Investment Strategist (225-719)

As an Investment Strategist, you will play a crucial role in shaping and executing investment strategies by providing in-depth analysis and insights into various asset classes and economic trends. This position requires a strong understanding of financial markets, strategic thinking, and the ability to communicate complex investment concepts effectively. You will collaborate with portfolio managers and other financial professionals to identify investment opportunities and mitigate risks. Your role will also involve fostering relationships with clients and stakeholders to ensure that investment strategies align with their financial goals and risk tolerances. The ideal candidate will have a combination of analytical expertise, excellent communication skills, and a proactive approach to problem-solving in a dynamic market environment.

Responsibilities

• Develop and implement investment strategies for client portfolios considering market trends.
• Analyze various asset classes including equities, fixed income, and alternative investments.
• Provide insights and recommendations based on economic and financial market analysis.
• Monitor and assess portfolio performance and recommend adjustments as needed.
• Collaborate with portfolio managers to identify and evaluate investment opportunities.
• Communicate investment strategies and performance to clients and stakeholders effectively.
• Conduct research to support strategic planning and investment decision-making processes.
• Stay informed on financial markets, geopolitical factors, and industry changes impacting investments.
• Foster and maintain strong client relationships through regular updates and dialogue.
• Prepare detailed reports and presentations to inform and guide investment committees.
• Ensure all investment strategies comply with relevant regulations and company policies.
• Provide mentorship and guidance to junior investment analysts as required.

Requirements

• Bachelor's degree in Finance, Economics, or a related field is required.
• At least 5 years of experience in investment strategy or a similar role.
• Strong understanding of financial markets and asset allocation principles.
• Excellent analytical skills and the ability to interpret complex data sets.
• Proven ability to communicate complex financial information clearly and effectively.
• Experience with financial modeling and quantitative analysis is highly desirable.
• CFA designation or progress towards it will be an added advantage.