Investment Specialist & Portfolio Manager
Careers @ Focal Search
- Assess and carry out trades for client portfolios, funds, and model strategies.
- Trade equities, bonds, futures, options, structured notes, ETFs, and more.
- Make investments in funds, SMAs, SPVs, VCCs, and other public and private vehicles.
- Take part in operations supervision and settlement procedures.
- Manage the portfolios of SMA, SPV, structured note, and private fund investments throughout alternatives, fixed income, and stocks.
- Develop, implement, and oversee investment plans for our clients while collaborating closely with outside partners, such as regulators, managers, administrators, and custodians.
- Manage clients' portfolios. Make sure portfolios fulfill client objectives by proactively investing in tactics that diversify concentrated positions, hedge risks, and capture tax losses.
- Oversee and direct client meetings. Produce and evaluate content. Commentary by the author.
- Investigate markets, ETFs, stocks, bonds, and managers in-depth.
- Find unique, alpha-producing investment managers outside of the US and oversee due diligence on their tactics
- Communicate with the company's India Platform Team on tasks pertaining to investments.
- Conduct due diligence on exchanges and determine how to obtain the appropriate exposure (e.g. buy on ASX vs. SGX).
- Establish and preserve connections with exchanges, wholesalers, managers, traders, custodians, model suppliers, and outside sales.
- Be a trusted advisor by proactively determining the needs and resolving issues of clients.
- Increase strategy revenue by presenting clients and coworkers with interesting opportunities.
- Increase client revenue by engaging clients and providing intelligent portfolio options.
Vacancy posted a month ago
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