Investment Strategist

Profile

Act as in-house investment specialist conducting research and providing information regarding product positioning, market perspective, historical performance, attribution, competitive landscape, etc.
Prepare investment reports such as performance reporting, competitive analysis, benchmarking, and MPT statistics.
Provide support to field sales including attending client meetings and participating in calls with clients.
Design and deliver product training to internal departments. Sample training topics include product attributes, positioning, differentiation, portfolio updates, and market context.
Collaborate with various groups (portfolio managers, Sales, Marketing, Legal, etc.) to build and maintain consistent product messaging and positioning.
Coordinate with internal/external partners (Fund/Product Operations, Legal/Compliance, etc.) on initial product development and ongoing modifications.
Create and deliver value-added investment programs where appropriate (seminars, white papers, etc.).
Qualifications
Bachelor's Degree
Advanced degree or CFA preferred (or progress towards designation)
10 years of financial services experience with a minimum of 2 years of product related experience.
Prior experience/depth with macroeconomics and global markets preferred
Excellent understanding of capital markets and portfolio construction
Strong investment knowledge and interpersonal skills
Effective writing and editing skills
Positive demeanor
Ability to handle competing priorities
Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc)
May have travel 25% of the year
Required Years of Experience
10
Additional Info
For more information, contact Lynn
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Salary Range

Company info

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