Investment banker • rochester ny
As a Portfolio Strategist, you will be an investment professional responsible for representing Manning & Napier's investment strategies and capabilities to clients and prospects.You will act as an ... Show more
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The opportunity is to support RBC USWM field and management in growing the cash and lending business by serving as the key contact for financial advisors and their clients.The Wealth Management Ban... Show more
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Monday – Saturday with a day off during the week.Branch hours are Monday, Thursday & Friday 9:00 – 5:00 , Tuesday & Wednesday 9:00 – 4:00 , and Saturday 9:00 – 1:00 Must be flexible to meet cur... Show more
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Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment ... Show more
The average salary range is between $ 102,000 and $ 222,200 year , with the average salary hovering around $ 165,000 year .
As a Portfolio Strategist, you will be an investment professional responsible for representing Manning & Napier's investment strategies and capabilities to clients and prospects. You will act as an integral part of the sales and service process and possess deep knowledge about the investment strategy, portfolio positioning, and rationale for specific holdings within the portfolio. This knowledge enables the Portfolio Strategist to credibly represent the portfolio process to key clients, including consultants, advisors, institutions, and direct client relationships. You are generally not responsible for maintaining any client, prospect, or intermediary relationships on their own; instead, they work side-by-side with our sales professionals to meet client needs. However, at certain times and for specific key relationships you may be the lead relationship professional. You will serve as the firm's primary spokesperson for the assigned products and must develop and maintain a strong knowledge of product features, including investment, operational, and competitive aspects.
You will collaborate with the Product Manager to develop messaging and content for their respective investment strategies. You will also actively engage in portfolio management discussions with the investment team, with a focus on conveying this information effectively to colleagues, prospects, clients, and intermediaries. You must have a strong understanding of the markets and be perceived as a credible investor from both a fundamental analysis and macroeconomic perspective.
Compensation: $115-125k expected base salary; additional incentive compensation expected
