Description

Summary

Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. This role supports the research, oversight, and communication behind our investment decisions – bringing clarity to portfolio strategy, contributing to committee discussions, and serving as a trusted resource to advisors and clients on market trends and opportunities.

Goals

        To understand, articulate and emulate the firm’s purpose and core values

        To become an integral part of the Foster Victor team, culture and workflow

        Effective problem solver

        Ability to thrive in a fast-paced, high-volume environment

Roles & Responsibilities

        Develop and implement new investment ideas and portfolios

        Manage portfolio holdings and research replacements

o   Review quarterly earnings reports, filings, 3rd party research, and any other available resources.

o   Present ideas and trends to investment team

o   Regularly review and make recommendations on current holdings and asset allocations

        Help manage fund wholesaler relationships

        Collaborate on investment tools and research for advisor and client education

        Participate in Quarterly Best Execution Committee meetings

        Contribute to Monthly Investment Committee meetings

        Collaborate on monthly/quarterly Client newsletter on markets

        Review QL 401k models and outside 401k recommendations

        Supervise cost-basis analysis for incoming and existing accounts

        Collaborate on the creation and maintenance of all investment collateral

Requirements

Basic Requirements 

        Chartered Financial Analyst (CFA)

        Bachelor’s Degree

        Series 65 (preferred)

        10+ years of Investment and Portfolio Management Experience

        Growth and technology sector experience preferred

        Attention to Detail, Organized, Well-Spoken