- Serve as the primary investment professional for Vectis RIA clients, delivering institutional-grade portfolio management.
- Own day-to-day investment operations including proposal workflows, trade coordination, and rebalancing.
- Develop and maintain portfolio construction frameworks, model allocations, and house-view strategy.
- Lead manager sourcing and comprehensive due diligence for marketable and private fund strategies.
- Prepare and present investment committee materials, manager recommendations, and portfolio monitoring updates.
- Partner with advisors to translate client goals into actionable investment proposals and portfolio changes.
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