Investment Team Associate - AVP - VP Details

Investment Team Associate - AVP - VP

NFP Corp - Potomac, MD

Employment Type : Full-Time

Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with approximately $14B in AUM. We have more than 120 employees serving clients from 14 offices in 7 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a clients’ financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to each client. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisory, please visit www.wealthspire.com.

Role on the Investment Team

The Investment Team provides centralized insight for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence, trading and capital markets assumptions, among other areas. The Chief Investment Officer is hiring for a dynamic Associate, Assistant Vice President or Vice President (depending on experience). Intellectual energy and rigor are “have to haves” for this role. As a key member of a small but critical team, the role will provide immediate exposure to external investment managers and internal investment expertise, to senior management supporting our Key Results, and to Advisors and their clients.

Responsibilities

• Provide support to the Chief Investment Officer and Investment Team.
• Analyze existing and prospective managers and strategies both quantitatively and qualitatively, form a view.
• Participate in manager meetings and Investment Committee meetings.
• Serve as a resource to Advisors for anything investment related.
• Support Wealthspire’s Outsourced Chief Investment Officer offering with third party RIAs.
• Work with other functional areas (Operations, Technology, etc) supporting client retention or growth.
• Initiate and pursue ideas furthering our Key Results, increased efficiency, and improved client experience.
• Support the one-off projects and research ideas of senior Investment Team members.
• Be intellectually dynamic and want to learn.

Qualifications

• Relevant experience working in a wealth management capacity, preferably at an RIA, is required for the AVP or VP role but not for an Associate role.
• Completed or pursuing CAIA, CIMA, or CFA preferred.
• Bachelors’ degree or higher; major in finance, economics, engineering, math, data analytics or a quantitative discipline preferred.
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, self-starter when it comes to new challenges.
• Desire to be a sought-out senior Investment talent in time
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high quality work.
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Proficiency in Microsoft Office, especially Excel; experience with a third-party manager diligence tool (eg, Morningstar, Zephyr, Bloomberg, etc) is a plus.

Benefits

• Commitment to mentorship, training, education, and next-generation career development.
• Competitive salary based on experience and incentive bonus plan
• 401(k) plan with matching contribution
• Medical, dental, short-term and long-term disability benefits.
• Company paid holidays.
• Paid training and professional memberships.

Location

Based out of one of Wealthspire’s primary offices: Westport, CT; New York, NY; Potomac, MD; Madison, WI. Wealthspire is committed to offering employees a hybrid work model.