Investment Solutions Strategist, VP

Collaborate with OCIO and CAM Relationship Managers to address client strategic asset allocation issues Develop long-term, customized client strategic asset allocation plans Prepare and present client deliverables Communicate capital market outlook and tactical positioning Coordinate with operational support team to ensure accuracy of client reporting Meet with prospective clients as part of commercial activities Requirements Knowledge of and experience working with not-for-profit and planned giving clients Investment management or portfolio management experience within a multi-asset class framework Familiarity with asset allocation and stochastic modeling platforms Understanding of investment accounting principles, performance measurement, and attribution Highly organized, deadline-oriented, and attentive to detail Strong verbal, written, and presentation communication skills Ability to build and maintain professional relationships with internal and external stakeholders Core Competencies Demonstrates expertise in developing customized client strategic asset allocation plans and investment management within a multi-asset class framework. Strong ability to communicate capital market outlook and build professional relationships with stakeholders. Highest-signal resume keywords Investment Management Experience Portfolio Management Experience Asset Allocation Knowledge Stochastic Modeling Familiarity Strong Communication Skills ATS Optimization Keywords Hard Skills Strategic Asset Allocation Investment Accounting Principles Performance Measurement Attribution Analysis Client Reporting Accuracy Soft Skills Highly Organized Deadline-Oriented Attention to Detail Relationship Building Industry Keywords Not-For-Profit Clients Planned Giving Clients Tools & Technologies Stochastic Modeling Platforms #J-18808-Ljbffr Jobtailor