Investment Strategist

Job Overview: We are seeking a strategic and analytical Investment Strategist to join our team. The Investment Strategist will be responsible for developing and implementing investment strategies conducting market research and providing portfolio recommendations to optimize investment outcomes. This role requires strong financial analysis skills market expertise and the ability to deliver actionable insights to institutional clients and portfolio managers.

Roles and Responsibilities:

1. Market Analysis and Research:

   • Conduct comprehensive research and analysis of global financial markets asset classes and economic trends. Monitor macroeconomic indicators geopolitical events and regulatory developments that may impact investment strategies.
   • Evaluate market opportunities industry sectors and asset allocation strategies to identify potential investment themes and risks.

2. Investment Strategy Development:

   • Develop investment strategies and asset allocation recommendations based on market analysis risk assessment and client objectives. Collaborate with portfolio managers and investment committees to align strategies with investment mandates and client goals.
   • Utilize quantitative models financial analytics and scenario analysis to optimize portfolio performance and enhance riskadjusted returns.

3. Client Relationship Management:

   • Serve as a trusted advisor to institutional clients including pension funds endowments and highnetworth individuals. Present investment strategies market insights and portfolio recommendations in client meetings presentations and written reports.
   • Build and maintain client relationships address investment inquiries and provide tailored investment solutions to meet client objectives and preferences.

4. Portfolio Monitoring and Performance Analysis:

   • Monitor portfolio performance asset allocation and investment benchmarks. Conduct performance attribution analysis risk assessments and periodic reviews to assess portfolio effectiveness and compliance with investment guidelines.
   • Prepare performance reports investment commentaries and strategic updates for internal stakeholders and external clients.

5. Risk Management and Compliance:

   • Assess investment risks including market risk credit risk liquidity risk and operational risk. Implement risk management strategies hedging techniques and diversification measures to mitigate portfolio risks.
   • Ensure compliance with regulatory requirements investment policies and industry standards. Maintain adherence to ethical standards and best practices in investment management.

6. Thought Leadership and Market Insights:

   • Provide thought leadership on market trends investment strategies and economic forecasts. Publish research reports white papers and articles on relevant topics to enhance firm credibility and client engagement.
   • Participate in industry conferences seminars and networking events to stay informed about emerging trends and developments in investment management.

Skills Required:

• Bachelors degree in Finance Economics Business Administration or related field. Masters degree (e.g. MBA) and professional certifications (e.g. CFA) are preferred.
• 58 years of experience in investment management asset allocation or financial analysis. Previous experience as an investment strategist portfolio manager or financial advisor is advantageous.
• Strong knowledge of financial markets investment principles and asset classes (equities fixed income alternatives).
• Advanced proficiency in financial modeling quantitative analysis and portfolio optimization techniques.
• Excellent communication skills with the ability to articulate complex investment concepts and strategies to diverse audiences.
• Strategic thinking and decisionmaking abilities with a focus on generating innovative investment solutions and achieving client objectives.
• Ability to work independently and collaboratively within a team environment with a proactive approach to problemsolving and client service.
• Analytical mindset with attention to detail and accuracy in investment analysis and risk management.

Compensation:

• Performancebased bonuses and incentives may range from 15% to 30% of base salary based on individual and fiTrm performance metrics.
• Additional benefits may include health insurance retirement savings plans professional development allowances and potential profitsharing or equity participation.