Summary
Foster Victor's mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios is a crucial part of our ability to accomplish this. The ideal candidate will enjoy managing existing portfolios, creating new portfolios, and finding alternative investment opportunities for clients.
Goals
• To understand, articulate and emulate the firm's purpose and core values
• To become an integral part of the FV team, culture and workflow
• To be an effective problem solver
• The ability to thrive in a fast-paced, high-volume environment
Roles & Responsibilities
- Develop new investment ideas and portfolios
- Manage portfolio holdings and research replacements
- Review quarterly earnings calls
- Present ideas and trends to investment team
- Regularly review current holdings and asset allocations
- Manage fund wholesaler relationships
- Participate in client meetings as the Investment Guru
- Assist in research and management of alternative investment solutions
- Create investment tools, recommendations, and research for advisors and clients
- Participate in Quarterly Best Execution Committee meetings
- Run Monthly Investment Committee meetings
- Prepare monthly/quarterly Client newsletter on markets
- Review QL 401k models and outside 401k recommendations
- Supervise cost-basis analysis for incoming and existing accounts
- Supervise creation of investment materials for client meetings
- Supervise the creation and maintenance of all investment collateral and reports
- Assist in various internal investment audits
- Supervise Proxy Voting
- IPS template and education
- Mentoring and educating staff
Basic Requirements
- Chartered Financial Analyst (CFA)
- Bachelor's Degree
- MBA (preferred)
- Series 65 (preferred)
- 10-15+ years of Investment and Portfolio Management Experience
