing guidelines, and house-view strategy work for the RIA/MFO client base.
• Prepare and oversee client portfolio trade lists, rebalances, subscriptions, redemptions, and implementation instructions in coordination with advisors, operations, and compliance.
• Present manager recommendations, portfolio construction views, and monitoring updates to the investment committee with clear recommendation logic and risk framing.

Investment Strategist – Investment Director