Yosef International
Investment Strategist
4B+ Multi-Family Office
Overview
4B+ UHNW Multi-Family Office seeks an Investment Strategist to join the
Investment Advisory team. Extensive client contact with ultra-high net
worth clientele.
Highlights
- Serve as the Investment Strategist to a select group of high net worth and ultra-high Net worth clientele
- Assist the investment team with asset allocation models and portfolio construction as well as research and due diligence managers and alternatives
- The Firm offers comprehensive financial, estate, tax and retirement planning with a robust investment platform and a strong culture of collaboration
- Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership
Requirements
- 5+ years’ experience in wealth management or investment management
- CFA, CFP, JD or CPA required