Investment Specialist
New
M
Mercer AdvisorsWealth Management
Remote, USA, Mountain or Pacific Time Zones, Monday through Friday from 8AM to 5PMFull-TimeMiddle
Salary85,000 - 100,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 3-5 years
- Required Skills
- Microsoft Excel
Requirements
- 3-5 years investment professional experience preferred, ideally in RIA or wealth management.
- Strong quantitative skills.
- Advanced Excel skills.
- Comprehensive understanding of public markets, portfolio design, and complex investment vehicles.
- Series 65 license required (or attainable within 3 months).
- Ability to work remotely and communicate effectively with stakeholders.
- Familiarity with YCharts, Morningstar, and Emoney preferred.
- Familiarity with alternative investments and factor-based investing preferred.
- CFA or CAIA designation a plus.
Responsibilities
- Provide leverage to Sr. Investment Strategists and scale investment thought-leadership across sales channels.
- Analyze prospective client investment portfolios and create customized portfolio illustrations.
- Develop thorough understanding of the firm’s investment platform and philosophy.
- Provide relevant portfolio and market insights to prepare for sales presentations and industry events.
- Represent Sr. Investment Strategist in key business partner and asset manager meetings.
- Participate in prospective and new-to-firm client meetings.
View Full Description & ApplyYou'll be redirected to the employer's site
