Senior Analyst, Investment Strategy Group

Choreo • Charlotte, NC

9d

About The Position

Choreo is seeking a detail-oriented, analytical, and intellectually curious Analyst to join its Investment Strategy Group. Reporting to the Chief Investment Officer, the role supports the development and communication of the firm’s investment outlook, portfolio strategy, asset allocation guidance, and macroeconomic insights. The Analyst works closely with senior investment professionals and advisors and contributes to client-facing and internal investment initiatives.

Responsibilities include researching economic data, financial markets, and asset-class performance; monitoring market trends, policy developments, and geopolitical events; maintaining due diligence records for approved funds and managers; supporting strategic asset allocation models; preparing investment proposals; and developing market commentaries, strategy notes, presentations, and charts. The role may also participate in client and prospect calls and manage the Investment Strategy Group’s shared email inbox by triaging advisor questions.

Requirements

• Bachelor’s degree in Finance, Economics, Statistics, or a related field.
• 5–10 years of relevant experience in investment research, strategy, asset management, or financial services.
• Strong understanding of capital markets, asset classes, and macroeconomic concepts.
• Exceptional analytical, quantitative, and problem-solving skills.
• Proficiency with Microsoft Excel and PowerPoint.
• Ability to efficiently incorporate and analyze data, augmented with a robust AI background.
• Strong written and verbal communication skills, including the ability to distill complex topics for a broad audience.
• Ability to work independently and in a team-oriented, fast-paced environment.

Nice To Haves

• CFA designation or progress toward a CFA designation.
• Exposure to YCharts.

Responsibilities

• Research macroeconomic data, financial markets, and asset-class performance to support investment strategy decisions in public and private markets.
• Monitor market trends, policy developments, and geopolitical events to assess potential investment impacts.
• Manage due diligence recordkeeping for the firm’s approved-list funds and managers.
• Support the development and maintenance of strategic asset allocation models for client portfolios.
• Prepare investment proposals for clients and prospects and support calls as needed.
• Prepare market commentaries, investment strategy notes, and research presentations for internal and external audiences.
• Maintain and update charts.
• Participate in client and prospect calls as needed as the investment team representative.
• Manage the Investment Strategy Group’s internal shared email box and triage advisor questions.

Benefits

• Competitive salary and bonus plan.
• Competitive medical, dental, and vision plans.
• Basic life and disability coverage.
• 401(k) matching program.
• Financial support for approved designations and courses.
• Technical, leadership, and sales training opportunities.
• Unlimited, discretionary time off.
• Paid parental leave.

What This Job Offers

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