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Senior Executive Recruiter - Financial Services at Ascendo Resources | Boston College Alum

Ascendo is thrilled to present this incredible opportunity in the wealth management industry!

If you're a forward-thinking investment professional looking to take the next step in your career, this role is for you! We are seeking a Head of Investment Strategy to lead portfolio management, market analysis, and strategic investment decisions for a rapidly growing firm. This is an exciting chance to shape investment strategies, optimize portfolio performance, and collaborate with top-tier financial experts. If you have a passion for building long-term financial success, this is your moment!

Responsibilities :

As the Managing Director , you will play a key leadership role in driving investment excellence. Your key duties will include :

• Overseeing portfolio strategy, asset allocation, and risk management.
• Conducting in-depth market research to provide data-driven investment recommendations.
• Managing portfolio rebalancing, trade execution, and tax-efficient investment strategies.
• Developing investment proposals and analyzing financial data for client portfolios.
• Monitoring economic trends and market movements to adjust investment approaches.
• Collaborating with internal teams to refine portfolio management processes.
• Presenting investment strategies and insights to clients and stakeholders.
• Ensuring compliance with industry regulations and best practices.

Qualifications :

We are seeking a highly analytical, strategic thinker with a deep understanding of wealth management. Key qualifications include :

• 8+ years of experience in investment management / financial services.
• Expertise in portfolio construction, risk analysis, and financial modeling.
• Strong proficiency with financial analysis tools such as Microsoft Excel and Bloomberg.
• Proven ability to make independent investment decisions.
• Excellent communication and presentation skills.
• Detail-oriented with the ability to manage multiple priorities effectively.
• A strategic mindset with a focus on optimizing client investment outcomes.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.

Seniority level

• Executive

Employment type

• Full-time

Job function

• Consulting, Business Development, and Finance

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