Portfolio Advisor
Description
Overview:
The Portfolio Advisor is able to build effective internal working relationships with team members in a various geographic locations and departments (product specialists, sales and affiliates). The Advisory team within Natixis Investment Managers Solutions (NIMS) is global with members in London, Paris and Singapore. Being self-motivated and able to work independently on projects is crucial.
The successful candidate will work closely with a team of Quantitative Analysts, whose job is to assist them in the production of analysis. This individual is responsible for assisting in the training and development of the Analysts and others, should the team continue to grow.
What you will do:
- Present Natixis products and provide comprehensive portfolio analysis of client portfolios, present these findings to the Client and if requested, work with the Client to help implement solutions
- Conduct analysis using in-house software
- Identify imbalances, gaps, inefficiencies and hidden risks in client portfolios and provide ideas, options and steps towards a resolution
- Assist the sales teams and affiliated asset managers in positioning their funds with clients
- Gather market intelligence such as quantitative and qualitative competitor analysis and identify market and product trends to formulate topical content
- Research new investment solutions & product ideas
- Prepare and deliver analysis and customized portfolio recommendations for client meetings, periodic sales training and other key events
- Develop training modules and collateral materials to assist with educating sales personnel on various tenets of portfolio strategy and construction
- Develop and direct the use of various systems and analytical tools used by the team. (e.g. proprietary optimizers, Morningstar and Bloomberg)
- Field data requests from a variety of constituents to include; executive and senior management, sales and investment professionals, prospective and existing clients
- Other ad hoc analyses and project work as requested
What you will bring:
- 4+ years of asset management experience specifically in quantitative analytics and portfolio construction
- Bachelors degree or equivalent, CFA preferable
- FINRA series 7 & 63 licenses required, or acquired within 90 days of hire
- Strong command of investing, economics and finance
- Ability to understand and communicate sophisticated portfolio construction concepts to a multi-cultural and global audience with a diverse range of technical prowess
- Deep understanding of asset allocation, risk management and capital markets theory
- Proficient with analytical software packages including Excel, MPI Stylus, Bloomberg, Morningstar and risk modeling applications
- Proactive, energetic, client-focused individual with the ability to motivate others.
- Foreign languages helpful, bi-lingual in English and Spanish, preferred
- Highly collaborative
Who we are:
We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to encouraging a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this builds equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package crafted to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.