Investment Strategist Resume Samples
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Investment Strategist Resume Samples
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HS
H Spencer
Humberto
Spencer
306 Micah Lane
Los Angeles
CA
+1 (555) 922 3288
306 Micah Lane
Los Angeles
CA
Phone
p
+1 (555) 922 3288
Experience
Experience
Dallas, TX
Investment Strategist
Dallas, TX
Jenkins-Bernhard
Dallas, TX
Investment Strategist
- Persuading and Influencing
- Building asset valuation tools and fundamental screeners across all asset classes to help formulate our tactical asset allocation
- Designing an analytical framework which will help us form an opinion about relative valuation across asset classes
- Developing new investment strategies and frameworks
- Monitoring global market developments and identifying major macro risks to our portfolio
- Researching and recommending asset classes or types for possible inclusion in the asset mix
- Developing portfolio scenario analysis and stress tests
Boston, MA
Defined Contribution Investment Strategist
Boston, MA
Rosenbaum-Lind
Boston, MA
Defined Contribution Investment Strategist
- Provide ongoing analytics, communications and project management support for broader DC Investment Strategy team
- Providing strategic investment advice to clients and prospects on LifePath and other non-TDF DC strategies
- Crafting messaging, positioning, and sales narratives around DC products to assist in investor relations and external client engagement
- Assist in synthesizing and presenting recommendations to drive decision making process (via presentations, meetings, memos, etc.)
- Lead the research that informs strategy development and sales positioning (i.e. industry and competitive analysis)
- Interest and aptitude to develop strategic thinking with commercial market awareness and business acumen
- Conducting customized ad-hoc investment and data analysis and provide general analytical support
present
Chicago, IL
Senior Investment Strategist
Chicago, IL
DuBuque, Gleichner and Stanton
present
Chicago, IL
Senior Investment Strategist
present
- Maintain and develop relationships with key global index providers in order to support investment performance, new product development and market leadership
- Partner with portfolio managers, develop, vet and refine equity and related products for the firm's Equity platform
- Works closely with Asia based multi-asset investment strategists and research analysts to create complementary cross-asset strategies
- Work with head of research and portfolio management to architect platform and position strategies within that architecture
- Lead innovation efforts for Equity products and solutions in tandem with portfolio managers and Investment Research. Work closely with Product
- Work closely with the Chief Investment Strategist to help further develop LOIM’s investment strategy
- Management to ensure that product set remains relevant, competitive and most importantly, innovative
Education
Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Florida International University
Bachelor’s Degree in Finance
Skills
Skills
- Solid background in macroeconomics
- 5 years experience in funds management and/or sell side research
- Strong understanding of econometric and financial modeling
- Leadership ability to manage and direct junior analysts
- Ability to work independently on a wide range of projects simultaneously, while meeting tight deadlines
- Demonstrated experience in building rapport and engaging with existing and prospective clients
- High-level written and verbal communication skills. Ability to be a keynote speaker at client events. Confident and engaging media performer
- Experience as an equity product specialist or client portfolio manager would be very useful
- Excellent presentation and communication skills (both verbal and written) with significant experience delivering in institutional presentations, particularly in new business finals and client portfolio reviews
- Ability to write commentaries research reports, and white papers
15 Investment Strategist resume templates
Read our complete resume writing guides
1
Investment Strategist Resume Examples & Samples
- Collaborate closely with researchers and portfolio managers within SAE to cultivate a deep understanding of our investment approach, portfolio characteristics and performance results in order to represent all facets of the product internally and externally
- Develop and deliver investment, market and business communications to existing and prospective clients
- Respond to and handle enquiries from clients and prospects
- Educate and support internal distribution channels on our products
- Support the distribution effort and make presentations to end-clients and consultants. Travel is required, primarily within the USA
- Engage and participate actively in the internal investment dialogue and contribute ideas to the research and portfolio management teams. Identify and develop new products and product variations
- Assist in the formulation and execution of business and product strategy
- Minimum 5 years of investment experience (preferably across global markets) in addition to significant financial service industry experience
- Clear ability to understand and articulate the drivers of global market returns across various financial instrument types
- Outstanding communication and presentation skills
- Demonstrated effectiveness working with institutional clients and prospects
- Demonstrated understanding of and familiarity with quantitative investment techniques
- BA/BS, with strong quantitative skills. MBA/MS and/or CFA preferred
2
Investment Strategist Resume Examples & Samples
- Portfolio manager engagement – advise portfolio managers on the balance of risks across portfolios based on analysis of asset class valuations, macroeconomic scenarios, forecasts and model outputs
- Internal, client and media communication – take a lead role in the communication of IST research and the Russell investment process through written reports, internal and client presentations, and media interviews
