Investment Strategy Associate
Core
Researching and building investment strategies and supporting materials for Investment and Portfolio Management Committees to advise Wealth clients.
Role type
Investment Strategy Associate
Builds
Monthly strategy content, investment charts, and research analyses for internal committees and external client-facing Advisors.
Domain
Asset Management / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Investment strategy research, financial analysis, data synthesis from research providers and academic literature, chart creation, regulatory compliance, risk identification
Preferred skills
CFA designation, capital markets knowledge, investment management industry experience
Technologies
N/A
Responsibilities
Research and build monthly strategy content for Investment and Portfolio Management Committees; Develop supporting material and analyses for client-facing Advisor meetings; Proactively research investment strategy topics by summarizing external research and academic literature; Independently develop investment charts and research for written investment materials; Understand and adhere to company risk and regulatory standards; Identify risk-related issues needing escalation
Seniority
Junior to Mid-level, hands-on IC