Must have two 2 years of experience with performing and explaining a firms macroeconomic analysis views to guide multiasset class portfolio construction; performing equity market analysis to explain the risks and merits of different equity offerings in the marketplace and how they fit into multiasset class portfolios; performing Fixed Income analysis to explain the risks and merits of different fixed income offerings in the marketplace and how they fit into multiasset class portfolios; performing alternatives investment analysis to explain the risks and merits of different alternative offerings in the marketplace and how they fit into multiasset class portfolios; analyzing strategic asset allocation. Assisting advisors and clients to assess a clients risk tolerance, time horizon and investment objectives to construct a welldiversified portfolio; Spreadsheets, Factset, Morningstar and Bloomberg to analyze return data and conduct data transformations to create original publications; analyzing and interpreting data using statistical modeling software and present results to stakeholders; performing valuation analysis for equities and debt using commonly acceptable valuation methodologies; and distilling advanced macroeconomic and capital market concepts in an easy to digest written format for client use.br br FINRA Series 7 and Series 66 Licenses required.
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