- Investment strategy process – contribute to the development of the cycle/value/sentiment process used by the IST
- Product and investment process development – take a leading role in the development of enhanced (dynamic) asset allocation processes into product offerings and investment processes
- Portfolio and quantitative model construction and maintenance – maintain and develop a large range of quantitative models and modeling resources
- Global teamwork – work with the other members of the IST to form a globally consistent view of the investment strategy outlook
- 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. Develop the skills and capabilities of these analysts
- Master's degree required- MBA, Finance, Statistics or Economics; post-graduate degree preferred
- CFA, or designation towards, strongly preferred
- Solid background in macroeconomics
- 5 years experience in funds management and/or sell side research
- Strong understanding of econometric and financial modeling
- Leadership ability to manage and direct junior analysts
- Ability to work independently on a wide range of projects simultaneously, while meeting tight deadlines
- Demonstrated experience in building rapport and engaging with existing and prospective clients
- High-level written and verbal communication skills. Ability to be a keynote speaker at client events. Confident and engaging media performer
3
Chief Investment Strategist / Economist Resume Examples & Samples
- Proactively conduct insightful research on the U.S. and global economy and financial markets
- Provide guidance and engage in thought-provoking discussions with senior investment team members on the global economic and market landscape
- Publish informative pieces for both internal and external use on relevant topics
- Work on special projects as directed by the Chief Investment Officer or Head of Investment Strategies
- Provide responses to client-driven questions on economics and markets
- Attend meetings with clients, prospective clients, and professional intermediaries at the request of client-facing personnel
- Lead training sessions focused on increasing the economic proficiency of client-facing personnel
- At least 10+ years of work experience in analytical roles with a focus on economic and/or financial-market research and data gathering
- Graduate degree and/or CFA designation preferred
- The ideal candidate will come from a well-respected firm in the business of wealth management, institutional asset management, sell-side research, or investment consulting
- Knowledge of the dynamics of economic cycles and the ability to credibly identify key data points to characterize the economic landscape
- Understanding of linkages between economics and financial markets, ideally across multiple asset classes
- Successful experience in presenting and defending complex ideas before challenging audiences
- Strong interpersonal skills and experience in face to face client meetings
- Experience in creating presentation materials and speaking to large groups
- Collaborative with a willingness to represent collective group decisions
- Highly energetic, forward-looking, positive and flexible in the face of internal and external challenges
4
Investment Strategist / Portfolio Manager Resume Examples & Samples
- Excellent presentation (written and verbal) skills
- Strong problem resolution, interpersonal, and communication skills
- Established analytical skills
- Excellent Excel skills, experience using VBA or a programming language a plus
- Knowledge of Bloomberg a plus
5
Investment Strategist Resume Examples & Samples
- Ability to deliver complex information to a wide array of clients and must do so with a very high level of credibility and expertise
- Knowledge of fiduciary responsibilities and the legal and regulatory contexts within which investment decisions are made, acquired through formal education and work experience, to ensure that investment activities are in compliance
- Background in investment research or portfolio management, ideally with substantial index and/or quantitative experience
- Bachelor's degree in financial mathematics, financial engineering, or related business area. MBA preferable
- CFA accreditation is a plus
6
Junior Investment Strategist Resume Examples & Samples
- Support the ongoing top-down analysis of credit markets (i.e. developed market corporate bonds and emerging market credit) with both qualitative and quantitative tools
- Take a leading role in organizing the CIO investment process, including the coordination of regular publications and the internal and external dissemination of the UBS House View
- Help maintaining internal databases, financial market models and chart sets
- Collaborate closely with asset class experts across the CIO in order to generate best-in-class investment ideas
- Provide asset class input to the regular asset allocation discussions to support the TAA decision-making process
- Take an active role in different internal projects on topics related to asset allocation, wealth management and investment philosophy
- The candidate should hold a Master or a PhD degree in Economics, Finance or similar, preferably with a focus on fixed income/credit or asset allocation/portfolio management
- Financial market know-how, in particular on corporate credit
- Know-how of multiple asset classes is welcome
- Experience in asset allocation and/or investment philosophy is an advantage
- Excellent analytical and conceptual skills
- Experience with data providers such as Bloomberg, Datastream, EcoWin, Macrobond
- Programming experience (e.g. Matlab, Eviews, VBA) is an advantage
- Self-driven, good-humored attitude with very strong team-player skills
- Fluent in English (additional German is welcome)
7
Director, Investment Strategist Ippm Resume Examples & Samples
- Plan Sponsor client facing role
- Maintain an in-depth knowledge of all TIAA-CREF products, all relevant non-proprietary products, as well as relevant market and investment fiduciary issues
