BA
BarkleySVP, Direct Investments
Senior Vice President driving vision and operational excellence for Direct Investments at BarkleyOKRP. Leading large investment teams with a focus on Local Media Markets across the US.
About the role
- Assisting in the management of the Cetera model portfolios; monitoring risk and performance and satisfying regulatory requirements.
- Work with performance reporting auditors to ensure the composite performance meets industry standards and is accurate.
- Complete attribution analyses to explain the performance of the model portfolios against benchmarks and peers, examining security selection and asset allocation.
- Compile monthly and quarterly factsheets and performance reporting of model portfolios.
- Review and suggest model updates to the investment committee on an ongoing basis.
- Prepare and maintain portfolio performance composites.
- Create and maintain capital market assumptions (CMAs) for firm’s financial planning software.
- Create and maintain economic and market dashboards and chartbooks.
- Support Chief Investment Officer and Chief Market Strategist with economic and market research for media interviews and outlooks.
- Present to the home office and advisors, providing current updates on the models, market outlook and department resources.
- Author written marketing and educational collateral with periodic and ad hoc articles.
- Respond to inquiries in the general research department inbox, providing assistance to advisors and home office employees.
- Other duties as assigned.
Requirements
- Bachelor's degree in finance, economics or a related field or equivalent.
- Minimum of 7 years of experience in investment consulting or a related field.
- CFA designation.
- Knowledge of the investment and strategy process.
- Ability to construct and administer model portfolios.
- Advanced knowledge of investment-oriented databases (e.g., Morningstar Direct, Envestnet, Factset).
- Ability to measure performance and risk of different asset classes and make recommendations.
- Excellent written and verbal communication skills; strong presentation skills.
- Strong Excel and PowerPoint skills.
- Sound logic and reasoning with ability to ask the right questions and make informed decisions.
- Must have the ability to work effectively independently, as well as in a team environment.
- Some experience interacting directly with financial advisors, investment committees, and similar internal and external clients is desirable.
- Travel Requirements: Up to 10%.
- Finra Registration: No.
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Competitive performance-based bonus.
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