jazzhr
Client Portfolio Manager
Advyzon
Lisle, USA
Full-time
Senior Level
Onsite
USD 125000-125000 yearly
Discovered 1 weeks ago
Free
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- Swiftly gain strong understanding and user proficiency of the Advyzon tools, custodian platforms, and other investment analysis tools
- Gain extensive knowledge of AIM investment management approach and strategies with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
- Gain strong knowledge of third party strategists and strategies on the Nucleus platform with strong ability to communicate that knowledge to financial advisors, colleagues, and other stakeholders
- Contribute to Client Portfolio Management team knowledge base, especially third party strategists and strategies
- Develop and enhance knowledge of financial markets, investment products, asset allocation, manager selection, and tax optimization in helping financial advisors transition assets on to AIM TAMP
- Assist advisor complexes and advisors in book-level mapping of current accounts to desired investment solutions on AIM TAMP
- Assist advisors in account-level casework to target desired asset allocation target, conduct robust manager selection, and make proposals for current and prospective clients
- Assist advisors in tax-optimization during account implementation and beyond
- Communicate effectively with investment team, business development team, operations team, and development team
- Contribute to the enhancement of AIM technology and AIM communications and marketing and supporting collateral
- Report to Head of Client Portfolio Management
- Take additional direction from Senior Client Portfolio Managers
- Bachelor’s degree
- 7+ years of investment experience
- CFA or CFP certifications preferred
- Prior experience communicating with financial advisors
- Knowledge of financial markets, asset allocation, manager selection, portfolio construction, and tax-efficient investment considerations
- Comfort learning and communicating quantitative concepts
- Excellent communication skills, both written and verbal
- Proficient in Excel and PowerPoint
- A focused, dedicated, and entrepreneurial personality
- Strong analytical and relationship-building skills
- Ability to work under pressure
- Robust time management and organization skills
- Team player approach looking to meet individual goals while also enhancing overall value proposition of the Client Portfolio Management team and AIM
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