Job Details

Summary

Foster Victor's mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios, and finding alternative investment opportunities for clients.

Goals

• To understand, articulate and emulate the firm's purpose and core values


• To become an integral part of the FV team, culture and workflow


• To be an effective problem solver


• The ability to thrive in a fast-paced, high-volume environment

Roles & Responsibilities

• Develop new investment ideas and portfolios


• Manage portfolio holdings and research replacements


• Review quarterly earnings calls


• Present ideas and trends to investment team


• Regularly review current holdings and asset allocations


• Manage fund wholesaler relationships


• Participate in client meetings as the Investment Guru


• Assist in research and management of alternative investment solutions


• Create investment tools, recommendations, and research for advisors and clients


• Participate in Quarterly Best Execution Committee meetings


• Run Monthly Investment Committee meetings


• Prepare monthly/quarterly Client newsletter on markets


• Review QL 401k models and outside 401k recommendations


• Supervise cost-basis analysis for incoming and existing accounts


• Supervise creation of investment materials for client meetings


• Supervise the creation and maintenance of all investment collateral and reports


• Assist in various internal investment audits
  
• Supervise Proxy Voting


• IPS template and education


• Mentoring and educating staff

Basic Requirements

• Chartered Financial Analyst (CFA)


• Bachelor's Degree


• MBA (preferred)


• Series 65 (preferred)


• 10-15+ years of Investment and Portfolio Management Experience