Solutions Portfolio Strategist
3 weeks ago
The Solutions Portfolio Strategist plays a pivotal role in driving client engagement and the development of investment solutions that meet clients' objectives. This position requires a unique blend of quantitative and qualitative analytical skills to support the dialogue with clients and portfolio managers in the creation and ongoing management of client portfolios.
Key Responsibilities
- Develop and provide a deep understanding and perspective regarding FT Investment Solutions' capabilities to internal and external audiences.
- Work in partnership with the Sales team to explore and convert opportunities across Institutional, Retail, and Digital channels.
- Help to maintain client relationships once onboarded by providing portfolio reviews, market-based perspectives, and insights.
- Participate in client-facing meetings, research, and portfolio discussions, new product idea generation, and marketing content development.
- Work with Marketing and Product Management to fill out RFPs, provide insight to pitches and proposals, and support the approval process from internal committees.
- Represent FTIS' capabilities, investment philosophy, process, and strategy in support of winning new portfolio mandates.
- Stay abreast of local market (CEEMEA) intelligence, competitor activity in multi-asset mandates, regional regulatory changes, etc.
Portfolio Construction
- Produce strategic asset allocation (SAA) and other portfolio analyses using FTIS and third-party tools to provide insight to prospective client portfolios and new business pitches.
- Work closely with Portfolio Managers and Client Investment Solutions (CIS) teams to help design, refine, and implement complex custom solutions.
- Contribute to the investment process by providing regional market color, insight on liquidity, volatility, trade timing, and opportunities.
- Have a deep understanding of the markets and the impact of market movements across asset classes.
- Draw upon extensive knowledge of regional markets to feed into the portfolio management process; gather market intelligence on regional asset classes, economics, and politics.
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