The Analyst will support the daily oversight and operations of Horizon's. Custom Portfolio Offering. within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account onboarding, support portfolio management processes, execute trades, produce performance a...
Position Description. We are seeking a dynamic, results-driven Regional Director to lead sales efforts across Southern California. This individual will be responsible for cultivating and maintaining relationships with financial advisors while driving revenue growth through a consultative, solutions-oriented approach. The Regional Director is responsible for raising net new assets for the firm and servicing the firm's existing client base across H...
Summary/Objective. The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and comprehensive client support. As the primary interface between Horizon's Investment Management team and its consulting clients, the Portfolio Strategist is expected to develop strong, ...
