Opportunity Description
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In this role you will:
Champion a high performance, client-focused culture.Work closely with the GIS Investment Strategy team to provide timely and conclusive tactical asset allocation recommendations based on quantitative and qualitative macroeconomic research.Support the management of GIS’ equity, fixed income and PIV guided portfolios by monitoring existing positions and ensuring they are consistent with the group’s tactical asset allocation and macroeconomic outlook.Provide regular support to Global Wealth Management investment advisors by conducting portfolio reviews for existing clients and creating portfolio proposals to attract new business.Respond to ad hoc advisor requests with qualified and value-added ideas and opinions.Educate advisors about GIS’ product/service offering through branch visits, conference calls, and client presentations.Work closely with G...
Full-time
Operations Specialties Managers