Softcard (acquired by Google)

Senior Portfolio Advisory Consultant

Softcard (acquired by Google)

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Senior

About the role

  • The Portfolio Advisory works very closely with WMI Distribution to deliver portfolio reviews and insights to the advisor community.\n
  • The Portfolio Advisory Specialist will provide thoughtful insights and analysis that can materially improve portfolio outcomes for Financial Advisors and Home Offices.\n
  • Responsibilities of the Role: Consult with top advisory teams on improving their portfolio construction process by helping them create new models or improve existing models and ensuring their portfolio positioning aligns with their objectives.\n
  • Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with clients.\n
  • Synthesize complicated portfolio analytics to provide relevant, digestible insights and actionable takeaways for clients\n
  • Leverage IIS’s proprietary investment (including capital market assumptions, macro regime analysis, investment due diligence, trends in advisor portfolios) and portfolio risk & analytic capabilities (Vision)\n
  • Build strong relationships with your assigned distribution partners by acting as a flexible and willing partner to help them build their business\n
  • Meet frequently with assigned distribution team (or teams) to communicate new thought leadership, analytic capabilities, and IIS investment content\n
  • Generate ideas and feedback to continuously improve the team’s client engagements and offer best-in-class consultations\n
  • Create effective feedback loop to ensure proper client follow up and execution\n
  • Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer.

Requirements

  • Relevant advance degrees from top academic institution desirable (e.g. MBA, Finance, Economics, etc.)\n
  • 5-7 years relevant experience working closely with wealth managers in a portfolio advisory capacity\n
  • Technical understanding of portfolio construction, asset allocation, and risk management\n
  • Interest and aptitude for continued learning and practically applying portfolio construction and optimization approaches\n
  • Highly developed communication skills and ability to synthesize and communicate complex investment concepts and ideas to investors\n
  • Experience with MSCI Barra One or Morningstar Direct a plus\n
  • Series 7 and 63/66 preferred\n
  • CFA or MBA preferred\n
  • Full Time / Part Time\n
  • Full time\n
  • Worker Type Employee\n
  • Job Exempt (Yes / No) Yes