- Develop presentation materials and written communications on various product and investment related topics
- 3 – 10 years of portfolio management or client portfolio management experience preferred
- Series 6 required or must obtain within 6 months of hire
- Flexible team player
8
VP Investment Strategist Resume Examples & Samples
- Communicate house views ( Chief Investment Officer, Group research, etc ) to all sales staff in a timely manner, both in written form as well as through briefings
- Monitor financial markets and alert front-liners whenever ther are changes in market environment
- Produce research reports which can be dissemindated to clients. Work with compliance and relevant parties to ensure materials are compliant with bank and regulatory standards
- On a regualr basis, host client seminars to raise bank's profile. Communicate bank's view to clients through such forums and platforms
9
Director Inst Investment Strategist Ippm Resume Examples & Samples
- Position Investment Services and IPPM as a highly consultative solutions based partner to Institutional Relations, Sales, Institutional clients, and 3rd party consulting firms
- Demonstrate the firm’s commitment to providing value-added investment solutions by representing and positioning our investment platform, ERISA fiduciary education, Plan Outcome Assessment Analysis, Innovation QDIA solutions and other investment capabilities
- Deliver menu analysis and highly detailed, in depth investment reviews and presentations to internal and external clients across distribution channels
- Provide a comprehensive representation of our philosophy, principles, processes, strategies and performance; articulate and discuss various market and investment related issues as appropriate
- Assist clients with corporate governance and fiduciary issues including providing feedback to clients on prudent ERISA process and Investment Policy Statements
- Participate in effort to raise the level of investment knowledge for client interfacing associates
- Provide investment updates and insights internally to foster deeper investment discussions between associates and their clients
- Limited Product Management responsibilities
- CFA or candidate for CFA preferred
- Broad based knowledge of investment products across asset classes
- Familiarity with various distribution channels
- Excellent client relationship skills
- Moderate travel required
10
Intermediate Investment Strategist Resume Examples & Samples
- Participate in guiding the firm’s global macro strategy as it pertains to strategic and tactical asset allocation
- Ability to blend a fundamental economic view with current market valuation & sentiment readings and translate into investment decisions across multiple asset classes
- Create economic models, scenario analysis, etc, to help derive and support the macro investment thesis
- Contribute to monthly macro outlook publications as well as ad hoc special reports that explore key economic issues and investment themes
- Be a team player who collaborates with global counterparts
- Displays increasing ability to work independently, on a sustained regular basis
- Develops and maintains relationships with outside industry experts
- Assist in development of quantitative decision-making models
- Effectively applies fundamental concepts
- Works on assignments of moderate scope and complexity, with limited oversight
- Makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity
- Generally 2 to 4 years of research experience
- BA or MBA (may be entry level for MBA with relevant work experience) required
- Working toward CFA certifications
- Degree in Economics or Finance. CFA and/or applicable graduate work a plus
- Minimum 4 years of relevant work experience with a focus on economic and/or financial-market research and data gathering
- Knowledge of the dynamics of economic cycles and the ability to credibly identify key data points to characterize the economic landscape
- Experience in creating presentation materials
- Strong research and problem solving skills, critical thinker and intellectually curious
- Understanding of linkages between economics and financial markets, ideally across multiple asset classes
- Experience in developing and defending investment ideas and/or macro views
- Ability to work independently as well as thrive in a global team environment
- Comfortable taking initiative and being resourceful
- Familiar with using Bloomberg, HAVER
11
Lead Investment Strategist Resume Examples & Samples
- Create, implement, and document a research process for analyzing and monitoring client portfolios. Seek to improve performance with asset allocation, diversification, and creative, personalized financial strategies
- Develop and maintain analytical models and processes to support recommendations and decision-making processes
- Review strategies and asset classes regularly in terms of investment objective and performance in multiple portfolios
- Keep apprised of developments in the capital markets and relevant industry research; form qualitative investment and economic views and communicate with colleagues and clients, as needed
- Meet with product sponsors and wholesalers to keep up with new developments and trends. This responsibility also includes requesting assistance for corporate events
- Contribute to strategic planning for branch development and client acquisition
- Requires
12
Investment Strategist Resume Examples & Samples
- Communicating with Financial Advisors regarding inquiries pertaining to the UST-MLT investment platform
- Monitoring of outstanding Trust variances and aiding in resolution
- Collaborating with internal business partners across the firm for investment-related projects
- Working with the UST-MLT Portfolio Oversight Team as the main point of contact on inquiries and possible issues pertaining to the UST-MLT investment platform
- Educating internal business partners on UST-MLT
