Position SummaryThe Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus's investment philosophy, solutions, and market perspectives. They develop and maintain deep expertise in Focus's investment platform to support advisors in constructing personalized portfolios aligned with client needs and objectives. They create clear, compelling collateral that articulates the value of Focus's investment offering and equips advisors to apply it effectively in client portfolios. They engage directly with clients and prospects to discuss portfolio positioning and market conditions, increasing client confidence and driving business growth.
Primary Responsibilities- Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support
- Serve as investment strategy subject matter-expert in meetings with clients and/or advisors including providing commentary on current market trends
- Work closely with Manager Research, Proprietary Strategies, and Marketing to create and maintain educational content on Focus investment strategies
- Serve as deeper educational resource expert in multiple investment strategy areas
- Present Investment Strategy related topics at firm and industry events
- Execute on special projects as needed
Qualifications - Bachelors Degree in Accounting, Economics, Engineering, Finance, Math, or related field
- 7+ years of work experience in an investment-related, communications, or technical positions
- Ability to work effectively as a team player and collaboratively across disciplines
- Skilled at building trust and respect of colleagues and clients
- Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail
- Comprehensive understanding of public and private markets, portfolio design, complex investment vehicles, and investment models
- Demonstrated professionalism, integrity, a high degree of ethics and maintain confidentiality
- Ability to effectively interface with advisors, clients and prospects in group and one-on-one settings
- Ability to offer succinct, value-added recommendations, exercise sound judgment, and make effective decisions with sometimes incomplete information
- Ability to take initiative and work independently
- Excellent verbal and written communication skills particularly with regards to conveying technical investment approaches
- Knowledge of global investment market conditions and trends
- Ability to speak to groups, in public or via electronic media
The annualized base pay range for this role is expected to be $140,000 - $160,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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