Investment Strategist

Job Title: Investment Strategist

Job Description: We are seeking a highly skilled Investment Strategist to join our team and lead our investment strategy development and implementation. The Investment Strategist will play a pivotal role in analyzing market trends assessing investment opportunities and optimizing portfolio performance. This role requires a strong understanding of financial markets investment principles and strategic asset allocation.

Roles and Responsibilities:

• Conduct indepth research and analysis of global financial markets economic trends and geopolitical factors to formulate investment strategies.
• Develop and implement investment strategies aligned with client objectives risk tolerance and market conditions.
• Evaluate asset classes including equities fixed income alternative investments and derivatives to identify opportunities for portfolio diversification and risk management.
• Monitor and analyze investment performance assessing portfolio metrics benchmarks and attribution analysis.
• Collaborate with portfolio managers research analysts and investment committees to generate investment ideas and recommendations.
• Prepare and present investment proposals reports and presentations to clients stakeholders and senior management.
• Stay informed about regulatory changes market developments and industry best practices affecting investment strategies.
• Provide investment advisory services to clients including portfolio analysis asset allocation recommendations and risk management strategies.
• Conduct client meetings respond to inquiries and provide timely updates on investment performance and market outlook.
• Maintain relationships with external investment managers brokers and industry experts to stay informed about market opportunities and trends.

Skills Required:

• Bachelors degree in Finance Economics Business Administration or related field (Masters degree CFA or similar certifications preferred).
• Proven experience as an Investment Strategist Portfolio Manager or similar role with a minimum of 5 years in investment management.
• Strong analytical skills and proficiency in financial modeling quantitative analysis and risk assessment techniques.
• Deep understanding of asset allocation strategies investment products and financial instruments.
• Excellent communication and presentation skills with the ability to articulate complex investment concepts to diverse audiences.
• Strategic thinker with the ability to develop innovative investment strategies and adapt to changing market conditions.
• Ability to work collaboratively in a team environment leveraging insights and expertise from crossfunctional teams.
• Knowledge of regulatory requirements and compliance standards relevant to investment management.
• Proficiency in investment research tools portfolio management software and Microsoft Office Suite (Excel PowerPoint Word).

Compensation:

• The salary for this position will be competitive and commensurate with experience and qualifications.
• Comprehensive benefits package including health insurance retirement plans and performancebased incentives.
• Opportunities for professional development and career advancement within the organization.