Role OverviewThe Asset Management Specialist will construct enterprise wealth management scenarios, build asset management tasks, and develop investment operations scenarios using tools such as Bloomberg Terminal, Aladdin, and Morningstar Direct. The role requires applying enterprise investment methodologies and producing reference investment policy statements and client-facing executive narratives.
What You Will Do
The main day-to-day responsibilities include constructing enterprise wealth management scenarios, building asset management tasks, and developing investment operations scenarios. The Specialist will also apply enterprise investment methodologies and produce reference investment policy statements and client-facing executive narratives.
Why It Might Be a Fit
The ideal candidate will have 5+ years of experience working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse. The candidate should have direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions.
Requirements
- 5+ years working as a portfolio manager, wealth advisor, or investment professional at a Fortune 500 asset manager, private bank, or wirehouse
- Direct ownership of F500-scale client portfolios, institutional mandates, or investment strategy decisions
- Fluency in enterprise investment tooling and methodologies, plus understanding of how F500 regulatory compliance (SEC, FINRA), fiduciary standards, and client reporting actually work
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