Description

As an Investment Product Specialist encompassing both traditional and alternative asset classes, you will play a vital role in accelerating the adoption of AlphaCore investment solutions through education and outreach. The Investment Product Specialist will act as a trusted conduit between the Research team and financial advisors, serving as a subject matter expert on our investment offerings with both advisors and end clients while maintaining a high level of service. 

Primary Responsibilities

• Investment Expertise: As a member of the Research team, you will become a knowledgeable resource on both traditional and alternative strategies.  This subject matter expertise will extend across the menu of AlphaCore approved investments.  
• Advisor Education: Help to educate advisors on the firm’s available offerings, and be able to fully address technical, product and performance inquiries.
• Client and Prospect Engagement: Interact with clients and prospects to understand their investment needs, present portfolio construction solutions, and speak knowledgably about specific investments.
• Reporting and Documentation: Prepare comprehensive research reports, client proposals, investment memos, and presentations for internal and external stakeholders.
• Custom Solutions: Provide guidance on more custom solutions for complex financial planning cases, contributing to portfolio construction where necessary. 
• Opportunistically travel for client engagement or advisor support (if relevant).

Requirements

Qualifications

• Bachelor's degree or MBA with 3-5 years of experience in the financial services industry in an investment role that could encompass areas such as investment research, business development or relationship management (private market experience preferred). 
• Progress towards CFA, CAIA, or similar professional designation preferred.

Skills & Attributes 

• Entrepreneurial mindset with a high level of accountability and strong attention to detail. 
• Excellent written and verbal communication skills, with the ability to convey complex ideas clearly.
• Strong interpersonal skills with proven ability to build effective relationships in a client-facing setting. 
• Collaborative in nature, thriving in a fast-paced, team-focused environment. 
• Innate curiosity and adaptability – must be able to process large volume of information and manage competing priorities.
• Strong time management and organizational skills.
• Demonstrated record of success in a highly technical investment environment.