Portfolio Strategist Job Description

Portfolio Strategist Job Description

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Portfolio strategist provides guidance and leadership within the organization and ability to influence at all levels to gain required outcomes.

Portfolio Strategist Duties & Responsibilities

To write an effective portfolio strategist job description, begin by listing detailed duties, responsibilities and expectations. We have included portfolio strategist job description templates that you can modify and use.

Sample responsibilities for this position include:

Enhance client relationship by understanding client investment needs and proposing solutions to improve portfolio characteristics
Interpret liability analyses in order to create custom solutions
Create and manage custom benchmarks solutions
Understand and adapt to pension accounting and regulatory changes
Presentations to clients and consultants
Partner with sales and relationship managers, marketing, and other key stakeholders to promote and support the commercial growth of the MP&S business
Be responsive to sales and client requests and queries, including supporting/attending client meetings and presentations
This London based role will be exposed to a variety of investment products, asset classes and client types
Develop and maintain relationships with external clients
General support of MPS offerings, in particular across our Research Model product line

Portfolio Strategist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Portfolio Strategist

List any licenses or certifications required by the position: CFA, PMI, PMP

Education for Portfolio Strategist

Typically a job would require a certain level of education.

Employers hiring for the portfolio strategist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in MBA, Finance, Economics, Management, Business, Engineering, Accounting, Education, Statistics, Mathematics

Skills for Portfolio Strategist

Desired skills for portfolio strategist include:

Ability to utilize the tools
Techniques
Ability to assess and manage investment exposures to market risk
Ability to help an organization adapt to applicable federal
Ability to leverage that information in creating customized customer solutions
Ability to use quantitative tools and techniques to measure and analyze risks
Ability to use tools
Assess
Best practices to identify
Company-specific regulations

Desired experience for portfolio strategist includes:

Programing experience desirable
Must be a currently enrolled PhD or graduate student pursuing a degree in financial engineering, economics or any quantitative subject
Experience in a clinical setting (hospital, primary care, specialty)
Working knowledge of clinical data types and data sources (Claims, Rx, Labs, CCD, ) and data standards (CDISC)
Understanding of industry regulation and familiarity with accrediting agencies and government agencies (NCQA, NQF, CMS)
Good understanding of CVA and FVA analytics knowledge of derivatives products across asset classes would be beneficial but isn't a necessity

Portfolio Strategist Examples

1

Portfolio Strategist Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of portfolio strategist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for portfolio strategist
  • Conduct research and develop written content and marketing materials in support of prospect development and client relationships management in the US
  • Oversee regular collateral production for client mandates
  • Undertake comprehensive due diligence on each potential client opportunity, in collaboration with R&D teams
  • Provide extensive thought leadership in the development and implementation of the wealth management investment strategy for affluent clients and prospects
  • Proactively identify portfolio management opportunities that address affluent clients' portfolio management needs, factoring in current market conditions
  • Factoring in affluent clients/prospect overall financial planning goals, assist the advisor in developing and presenting investment ideas and portfolio recommendations
  • The Product Strategists and Portfolio Designers manage the GM relationship for the line of business they support and set best in class standards for product strategy based on insights and analytics
  • Work through ambiguity to independently design and manage multiple end-to-end, enterprise-level processes that remove customer-facing content and customer service agent-facing procedures across a variety of systems
  • Conduct stakeholder interview sessions with cross-functional system and business owners to identify and compile the set of existing policies and procedures that will be included in product migration efforts
  • Navigate core technical systems to outline and prioritize features, functionality and/or procedures to be implemented
Qualifications for portfolio strategist
  • Strong foundation in financial theory, current market knowledge
  • An inquisitive nature, strong communication and negotiation skill are required to effectively obtain business requirements and approvals from various stakeholders
  • Significant investment management and cross asset class knowledge with product and sales/client servicing and support experience
  • Min Bachelor’s degree or equivalent with relevant post graduate experience in an investment management or related firm
  • Experience from a product specialist, relationship management or sales support background
  • Collaborative and cooperative approach to tasks with disciplined organization and project management skills
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Portfolio Strategist Job Description

Job Description Example
Our company is searching for experienced candidates for the position of portfolio strategist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio strategist
  • Generate high-quality testing plans to ensure coordination and defect-free implementation
  • Adhere to process quality controls by following core operational procedures
  • Partner daily and build strong relationships with Marketing Operations, Card Processing Center, Customer Service, Business Risk, and Portfolio Strategy
  • Foster the knowledge base and gain the skills and confidence to articulate fixed income concepts and strategies in a pro-active manor with advisors
  • Cultivate the understanding and develop/present fixed income portfolio and individual trading ideas and recommendations to advisors their affluent clients
  • Develop the ability to identify current fixed income engineering trends and understand how these new concepts, whether they are structured, payment, or cash flow, may affect our affluent client’s portfolio performance
  • Demonstrate a deep understanding of fixed income products and the confidence to articulate fixed income concepts and strategies in a pro-active manor
  • Identify relative value opportunities and trade ideas to assist advisors create and manage their individual bond/fixed income portfolios
  • Ensuring that a technology test strategy is in place to support the full initiatives delivery
  • Responsible (in partnership with Operations Test Mgr) for ensuring governance of test plans for all streams and all sub-LOBs (and utilities) aligned to test strategy, traceable back to requirements and aligned to implementation plans
Qualifications for portfolio strategist
  • CFA (or progress towards the charter) preferred
  • Comfort in presentation formats ranging from webex to in-person presentations at smaller groups and venues
  • Ability to creatively and proactively support MAS’s client relationship management and capital raising activities in the US
  • Ambitious work ethic and professional disposition, attention to detail, drive for perfection
  • Intellectual curiosity and interest in markets
  • Presence, maturity and credibility to effectively represent the business internally and externally
3

