Touchstone Investments' Global Market Strategist

Western & Southern Financial GroupCincinnati, OH

About The Position

The Global Market Strategist is responsible for developing and recommending investment strategies to achieve particular investor objectives and desired outcomes. This individual will develop written content used by Touchstone sales professionals and Touchstone's clients to effectively convey investment information and strategies. The position also serves as Touchstone spokesperson regarding timely investment themes and strategies which are facilitated by Touchstone's spectrum of comingled investment solutions.

Requirements

  • Bachelor's Degree - Required
  • A minimum of 10 years' relevant investment experience preferably as an Investment Strategist or Portfolio Manager. - Required
  • Proven experience authoring investment content. - Required
  • Demonstrated excellent written communication skills. required
  • Demonstrated solid interpersonal skills and experience in public speaking; experience working with broadcast and/or print media preferred.
  • Proven to be adept at utilizing investment information systems (e.g., Bloomberg, FactSet, Morningstar Direct, Zephyr Analytics).
  • Strong PC and Microsoft Office suite usage.
  • Solid experience with investment information systems and attribution software.
  • Certified Public Accountant (CPA) Upon Hire - Required

Nice To Haves

  • MBA a plus. - Preferred
  • Chartered Financial Analyst (“CFA”) charterholder strongly preferred.
  • Demonstrated strong investment management acumen and analytical skills- preferred
  • Certified Internal Auditor (CIA) or Certified Information Systems Auditor (CISA) - Preferred

Responsibilities

  • Authors content (e.g., “white papers,” proof statements) supportive of positioning Touchstone and its Funds.
  • Develops periodic review of asset classes and performance of Touchstone funds within those classes.
  • Analyzes investment scenarios and determines optimal portfolio structure to achieve desired outcome characteristics (e.g., yield, return, risk).
  • Produces research and strategy (e.g., asset allocation) related to timely investment themes and how Touchstone funds provide solutions for such themes.
  • Provides timely insights regarding market events or economic releases.
  • Presents at due diligence events, sales events and client events regarding markets, asset classes, themes and Touchstone funds.
  • Supports institutional and retail messaging and sales efforts.
  • Collaborates with sub-advisors and third-party resources to leverage content development.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
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