W3Global
Client Portfolio Manager and Senior Investment Analyst
W3Global, Chattanooga, Tennessee, United States, 37450
Client Portfolio Manager and Senior Investment Analyst
Join W3Global as a hybrid, client‑facing professional who blends advanced investment research with direct portfolio management. The role serves as both a strategic advisor and analytical expert, designing, implementing, and communicating customized investment strategies aligned with each client’s unique goals.
Responsibilities
Assess client goals, risk tolerance, and constraints to design tailored investment portfolios.
Communicate proactively with clients regarding markets, performance, and economic trends.
Convey the firm’s investment philosophy and process clearly.
Educate clients on opportunities, expectations, and long‑term objectives.
Participate in and lead prospect meetings and client onboarding.
Serve as a subject‑matter expert translating complex data into accessible insights.
Conduct research across equities, fixed income, alternatives, currencies, commodities, and global macro.
Build predictive models and perform quantitative and qualitative research.
Develop recommendations and present insights to the Investment Committee.
Perform due diligence on third‑party managers and vehicles.
Monitor economic, corporate, and geopolitical trends to guide portfolio decisions.
Oversee construction, rebalancing, and implementation aligned with client objectives.
Develop and execute investment processes, asset selection, and tactical shifts.
Provide analysis on individual stocks and managed funds/ETFs.
Execute risk‑management strategies and adjust proactively.
Monitor regulatory and market changes affecting strategy.
Work with Wealth Advisors to ensure strong portfolio design and client experience.
Collaborate with analysts, fund managers, and traders for deeper insights.
Contribute to the Investment Committee and model development.
Support advisors with timely client‑related deliverables.
Qualifications
Bachelor’s in finance, economics, business, mathematics, data science, risk management, or related field.
5+ years of investment experience, ideally client‑facing.
Strong knowledge of portfolio management and rebalancing systems.
Experience with stock analysis and manager due diligence (preferred).
Ability to build and communicate models and research.
Background/credit check required.
Series 65 or qualifying exam required.
CFA designation or active progress toward the charter (preferred).
MBA or related graduate degree (preferred).
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Other (Staffing and Recruiting industry)
Referrals increase your chances of interviewing at W3Global by 2x.
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Responsibilities
Assess client goals, risk tolerance, and constraints to design tailored investment portfolios.
Communicate proactively with clients regarding markets, performance, and economic trends.
Convey the firm’s investment philosophy and process clearly.
Educate clients on opportunities, expectations, and long‑term objectives.
Participate in and lead prospect meetings and client onboarding.
Serve as a subject‑matter expert translating complex data into accessible insights.
Conduct research across equities, fixed income, alternatives, currencies, commodities, and global macro.
Build predictive models and perform quantitative and qualitative research.
Develop recommendations and present insights to the Investment Committee.
Perform due diligence on third‑party managers and vehicles.
Monitor economic, corporate, and geopolitical trends to guide portfolio decisions.
Oversee construction, rebalancing, and implementation aligned with client objectives.
Develop and execute investment processes, asset selection, and tactical shifts.
Provide analysis on individual stocks and managed funds/ETFs.
Execute risk‑management strategies and adjust proactively.
Monitor regulatory and market changes affecting strategy.
Work with Wealth Advisors to ensure strong portfolio design and client experience.
Collaborate with analysts, fund managers, and traders for deeper insights.
Contribute to the Investment Committee and model development.
Support advisors with timely client‑related deliverables.
Qualifications
Bachelor’s in finance, economics, business, mathematics, data science, risk management, or related field.
5+ years of investment experience, ideally client‑facing.
Strong knowledge of portfolio management and rebalancing systems.
Experience with stock analysis and manager due diligence (preferred).
Ability to build and communicate models and research.
Background/credit check required.
Series 65 or qualifying exam required.
CFA designation or active progress toward the charter (preferred).
MBA or related graduate degree (preferred).
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Other (Staffing and Recruiting industry)
Referrals increase your chances of interviewing at W3Global by 2x.
#J-18808-Ljbffr