Job Details

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 creation and education
• Mentoring and educating staff

Qualifications

• Chartered Financial Analyst (CFA)
• Bachelor's Degree
• MBA (preferred)
• Series 65 (preferred)
• 10-15+ years of Investment and Portfolio Management Experience