Investment Strategist Job Description

Investment Strategist Job Description

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Investment strategist provides consultative investment expertise to clients, prospects, and/or financial intermediaries within the scope of Prudential Retirement’s Full Service business, assuming the lead role in comprehensively managing the investment component of client and advisor relationships.

Investment Strategist Duties & Responsibilities

To write an effective investment strategist job description, begin by listing detailed duties, responsibilities and expectations. We have included investment strategist job description templates that you can modify and use.

Sample responsibilities for this position include:

Conducting empirical analysis on investments, financial markets and securities trading
Must have previous experience in advising institutional investors on asset allocation strategies and portfolio construction
Designing and implementing multi-asset portfolios and liability-driven investment strategies to meet client requirements
Managing and communicating the results of ALM, capital management and strategic asset allocation exercises, leveraging internal resources as appropriate
Resolving client requests and preparing presentations for internal and external audiences
Aid in identification of new investment trends, and to highlight new products and solutions
Support client engagements through the creation of discussion materials and analytical output in support of the review of investment challenges and presentation of design proposals
Conduct or direct analysis of whole investment portfolios and liabilities of pension plans, insurers and other investors
Support the production of thought leadership pieces pertaining to market, strategy, regulatory and other developments of note
Engage and participate actively in the internal investment dialogue and contribute ideas to the research and portfolio management teams

Investment Strategist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment Strategist

List any licenses or certifications required by the position: CFA

Education for Investment Strategist

Typically a job would require a certain level of education.

Employers hiring for the investment strategist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Economics, MBA, Business, Graduate, Education, Technical, Management, Accounting, Statistics

Skills for Investment Strategist

Desired skills for investment strategist include:

Best ideas in managing risk in a holistic manner
Current financial regulatory environment
Fiduciary standards and current and proposed tax laws
Financial markets
Domestic and international financial markets
Acquired through formal education and work experience
Fiduciary responsibilities and the legal and regulatory contexts within which investment decisions are made
Institutional investors
Mutual funds and other investment vehicles typically used by defined contribution plans
To ensure that investment activities are in compliance

Desired experience for investment strategist includes:

Achievement (or substantial progress in) FIA or CFA qualifications preferable
Ability to develop strong, trust-based relationships with both internal and external parties
Demonstration of self-motivation, ownership effective team working practices
Multiple languages will be an advantage
BA/BS, with strong quantitative skills
Managing other analysts – direct more junior members of the IST on tasks including modeling, valuation analysis, written reports and responses to business and client requests

Investment Strategist Examples

1

Investment Strategist Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of investment strategist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment strategist
  • Produce research reports which can be dissemindated to clients
  • Contribute to monthly macro outlook publications ad hoc special reports that explore key economic issues and investment themes
  • Create, implement, and document a research process for analyzing and monitoring client portfolios
  • Meet with product sponsors and wholesalers to keep up with new developments and trends
  • Serve as a spokesperson to the firm’s institutional and individual clients with respect to economic conditions, forecasts, market themes, along with our investment philosophy and asset management strategies
  • Address macro themes, market economic and market conditions, asset allocation, investment strategies and topical issues
  • Performing ad hoc projects (analyses, research, ) as required by the line of business
  • Responsible for establishing and maintaining pricing for equity products and strategies globally
  • Assists chief investment strategist by providing in-depth economic and financial market analysis using complex data services (Bloomberg, FactSet, Morningstar, ) and statistical skills
  • Lead internal conversations with managers, investors, distribution professionals and other key personnel regarding the economy and portfolio management
Qualifications for investment strategist
  • Provide a comprehensive representation of our philosophy, principles, processes, strategies and performance
  • Excellent attitude and an extraordinary client service orientation
  • A burning desire to succeed
  • An ability to handle multiple tasks and handle stress
  • FINRA Series 7, 63, and 65 (or 66 in place of 63 and 65)
  • CFA Certification, CFP Certification a plus
2

Investment Strategist Job Description

Job Description Example
Our innovative and growing company is looking for an investment strategist. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment strategist
  • Forms a partnership and strong working relationship with the firm’s investment team the advisors within CWM
  • Working knowledge of research tools such as FactSet and Bloomberg is preferred
  • Self motivated and works well creating individualistic research
  • An avid reader of financial periodicals such as WSJ, FT, to complement internal research
  • Proficient in Mandrin preferred
  • Developing global macro, cross-asset investment views, creating original investment themes, and developing implementation and trade ideas
  • Working with Private Bank, Investment Bank, and institutional partners in developing investment solutions
  • Creating sales literature and presentations highlighting trading and investment ideas for both external clients and internal investment committees
  • Presenting and communicating investment recommendations and trade updates to global salesforce
  • Maintaining databases used to manage and track investment ideas and updating presentations and client materials as needed
Qualifications for investment strategist
  • Graduate in Commerce/Finance/Economics
  • Specific knowledge of MLTC systems (CRC, PIECRE, ), basic Microsoft Office applications, will be required
  • MA/MS/MBA required
  • Strong background in investment research or portfolio management, ideally with substantial quantitative experience
  • PhD or Masters degree in Economics
  • Bachelor's degree in finance or economics is required MBA in finance and/or CFA is preferred
3

