Senior Investment Associate

As a Senior Investment Associate at BluePointe Capital, you will play a pivotal role in contributing to the overall success of our investment program. The ideal candidate will have:

• A strong background in finance
• Deep knowledge of investment strategies
• The ability to execute portfolio rebalancing
• Experience with portfolio management software (Addepar or similar)

Responsibilities:

1. Research and Analytics:

• Assist the Director of Investment Strategy in the collection and oversight of investment data.
• Support research on various asset classes, investment opportunities and financial products.
• Contribute to investment committee discussions on asset allocation models and strategy.

2. Associate Relationship Manager:

• Assist the CEO in managing their client book; understanding their financial objectives, risk tolerance and investment preferences.
• Implement and monitor asset allocation strategy, making adjustments as necessary to optimize portfolio performance in line with allocation targets and other client goals.
• Monitor and analyze the impact of market events on portfolios, working with the Director of Investment Strategy to make proactive adjustments to ensure risk levels are within defined parameters.
• Communicate investment strategies and portfolio performance clearly and effectively to clients, ensuring a high level of client satisfaction.

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field.
• Series 65 or Series 7 license.
• At least three years of experience at a registered investment advisory firm or similar financial/brokerage background with portfolio responsibilities.
• Knowledge of financial markets, investment strategies (traditional and alternative asset classes) and portfolio management techniques.
• Strong analytical skills and the ability to make informed, data-driven investment recommendations.
• Excellent communication and interpersonal skills for effective client engagement.
• Ability to work collaboratively and independently within an entrepreneurial environment.
• Proficiency in Microsoft Excel.

BluePointe offers a hybrid work environment. The preferred location for this position is California but other geographies will be considered.