Charlotte, North Carolina, United States · On-site
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 di…
Skills: Portfolio Construction, Manager Due Diligence, Asset Allocation Modeling, Economic Analysis, Client Relationship Management
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The Portfolio Strategist manages portfolio construction, monitoring, and manager due diligence for consulting clients. They serve as the primary interface between the Investment Management team and clients, translating complex investment views into actionable insights.
A Bachelor's degree in business, math, finance, or economics is required, with a CFA designation preferred. Candidates should have demonstrated experience in asset allocation, portfolio implementation, and client-facing investment activities.
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, trusted relationships through proactive engagement, regular communication, and a deep understanding of each client's objectives, preferences, and evolving needs. This includes anticipating questions and potential portfolio concerns, initiating timely discussions on market developments and portfolio positioning, responding promptly to client requests, and ensuring consistent follow-through on commitments. The Portfolio Strategist will communicate with clients on behalf of the Investment Management team, translate complex investment views into clear and actionable insights, integrate Horizon strategies into customized portfolios, and advocate internally for the interests of consulting clients. Success in this role requires a strong service orientation, a high degree of responsiveness and accountability, and the ability to coordinate effectively across teams to deliver a seamless client experience. The role also requires a deep background in investment management and the ability to communicate market views, explain allocation positioning, and demonstrate an in-depth knowledge of Horizon's investment strategies.
Horizon's Portfolio Strategy Group supports the firm's largest financial advisory clients through its Outsourced Chief Investment Officer (OCIO) offering. The team provides custom portfolio solutions, market research and practice management support to help foster the growth of their clients.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Competencies
Travel
Travel will be required approximately 10-20% of the time.
Required Education and Experience
Preferred Education and Experience
Performance Evaluation Standards
Fueling Advisor Growth
Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon’s unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals.
Offices: 6210 Ardrey Kell Road, Suite 300, Charlotte, North Carolina 28277, US
Fueling Advisor Growth
Horizon is an industry-recognized firm that provides modern goals-based solutions to empower financial advisors to help their clients reach their financial goals. More than an investment firm, Horizon helps fuel the growth of advisory practices by offering deep expertise, proprietary technology, and customized support. Sitting at the intersection of financial technology, wealth management, and investment solutions, Horizon’s unique approach enables advisors to transform their practices and focus on what matters most: building meaningful relationships and guiding clients toward their financial goals.
Offices: 6210 Ardrey Kell Road, Suite 300, Charlotte, North Carolina 28277, US