- Masters degree in a related field is not required but strongly preferred
- Expertise with Excel
- Experience with FactSet, Morningstar Direct, and Bloomberg strongly preferred
- Strong communication skills and ability to effectively communicate with Financial Advisors regarding various financial topics as it pertains to the UST-MLT investment platform
- Attention to detail and understanding of complex ideas
- Experience with basic concepts of investment portfolio management and principals governing fiduciary investing
13
Investment Strategist Resume Examples & Samples
- Coordinate with partners to identify appropriate data sources and system access required to apply the existing TPR process to MLTC systems and clients
- Communicate business needs to Global Tech & Ops to assist in development of integrated system that would automate the TPR process for all UST and MLTC portfolios
- Work with existing UST partners to fully understand the process for assessing performance and identifying outliers
- Conduct research to identify the source of the portfolios’ outlier status
- Generate ideas to help streamline processes and gain operational efficiencies
- Strong background and understanding of performance measurement
- Specific knowledge of MLTC systems (CRC, PIECRE, etc. ), as well as basic Microsoft Office applications, will be required
- Strong analytical, financial and communication skills, including an understanding of basic portfolio construction methods and impacts
14
Global Investment Strategist Resume Examples & Samples
- 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. Meet institutional client demand for meetings, seminars and presentations to broad audiences on a variety of topics
- Incorporate advanced-level expertise to conduct proprietary research and analysis and design effective analytic approaches to pertinent client/consultant issues
- Develop timely thought leadership pieces and white papers as value-add materials to be broadly distributed
- Address macro themes, market economic and market conditions, asset allocation, investment strategies and topical issues. Use as basis for webinar/speaking tours and client forums to promote the analysis and reinforce our value proposition
- Contribute to the Client Portfolio Management team effort. Provide quarterly and ad hoc economic updates including insights backed by historical data for use in client materials as well as input for discussions with clients. Share institutional knowledge, collaborate on presentations, client/consultant/internal meetings, bridge gap with actuary team
- Work with team and with Chief Economist regarding market trends, themes, etc and develop related positioning pieces for Asset Management products
- Further the effort to partner with internal clients and business partners across the organization
- Complete a minimum of one paper quarterly that is suitable for clients both institutional and individual on the state of the economy and possible strategic investment implications
- ABD, PhD desired, significant business experience or business-related training may constitute equivalent
- Extensive knowledge base derived from relevant graduate level training and work experience, plus knowledge of asset management and pension business
- Ability to utilize internal and external data sources in specialty areas, conduct rigorous analysis, draw conclusions
- Ability to make use of academic and professional research methods and conclusions in specialty areas
- Motivated self-starter
- ©2015 Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA-CREF), 730 Third Avenue, New York, NY 10017 C23921
15
Investment Strategist Resume Examples & Samples
- Represent the CIO house view to business stakeholders, CAs, clients and public, within the country. This includes senior management updates, CA presentations, client meetings & events, participation in marketing campaigns and media. Re-enforce the image of UBS WM as a global wealth manager / global investment manager with local expertise
- Enhance local relevance of global CIO communications through active contributions to publications and other channels which are country specific
- Incorporate local insights in global publications through active contributions to publications and other global channels
- Key voice to drive the client promise within the respective market – "Superior investment advice and solutions for your wealth" – including fostering the CIO culture on investment committees e.g. global perspectives, client focus, performance driven, independent, meritocratic
- Represent the global view on local investment committees
- Primary contact point for the senior leaders of the respective market. Has a deep understanding of CIO priorities and organization, and can filter or direct requests / topics to the correct subject matter expert. Has a designated point of contact in research, asset allocation and COO / projects
- Actively listen to and fully understand our clients’ needs within the market. This includes understanding the composition of the client books and the penetration of various UBS offerings in the markets
- Represent local investment ideas, interests, and requests in the investment process
- Provide thought leadership on local macro-economics including analysis of key market drivers, risks & political analysis
- Provide thought leadership on relative views on local sub-asset classes into investment process and run a most / least preferred list of the Taiwanese stock market
16
Investment Strategist Resume Examples & Samples
- Building the MRI analytical package for each strategy review meeting, which requires skills in working with large datasets, data visualization, and cogent writing
- Interpreting and presenting the MRI analytical package to technical and non-technical audiences
- Designing and maintaining risk dashboards
- Mining portfolio data to quantify and explain risk exposures and relative performance
- Understanding, interpreting, and applying outcomes from risk models to day-to-day portfolio risk management
