Investment Strategy Analyst
Core
Develop investment models, research, and statistics to evaluate fund performance and usage, then communicate strategies to clients and prospects.
Role type
Investment Strategy Analyst
Builds
Investment research reports, performance analysis, and marketing themes for ETF products
Domain
Financial services / ETFs / Asset Management
Deliverable
dashboards & analysis
Required skills
Empirical analysis, statistical techniques, time series data analysis, equity and fixed income market knowledge, macro-economic perspective
Preferred skills
CFA or CAIA designation, internship experience in investment strategy
Technologies
Excel, PowerPoint, statistical software
Responsibilities
Support development of investment models and fund performance evaluation; conduct research on product shelf performance and strategy usage; prepare custom analysis for clients and prospects
Seniority
Junior, 1-3 years experience