Hedge Fund-Investment Advisor
4 days ago
We are hiring for one of the largest full suite Wealth and Investment Company with AUM of upwards of 1 billion USD.
Responsibilities
- Drive advisory business for client Hedge Solutions platform, focusing on strategy development and client portfolio performance.
- Provide non-binding investment advice to clients and obtain necessary approvals before executing trades through brokers.
- Interact regularly with investors to discuss strategy, market views, and portfolio performance.
- Collaborate closely with research, operations, and trading teams to ensure efficient implementation of investment ideas.
- Build and scale the advisory vertical by identifying opportunities and enhancing client experience.
Key requirements
- Deep understanding of capital markets, equity strategies, and basic derivatives.
- Prior experience in fund advisory, portfolio management, or investment strategy in the hedge solutions space
- Excellent communication and relationship management skills to engage effectively with HNI/UHNI clients.
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