Senior Investment Strategist Resume New York City, NY - Hire IT People

SUMMARY:

Experienced investment analyst and strategist specializing in managed products, client and advisor education and product development.
In depth knowledge and experience combine into strong investment and market acumen with proven sales ability and insight into new and developing products and trends.
Developed a reputation of execution in a time sensitive and fast paced environment utilizing keen attention to detail.

TECHNICAL SKILLS

Microsoft Office Suite
SQL
Morningstar Direct
Zephyr
Bloomberg
Salesforce
Quickbooks
Agile and Waterfall Methodologies

PROFESSIONAL EXPERIENCE:

Confidential, New York City, NY

Senior Investment Strategist

Responsibilities:

Built and maintained a strong and diverse investment line - up through quantitative and qualitative manager research, investment due diligence and asset allocation strategy and modeling for Managed Account Platforms, Robo Advisor, Mutual Funds, ETFs and Separately Managed Accounts
Facilitated growth of assets under management from$300 million to over $4 billion by effectively partnering with and coaching over 300 Financial Consultants throughout the organization to improve sales techniques, create proper investment allocation for new business, and educating them on new initiatives and product knowledge
Performed product management duties in the formation and development of new products and initiatives including the expansion of managed account platforms, advisor tools, investment products, and content management
Responsible for creating and managing the tracking of UMA reporting for the organization and presenting a monthly business analysis of the data to senior management to produce a more thorough understanding of the product, resulted in increased sales and revenue
Routinely presented to the investment policy committee regarding the status of the managed account platform and its underlying investments, new investment additions, and proposed necessary investment removal for improved platform strength and diversity
Contributed to company communications and marketing by writing, editing and presenting timely white papers including monthly, and quarterly commentaries addressing market conditions, trends and attribution providing thought leadership and product knowledge for the sales field and customer base
Assisted in streamlining processes and reducing errors by fostering a strong relationship between the third party asset management provider and the investment team to devise and implement ideas and processes for strategic allocation shifts and investment changes
Selected to be a member of the Training Task Committee to improve professional development and education opportunities for internal employees. Created improved efficiency around access and awareness to tuition reimbursement, professional licenses, and continuing education.

Confidential, Warren, NJ

Product Support Specialist

Responsibilities:

Provided guidance and support to FAs nationwide regarding the Consulting Group Managed Account Platform
Helped to facilitate closing of business for Advisors by educating them on how to navigate and understand the MSSB investment universe
Conducted one on one training of new hires

Confidential, Northeast

Regional Event Manager and Coordinator

Responsibilities:

Increased sales and territory growth by 200% due to ability to recognize and execute on advantageous marketing opportunities and effective sales management
Responsible for recruiting, training, and managing personnel to deliver world class customer service as well as develop their cross selling ability to increase sales and revenue production for the company

Confidential, Los Angeles, CA

Consulting Group Analyst

Responsibilities:

Responsible for portfolio management duties of ultra-high net worth clients maintaining a strong long-term track record of performance
Investment research, performance monitoring, trading and due diligence of investment managers, alternative investments, equity, mutual fund and separately managed accounts
Performed sales prospecting and facilitated the closing of new business as well as the retention and growth of existing clients

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Senior Investment Strategist Resume

New York City, NY

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