INVESTMENT STRATEGY ANALYST

MAJOR DUTIES

• Conduct research projects on developments in financial markets
• Maintain the group’s proprietary toolsets, which include but not is limited to asset allocation models, stock portfolios, multi-asset class investment portfolios and behavioral finance analyses.
• Assist the ISG in the research of various timely investment topics for the group’s monthly and ad hoc publications
• Assist and maintain all communication channels which include internal and external facing websites.
• Prepare client presentations illustrating results of customized analysis.
• Assist in the review and evaluation of asset allocation performance.
• Provide general client support for senior advisors on team.

ADDITIONAL QUALIFICATIONS

• Strong qualitative and quantitative skills
• Knowledge of the financial markets
• Strong communication and critical thinking abilities
• Proficient in Microsoft Outlook and Microsoft Office Suite
• Excel expertise and knowledge in VBA, Macros is a plus
• Knowledge of Morningstar Direct, FactSet, Bloomberg and other types of financial analytics software
• Series 7 and series 66 required within 12 months of hire