Vice President, Portfolio Consultant

Vice President, Portfolio Consultant About the Company Renowned commercial investment banking company with an international reach IndustryFinancial Services TypePublic Company Founded1812 Employees10,001+ Categories Wealth ManagementCredit CardsBankingFinancial ServicesBanking & MortgagesConsulting & Professional ServicesBrokerageBusinessCommon PurposeFinanceFinancial IngenuityFinancial ResponsibilityGlobal BankInvestingInvestment BankingResponsible FinanceGlobal BankingGlobal FinanceInvestment BankInsuranceAsset ManagementInvestment ManagementFinancial TransactionsInternational TradeCapital ManagementAssistance ServicesRisk AnalysisHome OwnershipLending ServicesFinancial TradingForeign TradeMobile CommunicationBlockchainRegulatory AffairsSustainabilityCorporate CitizenshipCredit Specialties bankingcommercial bankinginvestment bankingwealth managementcredit cardscapital marketsequity and fixed income researchconsumer lendingcash managementand transaction services Business Classifications B2BB2C About the Role The Company is seeking an Investment Strategy Lead with a strong background in identifying and presenting short- and long-term investment opportunities in global markets. The successful candidate will be responsible for surveillance of macroeconomic and political developments, as well as for representing the team's global macroeconomic views in client meetings. This role requires the ability to work with research analysts and product specialists to identify individual investment opportunities across various markets and to define and present regional views to the sales force. The Investment Strategy Lead will also be involved in writing regional view papers, coordinating the delivery of the global investment committee's message, and participating in sales and research calls. Applicants for the Investment Strategy Lead position at the company should have 6-10 years' of experience, with a preference for a Master's degree. Strong quantitative, written, and presentation skills are essential, as is the ability to work both independently and as part of a team. The role demands a professional with a strategic mindset, the ability to influence and guide others, and a significant impact on the business through complex deliverables. The candidate must be adept at assessing risk and ensuring compliance with relevant laws and regulations. A background in investment strategy, including the ability to lead regional discussions on implementation strategies and action plans, is also required. Hiring Manager TitleGlobal Chief Investment Strategist Travel PercentLess than 10% Functions Finance

Created: 2025-01-31