At Payette River Financial Advisors, we pride ourselves on the ability to provide excellent customer service and planning. Our focus is dedicated to professionally and ethically serving the needs of our clients.

Investment Strategists Job Description

We are looking for an experienced investment strategist to create and manage investment portfolios. Responsibilities will include portfolio design, market research, performance evaluations, investment allocation benchmarking, managing client expectations, investment account transactions, and achieving our clients’ overall investment objectives.

To be successful as an investment strategist you must be able to work efficiently and effectively in a collaborative and fast-paced environment. You will have experience in the financial services or investment sectors, and you will focus on providing portfolio recommendations to our clients based on in-depth financial market analyses.

Investment Strategist Responsibilities:

• Generating ongoing investment policy statements, outlining our clients’ investment objectives.
• Constructing successful investment portfolios informed by market conditions and economic trends.
• Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
• Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
• Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
• Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Prospecting for new clients.
• Staying up to date with relevant investment and trading news, and economic trends.

Investment Strategists Requirements:

• Bachelor’s degree in business, economics, or finance.
• Professional certification as a Chartered Financial Analyst (CFA), or similar qualification, such as a CPA.
• FINRA Series 57 or 7, 65 or 66, SIE licenses.
• 3 or more years’ professional portfolio management experience.
• Detailed understanding of capital markets.
• Exceptional analytical skills.
• Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).
• Excellent written and verbal communication skills.
• Highly organized and detail oriented.

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Preferred)

Experience:

• Financial Services: 1 year (Required)

Work Location: Hybrid remote in Boise, ID 83713

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