Investment Strategist
Core
Conduct investment research, analytics, and market commentaries to drive ETF product strategies and communicate insights to clients and prospects.
Role type
Investment Strategist (ETFs)
Builds
Investment research reports, market commentaries, and product positioning narratives
Domain
Financial services / ETFs / Asset Management
Deliverable
dashboards & analysis
Required skills
Portfolio management, financial markets analysis, risk measurement, macro-economics, empirical analysis, statistical techniques, time series analysis, data analytics tools (Bloomberg, Morningstar, Factset), AI application in research
Preferred skills
CFA, CAIA, MBA
Technologies
Bloomberg, Morningstar, Factset, Excel, PowerPoint
Responsibilities
Conduct investment research on product shelf performance; prepare custom research for clients; compose marketing materials and market narratives; partner with product development on new product research and due diligence; assist with fund performance analysis and strategy testing.
Seniority
Mid-Senior (5-7 years experience)