Objectives of this role
- Use metrics and data visualization effectively to report portfolio performance and support decision-making at the team or organizational level
- Be an integral member of the advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
- Deliver sound investment advice and strategies based on market performance
- Develop and implement project management methodologies and best practices to build on the team's skills and abilities
- Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to company and legal standards
Responsibilities
- Manage day-to-day portfolio activities and establish working plan for each project phase
- Analyze and appraise sales methods, costs, and results
- Facilitate project reviews and checkpoint meetings
- Analyze key performance indicators to produce reports on portfolio and projects
- Escalate issues that threaten portfolio and project success
Required skills and qualifications
- Four or more years of experience in financial planning and investment
- Certification in good standing, such as CFA, CFP, or CAIA
- Knowledge of securities, insurance, and mutual fund industries
- Personal integrity and an ability to maintain confidentiality of company and client information
- Proficiency with financial planning software
Preferred skills and qualifications
- Bachelor's degree (or equivalent) in finance or related field
