Investment Strategist (Advisory) - North America Market

moomoo • Jersey City, NJ

1d

About The Position

The Investment Strategist (Advisory) role focuses on the North America Market, requiring deep investment research and the creation of client-facing content for U.S. equities, options, futures, and other derivatives. The position involves providing bespoke investment advisory to High-Net-Worth (HNW) clients, including developing tailored investment themes, offering strategic asset allocation and trade execution support, and addressing market inquiries. The role also includes drafting market commentary, client educational materials for U.S. and Canada markets, and developing actionable investment strategies. A key responsibility is contributing to the department's product matrix by curating financial solutions aligned with client risk/return profiles and the firm's 'house view'. Client segmentation analysis is required to design scalable strategies and service models for different client tiers.

Requirements

• Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
• Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.
• At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
• Strong communication and coordination skills, with a strong sense of teamwork.
• Native in English.
• FINRA License is required (Required：FINRA SIE, Series 7/63/86/87).

Nice To Haves

• Chinese speaking is highly preferred.

Responsibilities

• Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives.
• Deliver bespoke investment advisory to High-Net-Worth (HNW) clients, including developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
• Draft thematic market commentary and client educational materials for U.S. and Canada markets.
• Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs).
• Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles.
• Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
• Perform client segmentation analysis to design scalable & customized global investment & operational strategies.
• Develop and implement customized, ongoing service models and engagement plans tailored to different client tiers based on client segmentation insights.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior