What are the responsibilities and job description for the Vice President, Senior Portfolio Strategist position at Catalyst Capital Advisors?
About the job
The Portfolio Strategy Team at Catalyst Funds and Rational Funds is searching for a Vice President – Senior Portfolio Strategist.
With over $12 billion in assets under management across fund families (as of 12/31/24), we are seeking to engage our client base with value-add services that inform their investing decisions. We need a dedicated Portfolio Strategist who can formulate optimal portfolio allocations and present directly to clients.
Working with a tight-knit team and reporting to the Head of Portfolio Strategy, this role will be responsible for the following:
Primary Responsibilities:
- Utilize a quantitative process to identify improvements to the model portfolios of financial advisors and institutional clients, and help them understand how to optimally incorporate liquid alternatives and other asset classes.
- Have regular conversations with these clients, informed by the portfolio analysis that you create for them, sharing any recommendations for portfolio improvement.
- Make presentations on a bi-weekly or monthly basis to groups of advisors on the principles of portfolio construction, especially as it relates to liquid alternatives.
- Develop ideas for thought leadership tailored toward our client base, and collaborate with subadvisors and the internal content team to execute them.
Qualifications:
- Bachelor’s degree in finance, economics, or related fields.
- 5 years of experience in an investment or client-facing role within Wealth or Asset Management, preferably with expertise across asset classes.
- CFA or CAIA preferred. Will consider candidates with substantial progress toward a designation. Ability to acquire the relevant securities licenses.
- Desire to help build out a growing team, with a focus on taking care of our internal and external clients.
Work Environment:
This is a hybrid position requiring three days in the New York City Midtown East office. Flexibility may be available based on individual circumstances and discussions with management.
We have a collegial culture of cross-departmental partnership, where your work ethic and success will be recognized and rewarded.
Compensation
- Base salary is commensurate with experience, in the range of $100,000–$200,000.
- Candidates are also eligible for a discretionary bonus.
The Company also offers the following benefits:
- Health insurance is subsidized at 60% by the company.
- A 401k(k) plan with a 3% company contribution.
- Other benefits, including supplemental insurance and perks, are employee-paid.
About Catalyst:
Catalyst Funds is a premier alternative asset manager. Since our founding in 2006, we have offered innovative strategies to support financial advisors and their clients in meeting the challenges of an ever-changing global market environment.
Catalyst offers a broad range of distinct, “intelligent alternative” funds. Our specialized strategies seek to address investor needs, including generating alpha, reducing volatility, limiting tail risk, mitigating interest rate risk, and generating income.
Salary : $100,000 - $200,000