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Los Angeles investment Banking jobs

Banking Investment / June 10, 2021

Investment Strategist, Private Wealth Management (Los Angeles, CA)-W433189


SunTrust Sports and Entertainment Group

As part of our team of specialists within the Investment Advisory Group (IAG), the Investment Strategist is responsible for helping Client Advisors win new clients and to deepen and strengthen existing client relationships through advising on investment solutions. The Investment Advisor combines the technical skills of portfolio managers with the communication and selling skills of sales-traders. The role requires a multi-product focus that incorporates equities, fixed income, and foreign exchange products, derivatives, structured products, alternative investments, private equity and hedge fund strategies. Based on investment reviews with clients, recommends and establishes investment strategies and solutions designed to achieve specific account related investment goals and objectives for discretionary and non-discretionary investment portfolios. Develops investment policy statements and advises on strategic and tactical asset allocation. Assist in new business development opportunities and acts as primary resource for investment communication.

Typically manages an account base of approximately 75-100 relationships. Assets Under Management will typically exceed $600 million with revenue responsibility exceeding $4 million.


Minimum Requirements: Bachelors degree. 7 years investment experience, which should include experience as an investment advisor or portfolio manager working with wealthy & high net worth clients. Demonstrates a depth of financial services experience, a flexibility of approach, and a capability to represent a diverse range of technical investment products.

Preferred Requirements: MBA/CFA and/or equivalent professional designation.

Combination of buy and sell-side experience.

Job:Private Wealth Management
Primary Location: CA-Los Angeles Area
Work Locations: SEG - Los Angeles

1999 Avenue of the Stars Suite 2500

Los Angeles 90067

Equal Opportunity Employer

SunTrust supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer and does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, disability, veteran status or other classification protected by law.