About this role
As an Investment Strategist, you will develop investment strategies, product selections, and asset allocation recommendations for clients. You will collaborate with portfolio management teams, communicate with financial advisors, and provide guidance on investment-related activities. This role offers the opportunity to grow with a dynamic company and contribute to evolving investment solutions.
What we are looking for 6
- Develop investment strategy, product selection, and asset allocation recommendations
- Analyze prospective client holdings and generate proposals
- Communicate investment strategy to financial advisors and clients
- Conduct due diligence on investment managers and strategies
- Create macroeconomic and market-related content
- Bachelor's degree in finance or economics, 3+ years of investment industry experience