Portfolio Strategist Job Description

Job Description Example
Our innovative and growing company is looking for a portfolio strategist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for portfolio strategist
  • Responsible for ensuring governance and oversight of test execution, defect management, reporting and escalation to meet overall plan objectives (Individual component teams are expected to plan, prepare and execute testing and feed into governance)
  • Coordinate the set-up and oversight of testing across various LOBs in line with the Regulatory Portfolio Test strategy
  • Build capabilities to manage cross stream dependencies, regression testing, test cycles using all change methodologies, data governance
  • Effective stakeholder management to ensure rapid issue resolution and escalation
  • Work with Portfolio Managers on Liability Driven Investment strategies
  • Analyze existing portfolios and develop investment and risk management solutions
  • Work on asset allocation, portfolio construction, and risk budgeting for large Institutional Fixed Income Portfolio’s
  • Present new liability investment ideas directly to internal and external clients
  • Contribute to research and author articles on liability driven investment strategies
  • Researching local market demand and localizing quant equity products
Qualifications for portfolio strategist
  • Bachelor’s degree in Finance, Economics, or related discipline or its foreign equivalent plus 8-10+ years of progressive experience analysing financial market though a quantitative lens
  • Strong analytical, communication, and interpersonal skills are critical as the candidate will be required to work as a team player on a highly visible and demanding global investments team
  • Experience with some higher level data analysis & manipulations tools (Python, Matlab, R, ) highly useful
  • Accuracy, precision, and attention to detail are needed, ability to work under pressure
  • Enthusiasm for working with data, especially large financial data sets, automating calculations
  • Possess the ability to quickly understand complex or ambiguous issues
4

Portfolio Strategist Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of portfolio strategist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio strategist
  • Responsible for ensuring governance of test plans for the LoB aligned to test strategy, traceable back to requirements and aligned to implementation plans
  • Defined and execute best in class testing governance, within the LoB, aligned to overall programme
  • Coordinate the set-up and oversight of testing across the LOBs in line with the Regulatory Portfolio Test strategy
  • Responsible, within the LoB, for ensuring governance and oversight of test execution, defect management, reporting and escalation to meet overall plan objectives (Individual component teams are expected to plan, prepare and execute testing and feed into governance)
  • Partner with the other LoB Test Leads to manage cross stream dependencies, risks and issues, test cycles and data governance
  • Effective LoB stakeholder management to ensure rapid issue resolution and escalation
  • Prepare write ups on proposed additions/deletions to the assigned portfolios
  • Deliver the value proposition of Portfolio Solutions – position resources, capabilities and services to exponentially increase demand for the consulting platform through group presentations and individual meetings
  • Provide feedback with respect to ideas for new content and initiatives that can increase adoption or repeat usage of consulting
  • Respond to client consulting requests by crafting robust, customized analyses
Qualifications for portfolio strategist
  • Strong programming and modeling skills with the ability to apply computer technology to financial research is strongly desired
  • 4+ years of experience in an asset management or financial management company in an analytical or sales position
  • Good business sense and strong understanding of the sales process
  • Strong writing and organizational skills coupled with the ability to work effectively in results-driven, deadline oriented environment
  • Real estate market knowledge, including typical practices and terms
  • Proactive, with ability to obtain necessary information and influence others, at all levels in the organization, in a tactful way without direct authorities
5

Portfolio Strategist Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of portfolio strategist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for portfolio strategist
  • Support USWA initiatives to create an Investment-Centric, Portfolio Construction-Centric and Consultative Selling Culture – partner with sales to socialize best practices across geographies and channels
  • Writing for the firm’s flagship publications, blogs and other reports which will involve working closely with the CIO and investment management teams
  • Developing presentation materials to support SAS’s capital markets strategy calls
  • Developing presentation materials to support SAS’s retail and institutional marketing activities
  • Developing capital market insights and the economic environment analysis which will then be communicated to the sales force, advisors and other business partners through different mediums such as blogs, white papers and presentations
  • Developing and maintaining analytic tools to identify cross asset dislocations, risks and opportunities
  • Developing and maintaining analytic tools to analyse and identify top down investment opportunities in global markets
  • Quantitative research in developing investment models across all asset classes (FX, Equity, Rates, Commodity, Credit)
  • Research, develop and build proprietary technical trading indicators/models
  • Assistance in the development of user friendly tools and Graphical User Interfaces for non-programmers
Qualifications for portfolio strategist
  • Demonstrate in-depth knowledge of underlying risk and optimization models and related tools
  • 10+ years of experience in the investment management industry, ideally in an investment strategist or replication role
  • Strong academic credentials including an advanced degree in a quantitative field
  • Must have a quantitative PhD
  • Must have 2 years of market risk and counterparty risk modeling for a major bank or exchange
  • Must have advanced SQL and data analytic skills

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