Ultra High Net Worth Investment Advisor

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

Essential Functions/Responsibilities

• Act as an investment professional and natural extension of the Portfolio Management Team with institutional/UHNW clients and prospects.
• Work with the Portfolio Management Team to fully understand market narrative, strategy decisions, strategic/tactical positioning as well as underlying security fulfillment rationale.
• Manage a portfolio of roughly 30 institutional/UHNW clients
• Implement changes to portfolios to ensure appropriate diversification, risk, return and positioning consistent with broader strategies.
• Work with clients to evaluate and develop institutional IPS or, often times, custom solutions for individuals.
• Responsible for all aspects of client relationship pertaining to investments including the delivery of client review meetings: market narrative, strategic/tactical portfolio positioning, performance attribution. Duties also include ongoing account compliance, maintenance and trading.
• Maintain full awareness of current events and impacts to client portfolios.
• Participate in prospect meetings and marketing events to explain broad investment approach including philosophy, process, and/or market narrative. Highly effective communicator with ability to clearly articulate firm view.
• Work collaboratively with appropriate areas of the firm to facilitate client needs.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Bachelor degree required with preference for high level degree and/or CFA designation.
• 10 years of investment industry experience, preferably working with institutional/UHNW clients.
• Willingness to travel frequently.

Preferred Knowledge and Skills

Level of Complexity and Scope

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

Physical Requirements

Compliance Statement

• The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.