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Job Description
Job: CIMD, PWM, Financial Investment Professional, Associate New York
Financial Management, Investment Mgmt, Asset Mgmt, PE, VC role
Full Time Job
Posted on: September 10, 2019
Locations: USA (New York)
Job Description:
(primary responsibilities,
reporting structure,
career path...)
We are seeking a Financial Investment Professional (FIP) who will provide support to PWAs in the implementation of new client accounts and ongoing portfolio analysis and servicing of existing clients. This is meant to be a longer-term role where you will work closely with PWAs and their clients.

HOW YOU WILL FULFILL YOUR POTENTIAL
“Chief Operation Officer” and “Chief Investment Officer” of the PWM team
Primary point of contact for select client relationships
Resource to multiple PWAs in supporting client relationships for the team
Conduct portfolio level analysis, including asset allocations and portfolio performance review presentations, as well as prepare client presentation.
Assist in the management (implementation and rebalancing) of client investment portfolios across global fixed income, equity and alternative investments.
Implement large-scale tactical and strategic asset allocation changes
Serve as a key liaison to other areas supporting PWM clients including Operations, Performance, and Compliance
Lead or participate in cross-functional group projects to improve quality and efficiency within the team
Execute equity, derivative, fixed income and mutual fund trades
Monitor equity and fixed income markets
Assist on projects related to team operations, new business development, strategic planning, product development and other marketing infrastructure issues

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach

SKILLS & EXPERIENCE WE’RE LOOKING FOR

BASIC QUALIFICATIONS
Ability to work in a fast-paced environment and think clearly under pressure
Strong interest in the financial markets and good investment sense/commercial instinct
Ability to multi-task and work with numerous colleagues and desks across the Firm
Strong verbal and written communication skills
Strong organizational and interpersonal skills
Detailed-oriented and highly organized
Strong financial modeling and presentation skills
Series 7 and 63 required (must be obtained within three months of employment)

PREFFERED QUALIFICATIONS
5+ years of investment management, investment banking or comparable experience
CPA, JD, or MBA degrees welcome, but not required
Strong leadership skills and record of demonstrated achievement
Experience working within a large professional services firm of Fortune 500 organization
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