We are seeking a senior technology leader to serve as Head of Advice Portfolio Construction Technology—building and scaling the platforms that translate client needs into investment outcomes for millions of investors. This role sits squarely at
About this Opportunity: As an Investment Strategist, you will collaborate with the portfolio consultant and portfolio management team to develop investment strategy, product selection and asset allocation recommendations as well as facilitate the analysis of prospective
About This Job The Senior Fixed Income Analyst is responsible for conducting in-depth credit research and analysis across corporate and municipal fixed income securities while supporting portfolio manager decision-making across fixed income SMAs. Leveraging advanced experience