Investment Strategist | Raleigh, Greensboro or Charlotte, NC

Reference Number: HRJ6982
Location: Raleigh, Greensboro or Charlotte, NC

Judson Group has been retained by an independent, multi-billion-dollar trust company 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 supports the firm’s Wealth Advisors on business development and client servicing needs.

The ideal candidate has strong knowledge of alternative investments and excellent presentation skills.

Responsibilities:

  • Manage the firm’s relationships with alternative investment providers.
  • 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.
  • Serve as the primary liaison for the firm’s alternative investment providers.
  • Participates in client/prospect meetings and investment committee meetings.

Requirements:

  • Bachelor’s degree required; Advanced degree highly preferred.
  • CFA preferred, CAIA a plus.
  • 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, Greensboro or Charlotte, NC

Reference Number: HRJ6982

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