Strategy Investment Analyst
About The Position
The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines.
Requirements
- 3+ Years of work experience in an investment-related position
- B.S. Accounting, Economics, Engineering, Finance, or Math
- Proficient in Microsoft Office applications; excellent Excel skills
- Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
- Excellent quantitative and analytical skills
- Ability to communicate complicated financial topics clearly and simply
- Ability to manage multiple priorities and meet deadlines
- Committed to superb client service
- Professional attitude and demeanor
Nice To Haves
- Interest in pursuing CFA Charter (or comparable certifying exam) preferred
- Bloomberg and/or Morningstar Direct experience preferred
Responsibilities
- Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
- Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
- Provide support for advisors crafting an investment policy statement for a client
- Help update and maintain investment strategy collateral
- Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
- Support Focus Partners’ thought leaders through data collection and independent research
- Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
- Demonstrate an understanding of our investment strategies, policies, and procedures
Benefits
- annual cash bonus
- comprehensive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
