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Job Description
Bring investment insights to life by transforming market data into actionable portfolio strategies. In this role, you’ll partner with clients and internal stakeholders to deliver asset allocation guidance, investment analysis, and reporting that drives informed decisions and strengthens long-term relationships.
Core Responsibilities
Researches client needs and provides internal partners and clients with asset allocation, portfolio construction, and investment analyses. Develops supporting documentation and meets with clients to deliver findings and recommendations.
Collaborates with internal investment, finance, and sales partners to respond to investment-related questions or requests from clients and prospects. Travels with internal partners to p...