• Act as primary relationship to Dimensional Fund Advisers and Advisorport (our two in house money management programs) for investment manager research, due diligence, and oversight
• Perform ongoing analysis and review of the investment programs and services offered to advisors using the Managed Money platforms, including the development of quarterly analytic and due diligence review materials on Managed Money's Programs.
• Calculate monthly and quarterly performance figures to input into systems
• Manage and participate in our investment committees
• Lead the continued product enhancements and development of our current fee based offerings, including developing new models for our solutions, asset allocation, fund selection, benchmarking, assisting with upgrades to our systems, and supporting and interfacing with all groups
• Participate in the evaluation and selection of new investment services offerings and new Investment Managers and Portfolio Strategists being considered for addition to the platform
• Develop quarterly client letters and market commentary for the investment program
• Develop quarterly Investment Policy Committee minutes including economic and market analysis
• Develop and participate in the presentation of specialized client proposals. Interface directly with investment advisors and other professional advisors of the client, as necessary, in the development of customized investment strategies and investment policy statements.
• Deliver investment presentations at Managed Money Regional Meetings and Conferences as needed
• Participate in vendor management of some of our accumulation products as needed
BASIC QUALIFICATIONS
• Chartered Financial Analyst (CFA) designation required
• Bachelors degree or higher in Business Administration, Finance or Economics
• Strong technical investment analytic skills
• Minimum 5 year relevant full time/permanent work experience within industry
• Experience in building fee based product solutions
PREFERRED QUALIFICATIONS
- Team player
- Must be highly effective at both written and verbal communications, including strong demonstrated writing skills (i.e. investment commentary/research) and public speaking sills.
- Must have strong organizational and project management skills
