Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. This role supports the research, oversight, and communication behind our investment decisions – bringing clarity to portfolio strategy, contributing to committee discussions, and serving as a trusted resource to advisors and clients on market trends and opportunities.
Goals
· To understand, articulate and emulate the firm’s purpose and core values
· To become an integral part of the Foster Victor team, culture and workflow
· Effective problem solver
· Ability to thrive in a fast-paced, high-volume environment
Roles & Responsibilities
· Lead research and portfolio strategy, with subject matter expertise in growth and technology sectors
o Conduct fundamental analysis including earnings reports, filings, and third-party research
o Identify new investment opportunities and recommend portfolio additions, adjustments, or replacements
o Present sector trends, investment ideas, and allocation recommendations to the Investment Team
· Manage ongoing portfolio oversight and implementation
o Regularly review holdings and asset allocations across models
o Execute approved portfolio changes and monitor performance against objectives
· Help manage fund wholesaler relationships
· Participate in client meetings as the Investment Guru
· Collaborate on investment tools and research for advisor and client education
· Participate in Quarterly Best Execution Committee meetings
· Contribute to Monthly Investment Committee meetings
· Collaborate on monthly/quarterly Client newsletter on markets
· Review QL 401k models and outside 401k recommendations
· Supervise cost-basis analysis for incoming and existing accounts
· Collaborate on the creation and maintenance of all investment collateral
Basic Requirements
· Chartered Financial Analyst (CFA)
· Bachelor’s Degree
· Series 65 (preferred)
· 10+ years of Investment and Portfolio Management Experience
· Growth and technology sector experience preferred
· Attention to Detail, Organized, Well-Spoken
