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    "requisitionDescription": "<div><div><div><h2 data-start=\"187\" data-end=\"228\" data-pasted=\"true\">Investment Specialist</h2><p data-start=\"229\" data-end=\"388\"><strong data-start=\"229\" data-end=\"242\">Location:</strong> Mesa, AZ<br data-start=\"278\" data-end=\"281\"><strong data-start=\"281\" data-end=\"296\">Department:</strong> Investments<br data-start=\"308\" data-end=\"311\"><strong data-start=\"311\" data-end=\"326\">Reports To:</strong> SVP Director of Investments&nbsp;</p><hr data-start=\"390\" data-end=\"393\"><h2 data-start=\"395\" data-end=\"414\"><strong data-start=\"398\" data-end=\"414\">Job Overview</strong></h2><p data-start=\"416\" data-end=\"950\">The <strong data-start=\"420\" data-end=\"445\">Investment Specialist</strong> is a key contributor to the ongoing development, maintenance, and support of Modern Wealth&rsquo;s Nationwide Investment Platform. This role serves as an investment subject matter expert across multiple business lines, supporting advisors and regional offices while helping ensure consistent, high-quality investment solutions firm wide. The ideal candidate will combine strong investment expertise with a service-oriented mindset to enhance advisor engagement and support the firm&rsquo;s fiduciary responsibilities.</p><hr data-start=\"952\" data-end=\"955\"><h2 data-start=\"957\" data-end=\"984\"><strong data-start=\"960\" data-end=\"984\">Key Responsibilities</strong></h2><h3 data-start=\"986\" data-end=\"1024\"><strong data-start=\"990\" data-end=\"1024\">Nationwide Investment Platform</strong></h3><ul data-start=\"1026\" data-end=\"1822\"><li data-start=\"1026\" data-end=\"1197\"><p data-start=\"1028\" data-end=\"1197\">Assist in building, maintaining, and supporting Modern Wealth&rsquo;s Nationwide Investment Platform, including both internally and externally managed investment strategies.</p></li><li data-start=\"1198\" data-end=\"1427\"><p data-start=\"1200\" data-end=\"1427\">Support the development, management, and ongoing maintenance of internally managed nationwide investment strategies, including asset allocation and manager/security selection, in accordance with defined investment parameters.</p></li><li data-start=\"1428\" data-end=\"1615\"><p data-start=\"1430\" data-end=\"1615\">Conduct in-depth investment research and due diligence on external managers and strategies, identifying industry-leading solutions for inclusion on the Nationwide Investment Platform.</p></li><li data-start=\"1616\" data-end=\"1724\"><p data-start=\"1618\" data-end=\"1724\">Support the investment approval, onboarding, and integration process for new strategies across the firm.</p></li><li data-start=\"1725\" data-end=\"1822\"><p data-start=\"1727\" data-end=\"1822\">Contribute to the continuous enhancement and scalability of the Nationwide Investment Platform.</p></li></ul><h3 data-start=\"1824\" data-end=\"1865\"><strong data-start=\"1828\" data-end=\"1865\">Regional Office Service &amp; Support</strong></h3><ul data-start=\"1867\" data-end=\"2617\"><li data-start=\"1867\" data-end=\"2030\"><p data-start=\"1869\" data-end=\"2030\">Build and maintain strong relationships with advisors, serving as a trusted investment resource and proactively identifying opportunities to deepen engagement.</p></li><li data-start=\"2031\" data-end=\"2175\"><p data-start=\"2033\" data-end=\"2175\">Assist with managing, maintaining, and transitioning regional-office legacy investment strategies toward the Nationwide Investment Platform.</p></li><li data-start=\"2176\" data-end=\"2331\"><p data-start=\"2178\" data-end=\"2331\">Provide investment guidance to advisors and clients, including asset allocation, portfolio construction recommendations, and performance communication.</p></li><li data-start=\"2332\" data-end=\"2488\"><p data-start=\"2334\" data-end=\"2488\">Collaborate closely with internal stakeholders, including regional office support staff, investment operations teams, external partners, and compliance.</p></li><li data-start=\"2489\" data-end=\"2617\"><p data-start=\"2491\" data-end=\"2617\">Ensure adherence to regulatory requirements, compliance policies, ethical standards, and investment management best practices.</p></li></ul><hr data-start=\"2829\" data-end=\"2832\"><h2 data-start=\"2834\" data-end=\"2855\"><strong data-start=\"2837\" data-end=\"2855\">Qualifications</strong></h2><ul data-start=\"2857\" data-end=\"3461\"><li data-start=\"2857\" data-end=\"2929\"><p data-start=\"2859\" data-end=\"2929\">Bachelor&rsquo;s degree in finance, economics, or a related field required</p></li><li data-start=\"2930\" data-end=\"2983\"><p data-start=\"2932\" data-end=\"2983\">CFA designation or active CFA candidacy preferred</p></li><li data-start=\"2984\" data-end=\"3109\"><p data-start=\"2986\" data-end=\"3109\">Minimum of 5+ years of experience in investment management or portfolio management within the financial services industry</p></li><li data-start=\"3110\" data-end=\"3236\"><p data-start=\"3112\" data-end=\"3236\">Demonstrated expertise in financial markets, investment products, asset allocation, security analysis, and risk management</p></li><li data-start=\"3237\" data-end=\"3362\"><p data-start=\"3239\" data-end=\"3362\">Strong analytical and quantitative skills with the ability to perform comprehensive investment research and due diligence</p></li><li data-start=\"3363\" data-end=\"3461\"><p data-start=\"3365\" data-end=\"3461\">Proven ability to communicate complex investment concepts clearly to advisors and stakeholders</p></li></ul><hr data-start=\"3463\" data-end=\"3466\"><h2 data-start=\"3468\" data-end=\"3500\"><strong data-start=\"3471\" data-end=\"3500\">Key Competencies / Skills</strong></h2><ul data-start=\"3502\" data-end=\"3827\"><li data-start=\"3502\" data-end=\"3562\"><p data-start=\"3504\" data-end=\"3562\">Strong relationship-building and advisory support skills</p></li><li data-start=\"3563\" data-end=\"3619\"><p data-start=\"3565\" data-end=\"3619\">Advanced analytical and problem-solving capabilities</p></li><li data-start=\"3620\" data-end=\"3690\"><p data-start=\"3622\" data-end=\"3690\">Ability to manage multiple priorities across a nationwide platform</p></li><li data-start=\"3691\" data-end=\"3757\"><p data-start=\"3693\" data-end=\"3757\">High attention to detail and commitment to fiduciary standards</p></li><li data-start=\"3758\" data-end=\"3827\"><p data-start=\"3760\" data-end=\"3827\">Collaborative mindset with the ability to work cross-functionally</p></li></ul></div></div></div>\n",
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