Manager/VP, Investment Strategist/Research, Private Banking
Core
Conduct top-down macroeconomic and market research to formulate investment views, develop multi-asset recommendations, and produce client-facing publications for private banking clients.
Role type
Senior IC investment strategist (macro/multi-asset)
Builds
Investment commentaries, market updates, thematic research reports, and portfolio strategy materials
Domain
Private banking / Wealth management / Global macroeconomics
Required skills
top-down macroeconomic analysis, multi-asset investment strategy, financial market analysis, investment commentary writing, presentation delivery, stakeholder partnership
Preferred skills
CFA/CAIA qualification, experience in private banking or wealth management
Technologies
N/A
Responsibilities
Conduct top-down macroeconomic and market research across global economies and asset classes; Develop multi-asset investment recommendations covering equities, fixed income, FX, commodities, and alternatives; Produce investment commentaries, market updates, and thematic research reports; Prepare and deliver house-view presentations and portfolio strategy updates; Partner with Relationship Managers and Investment Consultants to support client discussions
Seniority
Senior, hands-on IC