Wealth Management - Investment Strategy - Portfolio Advisory Group - Vice President

Wealth Management – Investment Strategy – Portfolio Advisory Group – Vice President

Minimum of 15 years of investment experience, ideally with a focus on public equities or private equity (including buyout, growth equity and/or venture capital)
Familiarity and experience with investments in the tech sector preferrable
Strong interpersonal skills and ability to work effectively with others
Client experience
Excellent attention to detail
Demonstrable quantitative and qualitative analysis skills
Demonstrable communication skills, both spoken and written
Familiarity with investment management product offerings
SIE, Series 7 and Series 63 required (must obtain within 3 months)

Participate in client and prospective client meetings with PWAs to share ISG views and discuss portfolio implementation
In addition to representing ISG, also be able to discuss the full PWM investment platform and the various potential investment solutions available to clients
Attain direct visibility in PWM as a strategy/platform implementation expert
Engage with PWA teams in regions of responsibility
Deliver thoughtful insight on ISG positioning to PWAs and to PAG in team meetings
Address specific PWA questions regarding product positioning, performance and attribution directly or using product teams as necessary
Assist PWAs in discussing ISG positioning as well as all internal/external product positioning (including equities, fixed income, and alternative investments)
Recommend to PWAs implementation of diversified portfolios for specific clients and prospects that conform to ISG recommendations and client objectives and constraints
Prepare competitive analyses on various products using Morningstar X-Ray and in-house portfolio analysis tools