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Client Associate - Digital Assets

L

Lumida

Client Associate - Digital Assets

National
Full Time
Paid
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  • Responsibilities

    Our Company: Lumida

    Lumida is a venture-backed, tech-enabled investment advisor mandated for digital asset and alternative investment portfolios. We are a growing team of seasoned investment professionals with offices in Boston, New York City, and Miami. Our backers include seed investors in Ribbit Capital, MultiCoin, and Robinhood.

    We are seeking to hire an Investment Associate/Senior Associate to help construct digital asset portfolios and deliver ongoing investment advice to our private and institutional investors. We are targeting a start date at the candidate's earliest convenience.

    Your Department

    Lumida's Chief Investment Office (“CIO”) is responsible for the development and implementation of investment strategies for private and institutional clients. The CIO is comprised of two groups: Digital Assets (“DA”) and Alternative Investments (“Alts”). Our Digital Assets team manages separate accounts of digital assets while the Alts team is focused on Web3 investment opportunities through venture funds and hedge funds. The GM of Wealth oversees all activities and employees within the CIO and is currently seeking an Associate/Senior Associate to join the Digital Assets group.

    Role

    The role will help develop and service clients and their digital asset portfolios. The individual will primarily drive value for clients by delivering actionable insights and investment strategies in digital assets that leverage our institutional research capabilities. The role will collaborate closely with our Investment Directors, Research team, and Operations team to service clients and implement their investment mandates.

    Responsibilities

    Client Coverage

    • Serve as a primary point of contact for clients and their investment teams during onboarding and on an on-going basis (client review materials, performance reports, etc.)
    • Attending meetings, events, and conferences with clients, prospects, and top-tier investment managers
    • Prepare client presentations to support business development and account management
    • Build, refine, and automate workflows in our CRM and other software applications
    • Maintain client and portfolio data in our CRM and work with our Operations team to maintain our wealth management and trading systems
    • Define client-specific reporting templates that our Operations team will build, maintain, and distribute

    Portfolio and Investments

    • Support our Investment Directors in constructing digital asset portfolios that leverage investment recommendations from Research
    • Design and implement asset allocation and portfolio rebalancing frameworks specific to a client's investment mandate
    • Build and analyze portfolio models in Excel and in our portfolio management software
    • Serve as the primary resource for clients to obtain our house research views, as well as relevant trends, topics and investment opportunities in digital asset markets

    People & Culture

    • Support recruiting activities, such as writing job descriptions, conducting live interviews, and designing and administering case studies
    • Join company-wide off-sites on a quarterly basis, as well as ad hoc company events at local office
    • Participate in employee-guided learning opportunities, events
    • Lumia will also fund and encourage support for the CFA, CAIA, and other professional designations

    Qualifications

    • Never-ending drive for excellence and top-1-percentile performance
    • Clear ability to build trust and maintain relationships with clients is required
    • Passion for digital assets is required; experience in digital assets is preferred
    • At least 3 years of demonstrated success in a client-facing role at a financial institution is required
    • Extensive knowledge of finance and investments is required
    • Knowledge of financial planning and tax management are a plus
    • Knowledge of alternative investments and manager diligence is a plus
    • Excellent written and verbal communications skills (*a written case study may be administered during the interview process)
    • Ability to produce high-quality project plans, standard operating procedures, investment memos, presentations, and reports with acute attention to detail
    • Ability to synthesize complex topics and provide concise summaries

    Education and Certifications

    • Bachelor's degree with strong academic performance is required

    • CFA charters, MBA degrees from top-tier programs, and CAIA charters are all a plus