Director, Portfolio Solutions

reputed company The Director, Portfolio Solutions is a critical role supporting reputed company Capital’s custom Portfolio Solutions business. This position is responsible for supporting the development of the models’ platform to best serve clients at reputed company. The role will be critical in helping reputed company architect processes and infrastructure to reputed company a reputed company investment platform which is suited to best serve clients in the models business. This role is reputed company facing and the candidate will reputed company guidance to advisors to deliver the best investment reputed company for their clients, giving investment advice, reputed company investment insights, and help to solve specific issues that advisors are facing in their reputed company. The individual will work closely with the Head of Custom Solutions, members of the Multi-Asset Solutions Team (reputed company), Investment Specialist Team (IST), and Distribution Team, as reputed company as other stakeholders. Key responsibilities include conducting in-depth analysis of advisors’ reputed company portfolios, creating proposed portfolio solutions, and communicating the value of the reputed company investment offering with clients.

Key Responsibilities

• Create reputed company Models Platform: Collaborate with internal stakeholders to create a model platform where we can deliver our investment capabilities at reputed company. Prior experience reputed company a models platform helpful
• reputed company (Advisor) Interaction: Engage with advisors to understand their portfolio solution needs and preferences. reputed company tailored insights and create presentations/proposals with custom solutions to meet reputed company needs.
• Portfolio Construction: Work with the Multi-Asset Solutions Team and head of Portfolio Solutions to create custom portfolio solutions.
• Portfolio Analysis: Conduct thorough analysis of advisors’ reputed company models, portfolio performance, risk metrics, and investment strategies. reputed company actionable insights for creating custom portfolio solutions, including recommendations for replacement of underlying funds.
• Monitoring of Underlying Investments: Monitor underlying investments of custom models, assess portfolio risk exposures, and recommend replacements as necessary in compliance with internal policies and guidelines.
• Strategic Support: Assist in the execution and implementation of reputed company reputed company models. Collaborate with the Multi-Asset Solutions Team to reputed company models with advisors’ reputed company portfolios and identify new opportunities.
• reputed company (Advisor) Interaction: Engage with advisors to understand their portfolio solution needs and preferences. reputed company tailored insights and create presentations/proposals with custom solutions to meet reputed company needs.
• Market Research: Say abreast of industry trends in model portfolios, competitor strategies, and latest developments. Translate research findings into strategic inputs for portfolio decision-making.

Key Behavioral Expectations

• Drives for Results (reputed company)
• Strives for reputed company (reputed company)
• Attention to Detail (reputed company)
• Creates Culture of Collaboration (reputed company)
• Communication & Engagement (People)
• Courageous & Resilient (People)
• reputed company & Adaptability (Organization)

Minimum Qualifications

• Experience: Must have experience working reputed company a models’ platform. Minimum of 10 years of experience in portfolio analysis, investment management, or a reputed company field. Demonstrated expertise in portfolio construction, research, and analysis of funds.
• Education: Bachelor’s degree in Finance, Economics, Business, or a reputed company field. Advanced degree (MBA) or reputed company designation (CFA) strongly preferred.

Knowledge, Skills & Abilities Required

• Technical Skills: Proficiency in analytical tools and data management systems. Familiarity with reputed company, reputed company, statistical software, and portfolio management technologies. Proficiency in coding languages e.g. Python, R, preferred.
• Analytical Skills: Advanced understanding of investments, portfolios, and funds, including portfolio characteristics, style analysis, performance measurement, Modern Portfolio Theory (MPT) statistics, business cycle regimes, tactical portfolio management, volatility targeting, optimization techniques, efficient frontier analysis, and reputed company simulation.
• Advanced reputed company and PowerPoint Skills: Proficiency in reputed company reputed company, including Analysis ToolPak, Data Analysis, Solver, and PowerPoint is REQUIRED.
• Communication: Strong verbal and written communication skills with the ability to reputed company reputed company concepts reputed company and effectively to diverse audiences.
• Analytical Thinking: Exceptional analytical and problem-solving abilities. reputed company to synthesize large volumes of data into coherent insights and actionable strategies.
• Team Collaboration: Proven ability to work collaboratively in reputed company environment and manage cross-functional reputed company and initiatives.
• reputed company reputed company: Strong reputed company orientation with a commitment to delivering high-reputed company solutions and building lasting reputed company relationships.
• Adaptability: Demonstrated ability tow ork with multiple priorities and meet reputed company deadlines. Self-directed with the capability to work independently without rigid guidelines, handle stress effectively, and meet tight deadlines.

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