Investment Strategist Job Description

Job Description Example
Our growing company is looking for an investment strategist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment strategist
  • Engaging with existing and prospective clients to identify the investment challenges they face and to understand their goals and objectives
  • Present credible, innovative, investment and risk management solutions that meet client requirements
  • Previous experience in designing and implementing liability-driven investment and synthetic investment strategies is critical
  • Day-to-day client engagement for specific mandates
  • Must have previous experience in preparing and presenting quarterly reports to Institutional Clients
  • Prior experience in maintaining and developing knowledge of the broader regulatory framework and landscape that impacts Institutional Clients and the trading of derivatives is essential
  • Must be capable of contributing to new product design, proactive involvement in the enhancement of the existing product offerings
  • Designing and implementing liability-driven investment and synthetic investment strategies
  • Maintaining and developing knowledge of the broader regulatory framework and landscape that impacts UK pension funds and the trading of derivatives
  • Contributing to new product design, proactive involvement in the enhancement of the existing product offerings
Qualifications for investment strategist
  • Bachelor’s degree required in business, finance or other related discipline
  • Front-line investment research or portfolio management experience is preferred
  • Minimum 5 years of investment experience
  • BA/BS with cumulative GPA 3.2 or better
  • 7- 10 years of portfolio management, client portfolio management or institutional investment consulting experience
  • CFA or candidate for CFA preferred or MBA
4

Investment Strategist Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of investment strategist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment strategist
  • Provide insights into market and portfolio performance, authoring commentaries and assisting with thought leadership pieces
  • Conduct ad-hoc analysis and portfolio attribution of equity strategies
  • Communicate the equity platform’s investment philosophy and process, and review portfolio positioning and investment results with internal/external clients
  • Assist investment and marketing teams in creating best-in-class marketing materials, client review materials and RFP content for the equity strategies
  • Analyze industry trends, and product competitors
  • Coordinate projects across all functional teams supporting the equity business
  • Establish investment best practices, spend trends (video, display, mobile, ), benchmarking, and set market
  • Collaborate and build relationships with various business units, marketing teams Sales, Service on a variety of market programs
  • Partnership with our Business Development Officer teams to regularly cultivate new relationships and actively participate in the sales process to include editorial contribution to RFPs the development and delivery of prospect presentations
  • Serve as a DC product expert during meetings with clients, prospects, consultants, advisors and platforms
Qualifications for investment strategist
  • Degree or higher level qualification preferably in a quantitative subject
  • Previous experience with Aladdin advantageous
  • Must hold the FIA or CFA qualifications
  • Relevant experience in an asset management, investment banking or investment consulting environment critical
  • Excellent communication skills in writing and speech
  • Ability to present and articulate complex concepts simply
5

Investment Strategist Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investment strategist. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for investment strategist
  • Responsible for developing wealth management regional investment views across and within asset classes, contributing to the development of discretionary and advisory strategies for UHNW clients in Asia Pacific
  • Engaging with the investment offices of existing and prospective clients to understand the nature of the client’s investment problem and their outcome objectives
  • Advising on topics including risk management, risk budgeting, asset allocation, portfolio construction, and liability-driven investing
  • Deliver client presentations based on new ideas in portfolio construction and risk management
  • Compose articles and white papers on relevant topics of interest
  • Maintaining and developing knowledge of the broader themes, trends, and competitive landscape within the US institutional client universe
  • Responds to questions, consulting bank partners for additional product/service information when necessary
  • Consults with clients and their attorneys on the benefits of estate planning products/services
  • Maintains current in-depth knowledge of a full range of trust-oriented services
  • Maintains periodic contact with client and acts as a liaison between the client and the rest of the bank for various activities
Qualifications for investment strategist
  • European languages such as German and Dutch would be advantageous
  • Progress in or achievement of FIA or CFA qualifications
  • Proficiency in European languages such as German and Dutch advantageous
  • Bachelor’s degree required, CFA/MBA designation or progress towards preferred
  • Passion for capital markets
  • Experience using Excel, Bloomberg, Factset, PowerPoint and ability to learn other investment software/analytics

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