Investment Strategist

ProShares • New York, NY

5d • $150,000 - $180,000 • Hybrid

About The Position

We are seeking a highly motivated and talented Investment Strategist to join our dynamic team. As an Investment Strategist at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market.

Requirements

• BA/BS required.
• 5-7 years of experience in financial services.
• Experience in empirical analysis and statistical techniques applied to financial markets and investment products.
• Experience in analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process.
• Experience with data and analytical tools including Bloomberg, Morningstar, and Factset.
• Experience in deploying AI to drive enhanced efficiency and insight into the research and writing process.
• Advanced skillset in portfolio management, financial markets, returns and risk measurement; macro-economics -demonstrates ability to extract significant conclusions from analysis.
• Ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences.
• Demonstrates full proficiency in Microsoft Office as well as Bloomberg, Morningstar, and Factset; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness.
• Strong focus on details and ability to complete projects according to a defined process.
• Exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discreet.

Nice To Haves

• CFA or CAIA strongly preferred.
• MBA optional.

Responsibilities

• Conduct investment research and analytics related to: Investment performance of the product shelf; Use of products in investment strategies and portfolios;
• Prepare custom research and analysis for clients and prospects.
• Compose investment-oriented marketing and sales materials.
• Compose market commentaries and narratives linking the product shelf to the market environment.
• Partner with ProShares’ distribution team including direct contact with clients and prospects.
• Partner with ProShares’ product development team including research, due diligence and the composition of investment narratives for new products.
• Assist with research projects; topics include fund performance analysis, risk measurement, strategy testing and portfolio construction issues.

Benefits

• Competitive pay and discretionary bonus
• Paid time off
• Health care benefits (medical, dental & vision)
• Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
• 401(k) retirement plan with matching contribution
• Spending Accounts (Health Care, Dependent Care, and Transportation)
• Wellness Programs (fitness reimbursement, Employee Assistance Program)
• Education assistance
• Peer recognition
• Corporate matching gift

What This Job Offers

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