- Working with portfolio management teams to enhance existing investment processes and generate higher risk-adjusted relative performance
- Interacting with associates of all levels from various lines of business with the highest ethical standards and professionalism
- Performing ad hoc projects (analyses, research, etc.) as required by the line of business
- Managing administrative tasks such as scheduling meetings and capturing minutes from each “deep dive” review
17
Investment Strategist Latin Resume Examples & Samples
- Define and present to the CPB LatAm sales force CPB's Regional Views in consultation with Citi Research regional analysts and local markets units
- Provide Regional Input to Global Investments Committee
- Write periodical Regional View papers
- Coordinate successful delivery of GIC's message n the region
- Transmit Global Investment Committee views to the field and to CPB Clients
- Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps
- Lead the regional discussion of implementation strategies and action plans for CPB Global Themes
- Participate actively in region's Sales and Research Calls
- Coordinate successful rollout of CPB Global Outlook
- Work closely with the RIH, IC Team Leaders and Product Heads helping them understand and implement the firm's Market Views
- Contribute periodically to Quadrant and other CPB Publications
- Participate in Sales Calls with Clients and Prospects
- 5+ Years Relevant Experience
- The individual needs strong quantitative, written and presentation skills
- Ability to work in both a team and individual creative setting
- Fluent in English and Spanish. Portuguese a plus
18
Senior Investment Strategist Resume Examples & Samples
- Experience as an equity product specialist or client portfolio manager would be very useful
- Strong background in investment research or portfolio management, ideally with substantial quantitative experience. Significant experience in a portfolio management or investment research environment
- Current or previous client servicing responsibilities
19
DC Investment Strategist Resume Examples & Samples
- A successful person in this role will have the ability to work closely with a large group of sales people of varying degrees of seniority and tenure
- He/she will build trust and demonstrate product and investment expertise with clients and prospects
- He/she will drive our effort to provide effective and impactful collateral to support and enhance our client service and sales process
- He/she will work with the broader investment strategy team to drive product evolution of our suite of DC products
- He/she will have a voice in the direction of product packing, messaging, prioritization, pricing, and product design
- Strong investment foundations with the ability to understand and explain in depth the investment rationale behind Blackrock's entire suite of DC investment products
- Institutional client and product experience required
- In depth knowledge of the fixed income / stable value market is a plus
- Strong interpersonal and sales skills
- Strong product management skills
- Detail-oriented and able to multi-task effectively
- High level of self-motivation and flexibility (ability and willingness to travel)
- 6-10 years of sales and investment experience
- DC experience preferred
- CFA and/o MBS
- NY/East Coast base preferred
20
Private Bk & IS Investment Strategist Resume Examples & Samples
- Conducts independent research to develop investment strategies
- Assists chief investment strategist by providing in-depth economic and financial market analysis using complex data services (Bloomberg, FactSet, Morningstar, etc.) and statistical skills
- Writes monthly client letters
- When Chief Investment Strategist is unavailable, conducts weekly and monthly conference calls with portfolio managers and wealth management advisors on investment strategy topics
- Speaks internally and publicly about bank's investment strategy and economic views
- Organizes and participates in monthly tactical allocation meetings, with responsibility for ensuring consistency of message between asset groups
- Works with Bancorp portfolio managers and advisors to integrate alternative investments within client managed portfolios
- Assists in creating the content for market commentary, investment vehicle reviews, sales materials, brochures, charts, and presentations
- Maintains a high level of knowledge and awareness about alternative investment products/vehicles
- Evaluates the success of new strategies and alternative investment vehicles while recommending changes in the product, strategy, and allocation
- Facilitates new product training via written training materials, marketing materials and/or oral presentation
- Assumes additional responsibilities as assigned
- Participates in all aspects of new strategy development
- Bachelor's Degree in finance or related business field
- MBA, CFA, CAIA preferred
- Seven+ years experience in investments or the derivative industry
- Excellent presentation and written communications skills required
- Advanced working knowledge of investment products & services
21
Chief Investment Strategist Resume Examples & Samples
- Proven experience as a macro economist or as an investor, able to demonstrate deep, applicable knowledge of Canadian (and Global) markets
- Knowledge of Canadian personal finance topics – able to relate convincingly to topics such as retirement and decumulation
- High-profile and credible figure recognized by Canadian clients
22
Senior Investment Strategist Resume Examples & Samples
- Team lead for 10-member equity investment product team
- Work with head of research and portfolio management to architect platform and position strategies within that architecture
- Lead innovation efforts for Equity products and solutions in tandem with portfolio managers and Investment Research. Work closely with Product
- Management to ensure that product set remains relevant, competitive and most importantly, innovative
