Asset Management - MAS Investment Specialist - Executive Director
On-site · New York City, New York, United States
Job Summary
Senior Investment Specialist – Executive Director on the Multi-Asset Solutions team serving U.S. Institutional clients. Lead and deepen relationships, present the multi-asset investment process and house views at meetings and conferences, tailor investment solutions to client objectives, collaborate with Client Advisor teams and portfolio managers, generate high‐quality client communications, and analyze portfolios to inform proposals and ad-hoc analyses. Strong emphasis on client service, collaboration, and demonstrated experience in institutional investments; Series 7, 63, and 3; CFA/CAIA preferred. Location: New York, NY; on-site in a full-time role.
Required Qualifications
- 7+ years of experience serving institutional clients in North America
- Series 7, 63 and 3 certifications
- expertise in asset allocation and multi-asset portfolio construction across public equity, fixed income, real assets, private credit and private equity (strongly preferred)
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.