Talent.com
Horizon Investments
Portfolio StrategistHorizon Investments • Charlotte, NC, United States
Portfolio Strategist

Portfolio Strategist

Horizon Investments • Charlotte, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Portfolio Strategist

The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and overall client support. The Portfolio Strategist will be the primary interface between Horizon's Investment Management team and their consulting clients; therefore, part of this role is communicating with clients on behalf of IM team and integrating Horizon strategies in customized portfolios while also advocating internally for interests of the consulting clients. This role requires a deep background in investment management to be able to communicate market views, allocation positioning, and an in-depth knowledge of Horizon's investment strategies.

Horizon's Portfolio Strategy Group supports the firm's largest financial advisory clients through its Outsourced Chief Investment Officer (OCIO) offering. The team provides custom portfolio solutions, market research and practice management support to help foster the growth of their clients.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  1. Effectively communicate Horizon's investment solutions and process to financial advisors with the goal of growing assets under management for the business.
  2. Provide allocation input, recommendations, research, and ideas into client portfolios.
  3. Evaluate a prospective client's needs and creatively find a solution that most effectively meets their requirements.
  4. Analyze and evaluate client requests regarding portfolio analysis and positioning of proposed solutions.
  5. Articulate capital markets analysis to clients while also staying current on market events to provide clients with intelligent research.
  6. Be the primary investment lead in meetings with current and prospective clients.
  7. Provide scheduled and ad-hoc updates (both written & verbal) on all aspects of the product area including strategy, process, positioning, performance, markets, etc.
  8. Incorporate Horizon strategies into customized client portfolios that are consistent with a goals-based approach to investment management.
  9. Communicate investment strategies internally with the goal of informing the Investment Management team of relevant competitors or opportunities in the marketplace.
  10. Respond in a timely manner to client and prospect requests.
  11. Participate in Investment Management team meetings.
  12. Adhere to and demonstrate Horizon's corporate values on a consistent basis.

Competencies

  1. Outstanding analytical skills with a demonstrated ability to analyze funds, investment methodologies, and asset classes.
  2. Strong interpersonal skills with the ability to build and maintain relationships.
  3. Flexible communication skills: verbal acuity and writing proficiency, ability to listen to clients, capable of "translating" from investment-speak to financial advisor and/or end client language.
  4. Exceptional organization and prioritization skills.

Required Education and Experience

  1. Bachelor's Degree with a business, math, finance or economics or similar emphasis
  2. CFA Designation

Preferred Education and Experience

  1. A strong knowledge of asset allocation modeling and economic analysis is highly beneficial. Familiarity with multi-asset investing and financial market analysis is valued.
  2. Demonstrated ability and experience with investment activities including manager and strategy research, portfolio construction and implementation, portfolio measurement and monitoring, and investment policy statement construction.
  3. Client-facing experience is a plus.
Create a job alert for this search

Portfolio Strategist • Charlotte, NC, United States

Similar jobs

Chief Product Strategist

ConfidentialCharlotte, NC, United States
Full-time

Forward-thinking organization specializing in blockchain interoperability solutions.Information Technology and Services.The Company is in search of a Chief Product Strategist to spearhead the devel... Show more

 • Promoted

Portfolio Manager - Sponsor Finance

Atlantic Union BankCharlotte, North Carolina, United States
Full-time

We are building a dedicated Sponsor Finance vertical within our Commercial Bank and are seeking a Portfolio Manager - Sponsor Finance to play a key role in its development.This is a unique opportun... Show more

 • Promoted

Portfolio Strategist

Horizon InvestmentsCharlotte, NC, USA
$85,000.00 yearly
Full-time
Quick Apply

The Portfolio Strategist is an investment management role supporting Horizon's consulting clients.The primary responsibilities of this role include portfolio construction and monitoring, manager du... Show more

Remote Financial Planning & Analysis Manager - AI Trainer ($50-$60 per hour)

Data AnnotationStatesville, North Carolina
$50.00 hourly
Remote
Full-time +1

DataAnnotation is committed to creating high-quality AI.Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own&nbsp... Show more

 • Promoted

CLO Portfolio AdministratorCategoryBanking OperationsJob Id2026-0013539LocationCharlotte, NC,

US BankCharlotte, NC, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

CLO Portfolio Administrator

U.S. BancorpCharlotte, NC, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionStatesville, NC, US
Remote
Full-time +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require .... Show more

 • Promoted

Rheumatologist Opportunity | Lake Norman, NC | 2-Year Guarantee + Bonus

Iredell Health SystemStatesville, NC, US
Full-time

Iredell Health System is seeking a.Board-Certified Rheumatologist.Lake Norman region of North Carolina.Youll join a respected community-based health system with strong primary care support and acce... Show more

 • Promoted

Remote Financial Analyst

Micro1Statesville, North Carolina, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform.AI lab... Show more

 • Promoted

Vice President of Portfolio M & A

ConfidentialCharlotte, NC, United States
Full-time

Vice President of Portfolio M & A.Venture Capital & Private Equity.The Company is in need of a Vice President of Portfolio M&A to lead and execute M&A transactions for its portfolio companies.The s... Show more

 • Promoted

Portfolio Analytics, Senior Associate

BaringsCharlotte, NC, United States
Full-time

Portfolio Analytics, Senior Associate.At Barings, we are as invested in our associates as we are in our clients.We recognize those who work diligently for us and reward them for personal and profes... Show more

 • Promoted

Associate Credit Portfolio Management

Trimont LLCCharlotte, NC, United States
Full-time

Associate Credit Portfolio Management.Founded in 1988, Trimont is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure... Show more

 • Promoted

VP, Collections Digital & Mail Contact Strategy Leader

Synchrony FinancialCHARLOTTE, North Carolina, United States
Full-time

The VP, Collections Digital and Letter Contact Strategy role will lead collections contact strategy development and analytics for Synchrony’s digital (mobile app, email, text) and letter channels, ... Show more

 • Promoted • New!

Restaurant Delivery - Sign Up in Minutes

DoorDashTroutman, NC, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety o... Show more

 • Promoted

Commercial Credit Underwriting Portfolio Manager 2

First National Bank of PennsylvaniaCharlotte, North Carolina, United States
Full-time

Make a difference - for us and for your future.Commercial Credit Underwriting Portfolio Manager 2.Commercial Credit Underwriting Portfolio Manager Team Leader.Responsible for managing a designated ... Show more

 • Promoted

CLO Portfolio Administrator

U.S. BankCharlotte, NC, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

Senior Wealth Strategist

AssetMarkCharlotte, NC, United States
Full-time

Senior Wealth Strategist Advanced Planning.We are seeking an exceptionally talented, collaborative, and client-focused professional to join AssetMark's Wealth Solutions team as a Senior Wealth Str... Show more

 • Promoted

VP, Merchant Risk Underwriting

Synchrony FinancialCHARLOTTE, North Carolina, United States
Full-time

The VP, Merchant Risk Underwriting is a multi-functional role within the Credit Acquisition Strategy team.Primary responsibilities include designing merchant underwriting strategies and managing th... Show more

 • Promoted

Director, Business Applications - Treasury

USAACharlotte, NC, US
Full-time

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We seek to be the #1 choice for the military... Show more

 • Promoted

AVP, Portfolio Credit Manager

SynchronyCharlotte, NC, US
Full-time

This role will support credit risk management of the Travel Cobrand portfolios.You will be responsible for Credit Risk reporting and analysis with primary accountability for identifying and managin... Show more