W3Global ยท 1 day ago
Client Portfolio Manager and Senior Investment Analyst
Chattanooga, TN
Full-time
Hybrid
Senior Level
5+ years expW3Global is seeking a Client Portfolio Manager and Senior Investment Analyst who will integrate advanced investment research with portfolio management responsibilities. This role involves designing customized investment strategies, conducting comprehensive research, and collaborating with various teams to ensure optimal client outcomes.
ConsultingRecruitingStaffing Agency
Responsibilities
Assess client goals, risk tolerance, and constraints to design tailored investment portfolios
Communicate proactively with clients regarding markets, performance, and economic trends
Convey the firm's investment philosophy and process clearly
Educate clients on opportunities, expectations, and long-term objectives
Participate in and lead prospect meetings and client onboarding
Serve as a subject matter expert translating complex data into accessible insights
Conduct research across equities, fixed income, alternatives, currencies, commodities, and global macro
Build predictive models; perform quantitative and qualitative research
Develop recommendations and present insights to the Investment Committee
Perform due diligence on third-party managers and vehicles
Monitor economic, corporate, and geopolitical trends to guide portfolio decisions
Oversee construction, rebalancing, and implementation aligned with client objectives
Develop and execute investment processes, asset selection, and tactical shifts
Provide analysis on individual stocks and managed funds/ETFs
Execute risk-management strategies and adjust proactively
Monitor regulatory and market changes affecting strategy
Work with Wealth Advisors to ensure strong portfolio design and client experience
Collaborate with analysts, fund managers, and traders for deeper insights
Contribute to the Investment Committee and model development
Support advisors with timely client-related deliverables
Qualification
Required
Bachelor's in finance, economics, business, mathematics, data science, risk management, or related field
5+ years of investment experience, ideally client-facing
Strong knowledge of portfolio management and rebalancing systems
Ability to build and communicate models and research
Background/credit check required
Series 65 or qualifying exam required
Deep expertise in investment/portfolio theory, global markets, and instruments
Strong portfolio construction, performance analysis, and risk management skills
Highly analytical with strong trend-detection and pattern-recognition capability
Advanced modeling and research synthesis abilities
Ability to anticipate market changes and apply behavioral finance principles
Exceptional attention to detail and time-management
Strong presentation and reporting skills
Intellectual curiosity and proactive research mindset
Expertise in asset allocation, performance evaluation, and risk mitigation
Advanced financial modeling, predictive analytics, and research methods
Knowledge across asset classes and analytical tools
Ability to present complex research clearly
Understanding of behavioral finance
Continuous monitoring of markets and economic news
High emotional intelligence and self-awareness
Strong relationship-building skills and consultative approach
Team-oriented, detail-focused, and humble
Creative thinking and ability to simplify complexity
Excellent verbal and written communication
High integrity and ethical standards
Crisis management and decisiveness
Thought leadership and team mentorship
Ability to uphold and articulate the firm's mission and values
Cross-disciplinary fluency; strong adaptability
Team-first mindset and systems thinking
Ability to leverage networks to enhance client outcomes
Preferred
Experience with stock analysis and manager due diligence (preferred)
CFA designation or active progress toward the charter
MBA or related graduate degree
Company
W3Global
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Sridhar Venkatesan
CEO
Company data provided by crunchbase