- Participate in investment strategy meetings with portfolio managers and maintain an up-to-date knowledge of investment teams' activities and market views/outlooks
- Responsible for establishing and maintaining pricing for equity products and strategies globally. As part of this responsibility, keep abreast of the competitive environment, including, competitors in the market, new products and current pricing
- Educate the targeted client base as well as internal clients on Equity products and related investment information
- Provide clients, prospects, consultants and/or intermediaries with ongoing updates about the performance and positioning of Equity products, along with Northern Trust's overall equity philosophy, process, and outlook
- Work closely with Portfolio Managers to identify and prepare product reviews, market updates and other special timely research projects that can be shared with account managers, intermediaries and clients
- Maintain and develop relationships with key global index providers in order to support investment performance, new product development and market leadership
- Promote high quality output and maintain oversight for all materials produced representing Active Equity product
- Initiate and steer the evolution of product capabilities acting as a key point person for fund launches
- Serve as a key member of Equity investments, focused on building Northern Trust's Equity business by providing the highest level of investment and product development expertise as well as exemplary internal/external client communications skills
- Partner with portfolio managers, develop, vet and refine equity and related products for the firm's Equity platform
- Act as a proxy for portfolio managers, meet with clients, prospects and/or intermediaries, including internal constituencies, to\: explain investment philosophy, process, and performance of specified investment products; and, as appropriate, to provide updates on overall financial market performance, top-down macro perspectives and the investment team's strategy outlook
- Provide timely delivery of high quality communications, both written and oral, which cover Equity product features and performance along with current equity outlooks and analyses
- Act as a gatekeeper for investment product information as well as for the equity investment teams, managing external requests on their behalf
- Serve as primary contact for account managers regarding Equity products within the firm
- Enhance and support portfolio management techniques and processes
23
Investment Strategist Resume Examples & Samples
- Partner with portfolio managers, develop, vet and refine equity and related products for the firm’s Equity platform
- Act as a “proxy” for portfolio managers, meet with clients, prospects and/or intermediaries, including internal constituencies, to\: explain investment philosophy, process, and performance of specified investment products; and, as appropriate, to provide updates on overall financial market performance, top-down macro perspectives and the investment team’s strategy outlook
- Provide timely delivery of high quality communications, both written and verbal, which cover Equity product features and performance along with current equity outlooks and analyses
- Lead innovation efforts for Equity products and solutions in tandem with portfolio managers and Investment Research. Work closely with Product Management to ensure that product set remains relevant, competitive and most importantly, innovative
- Contribute to the development and build out of ESG capabilities. Identify trends related to ESG investing and contribute to robust marketing content
- Provide clients, prospects, consultants and/or intermediaries with ongoing updates about the performance and positioning of Equity products, along with Northern Trust’s overall equity philosophy, process, and outlook
- Service and strengthen strategic relationships with large existing clients
- Support efforts to build strategic relationships with large prospective clients
- Act as media spokesman for equities capabilities as required
- Strong background in investment research or portfolio management, ideally with substantial index and/or quantitative experience
- Experience as an equity product specialist or client portfolio manager is beneficial, but not essential
- Experience working in a complex global work environment, and a strong desire to succeed
- CFA accreditation is useful
- Client focused relationships
- Analytical/problem solving
24
Investment Strategist Resume Examples & Samples
- Minimum 7-10 years relevant experience within a bulge bracket Investment Bank, a top tier Management Consulting firm, or a large PE firm
- Direct experience coordinating large corporate financing projects, M&A transactions, or direct placements
- Comfortable dealing directly and advising C-level Executives
- People Management experience preferred
- Seasoned business and financial professional with a well-rounded global experience
- Highly financial literate with deep understanding of potential economic, as well as accounting/ statutory impacts of various financial transactions
- Well versed in creating highly professional financial analyses and presentation decks for Executive review
- Analytical skills: outstanding critical thinker, comfortable forming own independent views and deriving insights from source data. Confident to defend proprietary analysis even in face of opposite “market consensus”. Able to see issues from multiple angles and to identify the best risk-reward situation
- Strong technical skills and comfortable getting “hands dirty”, in a tight team environment
- Fluency in English. Arabic strongly preferred
- MBA, or Master in Finance from a top tier school
- CFA strongly preferred
25
Investment Strategist Resume Examples & Samples
- Works with the CIO and the Investment Committee to develop and manage asset allocation models and themes including capital market assumptions and issues of overall portfolio construction
- Develops and maintains a variety of quantitative models and databases
