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JobTitle
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Job Title
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Investment Strategist
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JobCode
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Job Code
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7069
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JobCategoryName
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Job Category
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Investment Operations
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JobTypeName
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Job Type
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Permanent
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JobLocationName
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Job Location
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Boston - MA
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PublishOnDate
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Date Posted
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Mar 14 2023 12:00:00:000AM
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ExpireOnDate
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Expires On
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Apr 30 2023 12:00:00:000AM
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Responsibilities
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Responsibilities
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- Act as in-house investment specialist conducting research and providing information regarding product positioning, market perspective, historical performance, attribution, competitive landscape, etc.
- Prepare investment reports such as performance reporting, competitive analysis, benchmarking, and MPT statistics.
- Provide support to field sales including attending client meetings and participating in calls with clients.
- Design and deliver product training to internal departments. Sample training topics include product attributes, positioning, differentiation, portfolio updates, and market context.
- Collaborate with various groups (portfolio managers, Sales, Marketing, Legal, etc.) to build and maintain consistent product messaging and positioning.
- Coordinate with internal/external partners (Fund/Product Operations, Legal/Compliance, etc.) on initial product development and ongoing modifications.
- Create and deliver value-added investment programs where appropriate (seminars, white papers, etc.).
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Qualifications
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Qualifications
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- Bachelor's Degree
- Advanced degree or CFA preferred (or progress towards designation)
- 10+ years of financial services experience with a minimum of 2 years of product related experience.
- Prior experience/depth with macroeconomics and global markets preferred
- Excellent understanding of capital markets and portfolio construction
- Strong investment knowledge and interpersonal skills
- Effective writing and editing skills
- Positive demeanor
- Ability to handle competing priorities
- Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc)
- May have travel 25% of the year
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RequiredYearsOfExperience
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Required Years of Experience
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10
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AdditionalInfo
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Additional Info
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For more information, contact Lynn