Beacon Pointe Advisors Recruits Investment Manager Research Analysts
Having an investment manager research analyst to help you choose the best investment manager can be the key to success. As you begin the interview process, you will want to be sure to ask your potential investment manager a series of questions, including whether or not they have an in-house research team. If they do, you will want to find out how they are structured, who they are hired by, and what their qualifications are.
Background check of a wealth manager’s professional regulatory qualifications
Getting your mitts into the sandbox is a lot more fraught than you might think. Amongst the plethora of fiddly tasks is evaluating candidates’ suitability, assessing their performance and assessing the efficacy of their proposed solutions. The most effective way to do this is by using a well-qualified and competent wealth manager. To get the best return on your investment, consider a well-qualified wealth manager who will provide you with the most pertinent information and advice. You can also make a more informed decision by comparing the top quality wealth managers against each other in a bidding war. A well-qualified wealth manager can assist you with your life, business and financial plans in a manner that matches your personality and lifestyle.
Requirements for a CFA
Whether you are looking for a career in investment management or you are a current professional, you should consider pursuing the CFA(r) designation. This designation is a mark of distinction and is highly valued by employers in the global finance industry.
The CFA(r) designation is awarded to professionals who have met specific requirements. These requirements include having a college degree, obtaining 4,000 hours of work experience and passing an exam.
A CFA(r) designation is not a guarantee of employment, but it can be a great way to boost your CV and increase your remuneration. However, earning the designation is not a simple process. It takes time and dedication.
Applicants must also provide two or three professional references. The CFA Institute requires that members act in a dignified and ethical manner. They must also maintain their level of competence and exercise independent judgment.
Beacon Pointe’s dedicated, in-house investment manager research team
Founded in 2002, Beacon Pointe Advisors is one of the nation’s largest independent registered investment advisory firms, providing financial planning, asset management and consulting services to private clients, foundations and retirement plans. It serves over 10,000 clients in 27 offices across the U.S. In 2017, the firm had over $20 billion in assets under management and is actively looking to expand.
With the purchase of Benchmark Private Wealth Management, Beacon Pointe has expanded its footprint to Plano, Texas and the Dallas-Fort Worth area. The firm currently employs 110 financial advisors in 27 offices nationwide.
Beacon Pointe Advisors specializes in women investors and business owners, and has a focus on multi-generational families. In addition to financial planning and asset management, the firm provides clients with access to consulting services and strategic life planning.
Beacon Pointe’s investment manager research analyst position description
Whether you are interested in an analyst or investment manager position at Beacon Pointe, you are likely wondering what to expect. Here is a brief overview of the duties and responsibilities of each role.
An investment manager is responsible for maintaining a manager’s portfolio. He or she will also monitor that manager’s performance. During the monitoring process, the manager is evaluated on a daily basis. If the manager has poor performance, he or she is placed on a “watch list.” The watch list triggers additional scrutiny.
An analyst position will involve conducting quantitative investment analysis, analyzing fund performance, and monitoring managers. In addition, the analyst will identify new managers. This role requires strong analytical skills, a strong working knowledge of capital markets, and the ability to deductively make decisions. The analyst will also provide direction to the team.
RVK’s dedicated, in-house investment manager research team
Whether you are a seasoned investor or new to the alternatives space, you will appreciate the extensive experience of RVK’s dedicated, in-house investment manager research team. The research team evaluates investments across traditional asset classes as well as alternative assets. It also provides asset class education.
The research team’s responsibilities include actively monitoring portfolio holdings. It also conducts an annual review of portfolios. This annual checkup serves as a reminder to ensure that a portfolio is on track.
The investment research team also provides a supplemental alternative investments report. This report provides an up-to-date overview of the state of the alternative investment space. It also includes a quartile rank of investments.
RVK’s risk control strategies focus on matching risk to investment objectives. They begin with a “top down” approach that considers investment purpose, and then progresses to risk preference setting for the entire portfolio.