43 results for Portfolio Strategist Jobs

Responsible for providing customized asset allocation and portfolio construction advice to international financial advisors and UHNW clients, meeting directly with clients to drive net asset growth, forming strategic partnerships within the firm, producing investment content, and collaborating with ...

Responsible for executing business strategy for Technology Equity strategies, working with portfolio managers and sales teams, creating investment commentaries, maintaining marketing materials, completing RFPs, and engaging with clients and prospects.

About This RoleThe Fundamental Equities team is seeking a Vice President / Director to help execute our business strategy with a focus on Technology Equity strategies. This is a commercial and technical role which operates at the intersection of our equity portfolios and clients. It requires a high ...

OverviewThis is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.This position partners with Wealth associates on the management of large institutional investment clients. Acts as a liaison between the Capital Management Group (CMG...

OverviewThis is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.This position partners with Wealth associates on the management of large institutional investment clients. Acts as a liaison between the Capital Management Group (CMG...

Job Reference #313399BRJob TypeFull TimeYour roleIn an effort to provide more seamless access for our wealthiest clients to our most differentiated products and capabilities, UBS recently announced the creation of a new “Ultra High Net Worth (UHNW) Plus” client segment and the launch of an enhanced ...

Support a senior portfolio strategist in delivering customized portfolio construction advice, conduct in-depth portfolio analysis, produce presentations on asset allocation and portfolio construction, develop fluency in portfolio construction, cultivate knowledge of platforms and product offerings, ...

Job Overview: We are currently seeking a highly skilled Senior Trader/Portfolio Strategist to join our team. This role offers an exciting opportunity for a professional to execute transactions for advisors and strategies across a broad spectrum of asset classes, including Fixed Income, Equities, ETF...

Kershner Trading Group and SMB Capital, a joint venture of leading proprietary tradingand technology firms with offices in New York, Austin, and Chicago, are seekingExperienced Quantitative Portfolio Managers / Strategists for the U.S. equity market andCrypto currency.Kershner Trading Group / SMB Ca...

Responsible for delivering customized portfolio construction advice to financial advisors and ultra-high net worth clients, conducting in-depth portfolio analysis, producing presentations on investment strategies, developing fluency in portfolio construction across asset classes, and collaborating w...