Job Description
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In this role you will:
Advisor & Distribution Partnership
Partner closely with the retail and institutional distribution teams to position alternative investments and multi-asset solutions with advisors, consultants, and portfolio managers.Deliver portfolio insights, analytics, and customized asset allocation recommendations to demonstrate the role of alternatives within broader investment solutions.Support advisor and client education through presentations, workshops, and written materials that simplify complex investment concepts.Act as a trusted investment partner to the sales organization, providing pre- and post-sales portfolio consultation and thought leadership support. Portfolio Design & Asset Allocation
Design strategic and tactical asset allocation frameworks incorporating private and alternative asset classes across multiple investor risk profiles.Develop mod...