Investment Strategist



Industry: Financial Services


5 - 7 years

Posted 371 days ago

Investment Strategist
Region:     New York           State:     NY

Investment Strategist

Job Description

The primary focus of the Investment Strategist is to conduct economic, market, and asset allocation research in conjunction with the Investment Strategy team. The ideal candidate will have a quantitative background and experience in financial modeling. The Investment Strategist will report to the Chief Investment Strategist.

Candidate should be a consummate team player who seeks a highly rigorous and challenging environment for his or her career development. He/she should possess strong quantitative, verbal, and written communication skills. A familiarity with economic and market data is crucial, as is a strong background in statistics and modeling.

Other attributes for success in this role include:

    Attention to detail, a strong sense of urgency, and the ability to work independently and in a collaborative environment
    Results-driven and a motivated self-starter
    Strong interpersonal and organizational skills with the ability to multi-task

Major responsibilities and objectives:

    Read, research, and remain current on financial markets to help generate ideas and input toward the platform’s broader investment strategy.
    Conduct research and analyze data on economic and market topics as directed by the Chief Investment Strategist and Chief Investment Officer.
    Generate and update original economic and market-related data and charts for client presentations and other publications.
    Assist with risk analysis and many other features of asset allocation work.
    Work with team to create and improve tools and processes for making asset allocation and investment decisions pertaining to client portfolios.
    Help team to answer questions from clients and Client Advisors pertaining to specific securities, asset classes, portfolios, or economic issues.
    Special projects, as needed.


    Bachelor’s degree, 5+ years in a financial markets environment
    Knowledge of asset allocation and portfolio construction concepts as well as economics
    Experience building and interpreting statistical models
    Strong proficiency in Microsoft Excel, PowerPoint, Bloomberg, and FactSet (or similar data software)