Investment Strategist II

As an Investment Strategist II, you will play a key role in supporting our Open Architecture Manager Platform by conducting external manager searches, monitoring investments, and preparing client reports. You will collaborate with investment managers, internal teams, and clients, contributing to portfolio management and asset allocation decisions. This role offers the opportunity to influence investment product selection and contribute to our ESG initiatives.

• Support external manager search, monitoring, and reporting
• Assist with portfolio trade, rebalance, and management functions
• Contribute to asset allocation decisions and client communication
• Evaluate and monitor investment products for the platform
• Conduct quantitative analysis and participate in manager interviews
• Assist in establishing ESG/Sustainability initiatives