- Creates a framework and process for developing and recommending investment portfolios using efficient frontier tools and methodology (i.e., analyzing overall investment return of various scenarios, interplay of various asset classes or securities, and comparative return of different markets)
- Utilizes the CIO’s strategy and outlook in order to develop policy recommendations for expression and implementation in client portfolios; prepares white papers and other commentary to explain these recommendations
- Research and conduct due diligence on investment managers and investment vehicles
- Prepares presentations and materials for client meetings including asset allocation information, charts, statistics and other relevant data
- Forms a partnership and strong working relationship with the firm’s investment team as well as the advisors within CWM
- May assist with the development and marketing of specialized asset allocation products and services
- Bachelor’s degree required in business, finance or other related discipline; MBA preferred
- CFA preferred
- 10+ years of investment strategy and/ or asset allocation experience
- Excellent analytical skills with the ability to effectively conduct research and develop models
26
ETF Investment Strategist Resume Examples & Samples
- Developing innovative products for the firm’s ETF platform, from conceptual to viable to implementable status
- Creating and delivering high quality collateral covering ETF product features, performance results, market contexts and competitors for use with sales staff, intermediaries and clients
- Providing ETF investment product information and analyses to internal and external inquiries
- Connecting ETF investment strategy initiatives with marketing, business development and capital markets partners
- Contributing to expansion of overall Exchange Traded Funds (ETFs) business
- Knowledge of investments and financial markets
- Proficiency in empirical research and analysis
- Excellent, demonstrated writing and speaking skills
- Technical investment skills, market/financial data analysis skills and systems knowledge
- Front-line investment research or portfolio management experience is preferred. Must be able to work independently and exercise sound investment judgment
27
Chief Investment Strategist Resume Examples & Samples
- Fluency in all aspects of financial analysis
- Experience as a portfolio manager a plus
- CFA/MBA plus
- Series 7 required 66, 86 & 87 plus
28
WM Cio-investment Strategist Resume Examples & Samples
- Serve as a senior contributor in the development of quantitative and qualitative research to build the global “CIO View” for the discretionary portfolios teams and wealth management participants of Deutsche Bank Wealth Management. In particular, this position will provide economic and asset class insights for the Asian region
- To assist in the development of research publications to convey investment strategy on both a global and regional basis. Publications include Quarterly Outlooks, Quarterly Multi-Asset Class Investment Committee meeting packet, weekly insights, monthly Regional Investment Committee presentations, “topical” research publications, and monthly market reviews
- Articulation of “CIO view”, at a minimum, weekly and as frequently as needed with both the salesforce and clients. Major emphasis on building the “brand” of the investment strategy capabilities of Private Wealth both internally (with salesforce) and externally (with clients)
- Ongoing High Quality Research—Consistently update and enhance investment strategy views and provide robust updates on the monthly Regional Investment Committee meetings
- Effectively research, support, monitor, and articulate high conviction ideas at both the regional and global level. Focus on “proprietary” ideas to build credible reputation for Investment Strategy Group
- Be the first point of contact to your regional GPS (Global Products & Services) representative related to all market topics. On a proactive and collaborative basis, assure our investment ideas can be “monetized/implemented” with an appropriate product
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Investment Strategist Resume Examples & Samples
- Attention to detail, a strong sense of urgency, and the ability to work independently and in a collaborative environment
- Results-driven and a motivated self-starter
- Strong interpersonal and organizational skills with the ability to multi-task
- Read, research, and remain current on financial markets to help generate ideas and input toward the platform’s broader investment strategy
- Conduct research and analyze data on economic and market topics as directed by the Chief Investment Strategist and Chief Investment Officer
- Generate and update original economic and market-related data and charts for client presentations and other publications
- Assist with risk analysis and many other features of asset allocation work
- Work with team to create and improve tools and processes for making asset allocation and investment decisions pertaining to client portfolios
- Help team to answer questions from clients and Client Advisors pertaining to specific securities, asset classes, portfolios, or economic issues
- Special projects, as needed
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Investment Strategist, Director Resume Examples & Samples
- Formulate and share in-depth investment insights with clients and internal stakeholders
- Act as a key investment contact for account managers within the firm and respond to queries on market views as well as product related details across multiple asset classes
- Gather client insights as an input to developing new products
- Partner with APAC regional retail and institutional sales and investment teams to drive product growth across asset classes in China
- Work with the CIO of Alpha Strategies, Asia Pacific and Product Strategy teams from Equity, Fixed Income, Multi Asset, and Alternative Investments to deliver a superior client experience through impactful and timely messaging
