Investment Research Associate

Strategas Securities

21d • $125,000 - $175,000

About The Position

Investment Research Associate The Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media and internal constituents. Led by the firm’s Chief Investment Strategist, Jason De Sena Trennert, the team seeks to provide clear and concise research that allows its clients to reach actionable investment conclusions in a timely manner. The Role As an Investment Research Associate, you will be responsible for helping to develop the strategy narrative, coming up with actionable ideas and themes, and deliver market insights to investors. You will not only have prior experience in macro research as an economist or strategist, but must also be an outstanding writer, and able to both educate a range of client types. The Impact You'll Make: Deliver our cross-asset class investment views into client presentations, publications or product-oriented marketing programs. Work closely with senior leadership and sales personnel to develop topical and relevant materials for presentation to clients and prospects. Support the marketing and servicing of various products for clients and prospects. Participate in the formulation of macro-based strategy views and research across all asset classes – equities, rates, credit, commodities and foreign exchange. Respond to developing macro-economic or geopolitical situations in relation Strategas’s view, proactively and reactively. Provide sales personnel with guidance comparing, contrasting and, when necessary, acknowledging conflicting strategy positioning which will arise from time to time. Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics. Support the Firms’ institutional clientele with bespoke requests and calls.

Requirements

• A Bachelor’s degree or higher is required.
• Strong client skills as frequent interaction with our clients will be required.
• Superb written and verbal communication skills, as well as the proven ability to effectively convey ideas with passion and clarity (simplify the complex with the use of stories, anecdotes and analogies).
• Intellectual curiosity and the ability to generate insightful and relevant investment ideas backed by rigorous research.
• Strong understanding of financial markets and economics; candidate should be well-versed in capital markets history and economic indicators, as well as equity, fixed income, international, emerging markets, currency, asset allocation, and alternative asset classes.
• Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc.
• 3-7 years of professional experience

Nice To Haves

• Writing samples, examples of research or other materials are welcome.

Responsibilities

• Deliver our cross-asset class investment views into client presentations, publications or product-oriented marketing programs.
• Work closely with senior leadership and sales personnel to develop topical and relevant materials for presentation to clients and prospects.
• Support the marketing and servicing of various products for clients and prospects.
• Participate in the formulation of macro-based strategy views and research across all asset classes – equities, rates, credit, commodities and foreign exchange.
• Respond to developing macro-economic or geopolitical situations in relation Strategas’s view, proactively and reactively.
• Provide sales personnel with guidance comparing, contrasting and, when necessary, acknowledging conflicting strategy positioning which will arise from time to time.
• Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics.
• Support the Firms’ institutional clientele with bespoke requests and calls.

Benefits

• Bonus potential
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
• Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees