Job added in hotlist
Applied job
Contract job
90-day-old-job
part-time-job
Recruiter job
Employer job
Expanded search
Apply online not available
View more jobs in Los Angeles, CA
View more jobs in California

Job Details

Senior Investment Strategist - Los Angeles

Company name
Comerica

Location
Los Angeles, CA, United States

Employment Type
Full-Time

Industry
Finance, Accounting

Posted on
Jan 31,2019

Valid Through
May 16,2019

Apply for this job






Profile

Senior Investment Strategist, Vice President, Wealth Management Senior Investment Strategist is responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful applicant will thrive in team-based fiduciary environment, working closely with the trust officer, wealth advisor, and private banker and other internal colleagues to reach comprehensive client solutions. The Investment Strategist has a direct involvement in business development is expected to work effectively alone or as part of a team to successfully achieve, and preferably exceed, new business goals. Active participation in client and events and community involvement is expected. Position Competencies Successful incumbents possess ethics and value, outstanding listening, communication and presentation skills and a strong knowledge of Wealth Management. Incumbents possess the ability to articulate effectively on financial and investment related subjects, knowledge of Modern Portfolio Theory, risk controlled asset allocation and cash flow analysis and understanding the global economy, global financial markets and investment implications of specific events and data. The role requires proficiency in standard software (Excel, Word and PowerPoint) and systems capability, along with strong organizational and problem solving skills, and a drive for results. Position Responsibilities: * Maintain and promote organizational and ethical norms in internal and external business conduct. * Maintain a current understanding of Comerica's Investment Policy Committee's outlook, asset allocation guidelines. * Manage an existing book of business in accordance with each client's investment policy statement, consistent with Comerica's asset allocation and investment policy guidelines. * Maintain thorough understanding of Comerica's proprietary strategies and open architecture platform. * Maintain knowledge of domestic and international financial markets. * Maintain a working knowledge of the current financial regulatory environment, fiduciary standards and current and proposed tax laws. * Apply the Consultative Investment Management Process to client accounts, including the use of cash flow analysis, risk controlled asset allocation analysis, the generation of an investment policy statement, and proposal as well as incorporating only approved products and investment managers and conducting quality client reviews consistent with goals based investing. * Develop and execute a comprehensive transition plans for a new client's investments. * Communicate regularly with clients to remain updated on relevant personal and financial issues, utilizing this information to form investment management decisions. * Develop, maintain and grow client relationships. * Actively participate in community organizations to build referral networks and source new business opportunities. * Achieve sales production goals. Relocation Relocation assistance is not provided for this position. Travel Travel is not required of this position. * Bachelor's degree in Accounting, Finance or Business from an accredited university * 10 years investment experience * 10 years Investment Management Strategies and Products experience * 5 years portfolio management * 3 years of experience with Microsoft Office Products, including Outlook, Word, PowerPoint and Excel Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Company info

Comerica
Website : https://www.comerica.com/

Company Profile
Comerica Incorporated is a financial services company headquartered in Dallas, Texas, strategically aligned into three major business segments: the Business Bank, the Retail Bank, and Wealth Management.

Similar Jobs:
ICFR IT Senior Auditor
Location : Woodland Hills, CA
Farmers Insurance ICFR IT Senior Auditor in Woodland Hills California We are Farmers! Join a team of diverse professionals at Farmers to acquire skills on the job and apply your learned knowledge to future roles at Farmers. Farmer...
Accountant
Location : El Segundo, CA
Job Description: ORGANIZATIONAL CULTURE: At Xceed Financial, we strive for Everyday Xcellence. Every associate is a brand ambassador who plays a critical role in driving our members, business partners and their families to strong ...
Northrop Grumman Senior Principal Program Cost ScheduleControl Analyst 4, EVM - Redondo Beach, CA (No Clearance Required) in Redondo Beach California At Northrop Grumman, our employees have incredible opportunities to work on revo...