Job Description
Work with a Top 20 CPA and advisory firm that Accounts for Anything.
Key Responsibilities
- Represent the firm’s house view on the economy, markets, and portfolios in advisor, CPA, client, and prospect conversations, both alongside and independently of the CIO.
- Serve as the day-to-day escalation point for advisors on public and private market questions, portfolio concerns, and client-specific challenges to solve issues.
- Produce near-final CIO-level economic outlooks, market updates, and investment presentations suitable for external audiences.
- Build and continuously improve repeatable processes and technology-enabled workflows that increase the speed, quality, and scalability of investment communication and monitoring.
- Translate complex market and portfolio issues into clear, practical talking points and scripts that advisors can use in real client conversations.
- Act as a sounding board to the CIO on investment positioning, and portfolio risks, bringing dissenting views when warranted and escalating issues early and clearly.
- Conduct private investment due diligence and monitoring, providing updates for the CIO and investment committees.
- Maintain institutional-quality investment content and collateral, ensuring consistency, accuracy, and timeliness across advisor-facing materials.
Requirements
- 10+ years of active investment experience (institutional asset management, family office, large RIA) with responsibility for market views and portfolio communication.
- Deep fluency in macroeconomic analysis, public markets, and portfolio construction, with the ability to translate implications into actionable advisor language.
- Exceptional client- and advisor-facing communication skills, including comfort leading unscripted conversations in volatile markets.
- Proven ability to produce high-quality written materials and presentations that are decision-ready and external-audience ready.
- Direct involvement in private investment diligence, evaluation, or ongoing monitoring, including comfort assessing liquidity terms, incentives, and key risks.
- CFA charter holder and/or MBA preferred.
- High proficiency with Bloomberg, FactSet, and modern AI productivity tools, with demonstrated ability to increase output quality and speed.
- Operates with ownership, responsiveness, and a high bar for professionalism.
- Bias-to-action and entrepreneurial.
- Strong executive skills and organized with tools for time management.
- Considers her/himself an educator that communicates succinctly.
- Comfortable being accountable without formal authority and earning influence through judgment, not title.
- Disagrees constructively, prefers clarity over consensus, and facts over reassurance.
- Builds repeatable processes and embraces technology to scale without sacrificing quality.
Ready to Apply?
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