Client-Facing Portfolio Strategist - Investment Solutions

A leading investment management firm in Charlotte is seeking a Portfolio Strategist to support consulting clients by constructing and monitoring portfolios. The role involves communicating investment solutions and providing research to financial advisors. The ideal candidate has a Bachelor's Degree in finance or similar, a CFA designation, and strong analytical and interpersonal skills. Experience with investment activities and client interactions is highly valued. This position is critical for enhancing client portfolios through tailored investment strategies. #J-18808-Ljbffr