Summary
Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy researching portfolios and markets, creating and maintaining investment collateral, and supporting the overall investment team.
Goals
- To understand, articulate and emulate the firm's purpose and core values
- To become an integral part of the FV team, culture, and workflow
- To enhance our existing investment offerings through diligent research and analysis
Roles & Responsibilities
- Develop new investment ideas and portfolios
- Manage portfolio holdings and research replacements
- Review quarterly earnings calls
- Present ideas and trends to investment team
- Regularly review current holdings and asset allocations
- Manage fund wholesaler relationships
- Participate in client meetings as the Investment Guru
- Research alternative investment solutions for Ultra High Net Worth
- Create investment tools and research for advisor and client education
- Participate in Quarterly Best Execution Committee meetings
- Run Monthly Investment Committee meetings
- Prepare monthly/quarterly Client newsletter on markets
- Review QL 401k models and outside 401k recommendations
- Supervise cost-basis analysis for incoming and existing accounts
- Supervise creation of investment materials for client meetings
- Supervise the creation and maintenance of all investment collateral
Success Criteria
- Abide by firm's golden rules
- Deliver accurate output in a timely manner
- Develop a follow up and task completion system
Requirements
- Certified Financial Analyst (CFA)
- Bachelor’s Degree
- Series 65
- MBA (preferred)
- 10-15 years of investment experience
- Attention to detail, organized, well-spoken, and strong analytical skills
- Ability to thrive in a fast-paced environment
Job Type: Full-time
Pay: $135,000.00 - $175,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Physical Setting:
Schedule:
- 8 hour shift
- Monday to Friday
Education:
Experience:
- Finance: 10 years (Required)
Work Location: In person
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