Portfolio Strategist (Mid-Level)

The Portfolio Strategist (Mid-Level) role involves assembling and analyzing financial data, conducting statistical studies, and supporting the development and implementation of investment strategies and asset allocation. The position requires monitoring market trends, forecasting changes, and executing strategies to achieve investment objectives while ensuring regulatory compliance. This role is based in San Antonio, TX, Plano, TX, or Charlotte, NC, with a hybrid work requirement of being in the office four days per week.