Senior Investment Advisor

Ballentine Partners•Boston, MA

3d•Hybrid

About The Position

Ballentine Partners is looking for an enthusiastic Senior Investment Advisor to join our growing Investments team. The Senior Investment Advisor is responsible for independently developing investment strategy and delivering the investment value proposition in conjunction with Senior Client Advisors.

Requirements

Strong knowledge of investments and portfolio management.
Broad understanding of multiple asset classes and securities markets.
Ability to interface with clients at all knowledge levels and provide investment advice involving large, complex situations.
Ability to analyze and resolve problems at both a strategic and functional level.
Strong math skills.
Strong client orientation.
Excellent interpersonal and communication skills, including presentation skills.
Ability to work independently.
A Bachelor’s degree in economics, finance, mathematics, or a quantitative science is required.
A minimum of 12 years of experience in investment management, financial services, or investment research is required.

Nice To Haves

CFA is preferred.

Responsibilities

Lead the investment side of assigned client engagements, partnering with Senior Client Advisors to develop and deliver investment strategies aligned with each client’s goals, objectives, and risk tolerance.
Hold discovery discussions with clients to ascertain their goals, objectives, and risk tolerance.
Actively participate in prospective client situations to present Ballentine Partners’ investment value proposition.
Manage the work of junior team members assigned to client engagements, including reviewing and approving rebalancing, trade plans, and tax loss harvesting strategies.
Mentor junior team members.
Contribute to the leadership of the investment group.
Ensure compliance mandates are met for assigned clients.
Other duties as assigned.