What are the responsibilities and job description for the Senior Investment Strategist position at Coastal Bridge Advisors?
Company Description
Coastal Bridge Advisors is a private wealth management firm dedicated to creating personalized strategies to help clients achieve their financial and personal goals. Through a comprehensive and client-focused planning process, the firm works to align clients' financial decisions with their aspirations. Advisory services are provided as a customized approach to meet the unique needs of every client, ensuring a tailored and ongoing relationship. Coastal Bridge Advisors is a registered investment advisor with the SEC, emphasizing individualized solutions and informed financial decision-making.
Role Description
The Senior Investment Strategist is a senior member of the Investment Services team, serving as a client-facing portfolio manager and investment advisor to our Advisor channel. This role carries broad responsibility across investment research, portfolio construction and management, client engagement, and Investment Committee participation. The ideal candidate will thrive in a fast-paced, collaborative environment and bring both analytical rigor and strong communication skills to bear across all aspects of the function.
This position works closely with senior leadership to optimize workflows, evaluate emerging technologies, and ensure that Advisors and their clients receive the highest level of investment support, all within the framework of applicable regulatory requirements.
Qualifications
- Expertise in Investment Strategies, Investment Management, and Investments
- Strong Analytical Skills and proficiency in financial analysis
- Comprehensive understanding of Finance and financial markets
- Advanced proficiency in Microsoft Excel required. Experience with Bloomberg, FactSet, and/or RedBlack preferred. Programming skills in Python or C are a plus.
- Proven experience in client consultation and relationship management
- Bachelor's degree in Finance, Economics, or related field (Master's degree or CFA certification is a plus)
- Experience in private wealth management or financial advisory roles is highly advantageous
- Ability to work effectively in a dynamic, high-paced environment