Portfolio Strategist

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Job description

Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest. Oxford was named the #5 Largest Multi-Family Office in the World by Caproasia in 2020. Oxford was named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA in 2020 (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $26.7 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years.

Position Summary:

The primary responsibility of a Portfolio Strategist is to provide support to the Investment Management Group, Managing Directors, and Internal Teams concerning issues related to investments and client meeting preparation. This includes asset allocation modeling, portfolio recommendations based on policies specified by the Oxford Investment Fellows (OIF) and special analysis/projects.

Duties & Responsibilities:

Portfolio implementation and recommendations

• Creates/updates client Investment Allocation Summaries and Investment Recommendation Reports
• Manages discretionary portfolios in rebalancing software
• Provides recommendations for rebalancing portfolios, investing cash, and raising cash consistent with clients' tax sensitivity, portfolio make-up, manager suitability, and the OIF's current investment strategy
• Applies account specific security restrictions and applies appropriate cash reserves to accounts in rebalancing software
• Maintains account mapping, substitution or security level definitions for each security hold in an Oxford account
• Interacts with client service team members to coordinate client-specific investment strategies
• Monitor and update investment allocations to keep current with OIF policies
• Daily monitoring of compliance metrics and takes action to keep portfolios in tolerance with allocations and Investment Policy Statements (IPS)

Qualifications:

• Bachelor's degree in business or related field required. MBA, CFA or CFP preferred
• Experience with rebalancing, portfolio management and CRM software preferred (Tamarac, SalesForce)
• Understanding of tax efficient management of portfolios
• Working knowledge of Microsoft Word and Outlook
• Strong working knowledge of Microsoft Excel
• Strong critical thinking/analytical skills
• Strong attention to detail with excellent organizational skills
• 3-5 years prior investment related experience
• Must have a professional demeanor with the utmost respect for confidential matters
• Must be able to work independently and in a team environment
• Must have excellent written and verbal communication skills with strong interpersonal skills
• Must have ability to multi-task
• Must have ability to work in a high stress, fast paced environment
• Must have strong work ethic with a positive attitude

Working Conditions:

• Extensive computer use
• Ability to work in a high stress, fast paced environment
• Excellent attention to detail and organizational skills
• Excellent verbal and written communication skills with strong interpersonal skills