Assistant Vice President, Investment Strategist
About The Position
We are looking for an Assistant Vice President, Investment Strategist for an existing vacancy on our investment team. This role is ideal for a highly analytical and commercially minded investment professional who understands the importance of clear, consistent, and thoughtful communication of the firm’s investment perspectives. The successful candidate will enjoy connecting macroeconomic research, market insights, and portfolio strategy to deliver meaningful and actionable communication. This individual will play a key role in developing and communicating the firm’s investment views, positioning, and outlook to internal stakeholders, while supporting alignment and transparency across the investment platform. If you thrive in a collaborative, intellectually curious environment and enjoy translating complex investment concepts into clear, compelling messaging, this may be an excellent next step in your career. Reporting to the Chief Investment Officer of CC&L Private Capital, this role works closely with portfolio managers, investment teams, and internal stakeholders across the firm. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.
Requirements
- 10+ years of experience in investment strategy, macroeconomic research, asset allocation, portfolio analytics, or a related investment function
- Deep understanding of macroeconomics, financial markets, and multi-asset portfolio construction
- Strong analytical, critical thinking, and problem-solving capabilities
- Excellent written and verbal communication skills with the ability to translate complex investment concepts into compelling narratives
- Proven ability to collaborate and influence across teams and stakeholders without direct authority
- Experience preparing investment presentations, market commentary, and strategic communications for internal and external audiences
- High attention to detail with strong organizational and project management skills
- Intellectual curiosity, sound judgement, and the ability to work effectively in a collaborative and fast paced environment
- Undergraduate degree in Finance, Economics, Business, or a related discipline
Nice To Haves
- CFA designation or progress toward completion is strongly preferred
Responsibilities
- Develop and execute engagement strategies to communicate the firm’s investment views across asset classes including equities, fixed income, currencies, and alternatives
- Communicate to both internal constituents as well as represent the firm’s investment team in select client facing situations and events
- Analyze global economic trends, monetary policy, geopolitics, and market cycles, to identify key market themes, risks, and portfolio implications
- Partner closely with portfolio managers and investment teams to curate key investment perspectives
- Distill research and perspectives from analysts, portfolio managers, and external research providers into clear, concise, and relevant communication for internal stakeholders and Wealth Advisors
- Participate in Investment Committee and asset allocation meetings focused on macroeconomic developments, investment strategy, and portfolio implementation
- Conduct macroeconomic and market research projects, including sourcing and analyzing data, identifying trends and relationships, and presenting findings
- Prepare and deliver materials for weekly Asset Allocation meetings, including documenting market themes, asset mix exposures, and portfolio risks
- Create and maintain macroeconomic and market charts and dashboards utilized across the organization
- Develop recurring and ad hoc investment communications and presentations for internal stakeholders, client meetings, and prospective client discussions
- Analyze portfolio exposures and risks including duration, yield curve positioning, credit exposures, sector allocations, and other portfolio-level characteristics
- Support the creation of quarterly outlooks and other strategic investment publications through data analysis, chart creation, and written commentary
- Influence and support internal stakeholders and Wealth Advisors through strong investment communication and thought leadership
Benefits
- annual performance bonus
- long-term incentive program
- profit sharing
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
