Investment Strategist | Greensboro, North Carolina

Reference Number: HRJ6982
Location: Raleigh or Greensboro, North Carolina

Judson Group has been retained by an independent, multi-billion-dollar wealth management firm in the search for an Investment Strategist. The firm caters exclusively to HNW families and institutional clients. As a member of the firm’s investment team, this person will assist the CIO in developing and implementing the overall investment strategy and will be regularly leveraged by the firm’s Lead Advisors as an investment expert for clients.

The ideal candidate has experience walking clients through investment portfolios in detail and excellent presentation skills. Prior experience working directly with private clients is a must.

Responsibilities:

  • Assist in the development of investment strategy for the firm’s largest individual relationships.
  • Build/maintain asset allocation analysis for clients/prospects.
  • Primary resource for portfolio analytics technology including reporting technology and client portal.
  • Participates in client/prospect meetings and investment committee meetings.

Requirements:

  • Bachelor’s degree required; Advanced degree highly preferred.
  • CFA preferred.
  • 5+ years of demonstrated investment advisory experience required.
  • Interest or knowledge in alternative investments required.
  • Strong experience working with HNW clients.
  • Exceptional written and verbal communication skills and presentation abilities.

Compensation: Attractive compensation package with base salary, bonus, and benefits

Location: Raleigh or Greensboro, North Carolina

Reference Number: HRJ6982

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