Investment Strategy Analyst

City National Bank • New York, NY

3d

About The Position

The Investment Strategy Analyst supports the CIO Office / Investment Management Group through content creation, macroeconomic and market research, and asset allocation analysis. The position is close to the center of the investment process and supports asset allocators. Its primary focus is analyzing the economy and markets and creating content that supports marketing and asset allocation efforts.

The analyst tracks U.S. and global economic and market data, identifies potential shifts in macroeconomic regimes, and helps connect research findings to multi-asset portfolio positioning. The role also translates research and analysis into clear, audience-appropriate materials, including charts, presentations, webinars, written commentary, and scripts. It supports recurring and ad hoc investment publications and maintains documented, reusable data and exhibit resources.

The position contributes to multi-asset portfolio analysis by helping connect macroeconomic conclusions with asset-class views and portfolio positioning. This includes supporting asset allocation reviews and analysis of valuation, positioning, performance, risk, earnings, yields, and spreads across equities, international equities, and fixed income.

Requirements

• Bachelor's degree or equivalent.
• 1–4 years of experience in multi-asset-class asset allocation, investment research, or investment strategy; recent graduates with relevant financial services internship experience will be considered.
• Demonstrated interest in asset allocation, equity and fixed income markets, and the effects of macroeconomic conditions on those markets.
• Comfort using modern analytical and AI-assisted tools for research, data work, and drafting, together with the judgment to verify outputs before use.
• Familiarity with Bloomberg and FactSet.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Concise, accurate, source-disciplined writing and the ability to make complex investment concepts clear.

Nice To Haves

• Master's degree.
• Understanding or fundamental knowledge of macroeconomics and how it affects asset allocation and equity and fixed income markets.
• Familiarity with basic econometric or time-series techniques.
• Exposure to portfolio analytics concepts such as volatility, correlation, drawdown, and attribution.
• Progress toward the Chartered Financial Analyst (CFA) designation.
• Working knowledge of Bloomberg and FactSet.
• Coding experience in Python, R, SQL, or VBA for data analysis and automation.

Responsibilities

• Track and analyze U.S. and global economic and market data, including equity and fixed income markets, business cycles, market themes, and currency dynamics.
• Assist in identifying shifts in macroeconomic regimes.
• Connect analyzed economic and market data to asset allocation and multi-asset portfolio positioning for decision makers.
• Convert macroeconomic data, research, and analysis into accessible multimedia content, including charts, presentations, webinars, written materials, and scripts.
• Draft clear market commentary and tailor messages for investment committees, portfolio managers, advisors, and retail and institutional clients.
• Maintain or create clean, documented, extensible, and automated datasets, chart libraries, and presentations.
• Support existing recurring materials and contribute to new weekly, monthly, quarterly, annual, and ad hoc materials.
• Build charts to a consistent style and maintain reusable exhibits and templates.
• Maintain data provenance so conclusions can be traced to their sources.
• Track prior views and language to help maintain narrative consistency.
• Connect macroeconomic conclusions to asset-class views and portfolio positioning in materials.
• Assist with asset allocation and multi-asset portfolio construction analysis, including reviews, valuation and positioning comparisons, and performance and risk inputs across equities, international equities, and fixed income.
• Provide inputs to asset allocation reviews, including valuation, earnings, yield, and spread data.
• Help assess how current portfolio positioning aligns with the current and expected macroeconomic backdrop.

Benefits

• Comprehensive healthcare coverage, including medical, dental, and vision plans, available the first of the month following the start date.
• Generous 401(k) company matching contribution.
• Tuition reimbursement and other internal upskilling and training resources.
• Vacation, sick, and volunteer time.
• Fertility benefits and cancer, diabetes, and musculoskeletal support programs.
• Career mobility support from a dedicated recruitment team.
• Colleague Resource Groups supporting networking and community engagement.

What This Job Offers

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