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Posted: Sunday, July 30, 2017 12:08 AM

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Senior Investment Strategist June 2017
Hengehold Capital Management LLC

Background

Hengehold Capital Management LLC is a fee only Registered Investment Advisor in Cincinnati OH. We are seeking a Senior Investment Strategist to be part of our Management Team. We are an independent, employee-owned firm serving clients in 25 states. The successful candidate will lead the Investment Committee, have a key role in Client relationships and will grow into the Chief Investment Officer for the Firm.

Office Organization
Wealth Management Services
Investment Research and Trading
Client Services and Operations
Administration, Financial Operations and Compliance

Responsibilities Include:

Leadership

Oversee investment technology systems and utilization
Prepare written communications concerning portfolio strategy
Lead Investment Committee meetings with other research department members and Advisors
Maintain awareness of new strategies and technology that can help us better serve our clients
Research and portfolio construction
Manage investment philosophy and policy for the firm
Manage investment research team of strategists
Manage risk and sub asset class allocations
Evaluate strategist’s recommendations
Develop risk adjusted portfolio allocations
Documentation of portfolio decisions
Advisor and Client Communication
Collaborate with Advisors on creation of investment policy for Clients
Assist Advisors with questions related to trading and performance reporting
Active involvement in Client meetings with Advisors
Experience with written communication (white papers, articles, research reports) to Clients and Advisors
Trading
Oversee trading and operational relationships with custodians
Experience with ETFs, Common Stocks, Mutual Funds, Bonds and SMAs
Compensation and Benefits
Competitive salary based on experience
Health, Life, Dental, Vision and Disability Insurance
401(k) Plan
Flexible work schedule including paid time off and holidays
Education and professional development reimbursement

Qualifications
A CFA or CFP designation with a focus on investments and portfolio construction
Comfortable in a collaborative mid-sized Firm (15 team members)
Experience with Charles Schwab and Tamarac Advisor View and Rebalancing would be beneficial
Innovative, adaptive and be able to help set company direction
Detail-oriented with strong organizational, interpersonal and writing skills
Extensive Client facing experience
Ability to work independently and as part of a group is critical

Please send cover letter and resume to:
Mary Anne Hengehold at info@hengeholdcapital.com or
Hengehold Capital Management LLC
6116 Harrison Avenue, Cincinnati OH 45247

• Location: Cincinnati

• Post ID: 41853948 cincinnati
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