Job summary
Job post source
This job is directly from Proficio Capital Partners, LLC
Job overview
The Client Portfolio Strategist at Proficio Capital Partners supports senior portfolio managers in managing diversified client portfolios, contributing to sophisticated investment strategies within a multi-family office.
Responsibilities and impact
The role involves assisting in portfolio construction, monitoring, performance analysis, client reporting, implementing trades, conducting due diligence, presenting to clients, and supporting portfolio managers to achieve client investment goals.
Compensation and benefits
The position offers competitive compensation with significant potential upside, mentorship, professional development support including industry certification sponsorship, and a collaborative entrepreneurial work environment.
Experience and skills
Candidates should have a bachelor's degree in Finance, Economics, Business or related field, 2-6 years of relevant experience in investment management or related financial services, strong analytical skills, proficiency in Excel and portfolio management software, excellent communication, and organizational skills.
Career development
The job provides mentorship from experienced portfolio managers and investment committee members, exposure to diverse investment strategies, and support for professional development and certifications.
Work environment and culture
The company culture is collaborative and entrepreneurial, focused on delivering exceptional client outcomes with an expectation for team members to take initiative and contribute actively.
Company information
Proficio Capital Partners is a multi-family office founded in 2014 in Newton, Massachusetts, offering bespoke investment portfolios and comprehensive financial planning including wealth transfer, estate planning, and risk management.
Job location and travel
The firm is located in Newton, Massachusetts; no specific travel or remote work details are provided.
Application process
Interested candidates are instructed to contact the firm directly via LinkedIn for application.
Unique job features
The role offers exposure to a broad range of investment strategies and asset classes within a dynamic multi-family office environment, with significant growth potential.
Company overview
Proficio Capital Partners, LLC is a Boston-based independent investment advisory firm that specializes in providing customized wealth management and family office services to high-net-worth individuals, families, and select institutions. The firm generates revenue primarily through advisory fees based on assets under management, offering tailored investment strategies, financial planning, and access to alternative investments. Founded in 2014 by former executives from Harvard Management Company, Proficio leverages institutional experience and a client-centric approach to deliver comprehensive financial solutions. The company is known for its fiduciary commitment, transparency, and focus on long-term client relationships. Candidates should be aware of Proficio’s reputation for personalized service and its roots in institutional asset management.
How to land this job
Position your resume to highlight your experience in portfolio construction, investment monitoring, and client reporting, emphasizing your familiarity with diverse asset classes and sophisticated investment strategies relevant to a multi-family office environment.
Focus on showcasing your analytical skills, proficiency with Excel and portfolio management software, and your ability to support senior portfolio managers and investment committees, as these are key responsibilities.
Apply through multiple channels including Proficio Capital Partners' corporate website and LinkedIn job postings to maximize your application visibility.
Connect with professionals in the investment or portfolio management divisions at Proficio Capital Partners on LinkedIn; use ice breakers such as commenting on recent market trends or asking about their experience working with multi-generational wealth strategies.
Optimize your resume for ATS by incorporating keywords from the job description like 'portfolio construction,' 'investment monitoring,' 'performance analysis,' 'client reporting,' and 'multi-family office,' ensuring it passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and discover LinkedIn connections to network with, allowing you to focus your time on interview preparation and skill enhancement.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.