Vice President – Investment Strategy Group recruitment
An important part of the position will be to partner with the client research teams to communicate and provide detailed technical expertise on investment strategies, and how such strategies can be implemented within our client firm platforms and models. Work closely with key distributors, platform specialists, and research and due diligence personnel (Retail Clients, Institutional Clients) Significant travel will be required.
Job Description and Key Attributes
- Collaborate closely with SI portfolio management group, portfolio managers and analyst to cultivate a deep understanding of our investment approach, portfolios and results in order to represent all facets of the product internally and externally
- Develop and deliver investment, market and business communications to existing and prospective clients
- Support the distribution effort and make presentations to end-clients and consultants. Participation at client meetings/events (research focus)
- Partner with the various internal clients/sales team (Retirement/RIA, Bank Trust/Retail ) to deliver a unified message on our product line for the purpose of securing placement on client platforms and models (outward facing institutional research and broker/dealer research relationships)
- Engage actively during internal investment dialogue and contribute ideas whenever possible to the research teams
Requirements
- 6+ years’ experience Analyst/Research experience
- Bachelor's degree or equivalent experience
- Strong aptitude for and proficiency with PC-based word processing, spreadsheet, database management
- CFA,CIMA, and Series 7, 63 licenses
- Strong understanding of global macro and market topics
- Public speaking ability, presentation crafting ability
- Experience working on the sell side in an equity and/or fixed income strategist role with significant client facing responsibilities. Prior senior-level work experience encompassing macro model development and idea generation
- Must be able to pass a background check
Sentinel Investments® is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc., and Sentinel Administrative Services, Inc.
Sentinel Funds are distributed by Sentinel Financial Services Company, One National Life Drive, Montpelier, Vermont 05604 (800) 233-4332, sentinelinvestments.com
Interested applicants should apply via the website: www.nationallifegroup.com