- Act as a key link to facilitate effective interactions between fund managers and clients/consultants, allowing minimal distraction for portfolio managers
- Act as a credible ambassador representing Alpha Strategies portfolio managers. Meet with clients, prospects, and/or intermediaries to explain the investment philosophy, process, and performance of specific investment products. Provide updates on overall financial market performance, economic trends and the team’s market outlook
- Regularly communicate with regional and global stakeholders to understand sales and client feedback around the reception of product messages and positioning
- Play a leading role in new product development from idea generation to implementation partnering with a diverse set of stakeholders
- Through daily responsibilities, develop relationships with partners across the firm, and increase awareness of the teams’ products throughout BlackRock
- Minimum 10 years of experience in a client service/business development role within the investment management industry
- Passion for and deep knowledge of China markets
- Knowledge of regulatory frameworks in China
- Good understanding of and access to institutional clients in China
- Exceptional oral and written communications skills
- Able to influence without authority
- Team work oriented with proven organisational skills and ability to manage multiple objectives simultaneously
- Fluent English and Native Mandarin (speak, read, write)
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Investment Strategist ML CIO Office Resume Examples & Samples
- Work as part of the CIO team to identify requirement and guardrails for publishing EDGE specific content
- Research investment themes and write reports informing clients and Advisors on financial markets and investment strategy
- Host and speak on regular conference calls and presentations to financial advisors and internal product specialists on macro economic developments, investment strategy and CIO Office outlook on different asset classes
- Generate points of view on topics that are currently gaps for the mass affluent audience (credit, budget, competing priorities, etc.)
- Work with Legal/Risk/Compliance partners to best put forward implementable solutions using self directed screeners, alternatives and implementation guides
- Partner with a wide variety of constituents to produce and execute investment commentary. This individual will need to partner to determine what the broader CIO Office offers and how it may be best delivered through the channels (online, call center based, client facing) as well as incorporated into marketing activities
- Ensure the alignment resources to drive execution and change across IMG and Product Marketing
- Create, develop and lead the implementation of multiple projects and initiatives in a fast-paced, challenging environment with multiple priorities
- 5 plus years related experience in financial services with a strong track record of business success and performance
- Experience in a Research based organization – sell side or buy side; Wealth Management; independent organization etc
- Knowledge of financial markets, investment strategy, macro economics and drivers of different asset classes such as equities, bonds and alternative investments
- Excellent analytical skills. Ability to conduct analysis and translate findings into insights and new strategies
- Strong writing and communication skills, critical thinker, detail oriented, thrives and delivers in a fast pace environment, has the ability to produce independently and in a team setting
- Significant experience in investment theory and financial guidance
- Demonstrated history of insight and innovation. Able to translate complex theories into clear actionable materials consumable by advisors and retail clients
- Unquestionable business and personal integrity and values congruent with those of the organization
- Exhibits strong drive for results and success; conveys a sense of urgency to achieve outcomes and exceed expectations; persists despite obstacles, setbacks and competing influences
- Prior product development, research, or strategy development experience is required
- Series 7 and 66 license preferred
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Director, Senior Investment Strategist Resume Examples & Samples
- Team lead for determining asset allocation inputs
- Work directly with clients and advisors to develop, structure, maintain and report on client investments
- Participates in appropriate industry organizations such as FOX and IPI thru attendance and speaking engagements
- Advanced degree in finance, economics or a related field and/or CFA designation
- Independent thinking
- In-depth knowledge of financial/investment concepts
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Senior Investment Strategist, Chicago Resume Examples & Samples
- Senior level participation on various investment related committees and working groups
- Assembles tactical views
- Plays a lead role in the development and oversite of a robust asset allocation process
- Works with research teams to assess market opportunities and risks
- Responsible for the content of investment strategy reports (eg. Market Environment, Asset Class Valuations, Leadership of Asset Classes and Scout)
- Manages, trains and mentors members of research teams
- Participates in business development efforts including the marketing of capabilities to current and prospective clients
- Oversees and participates in the production of research pieces including white papers, panel discussions, market research calls, etc
- Creates publications to compare and contrast investment strategies
- Ensure appropriate documentation of research activities
- Ten plus years relevant work experience
- In-depth knowledge of asset classes and investment methodologies
- Knowledge of computer programs, particularly Microsoft Excel
- Superior analytical abilities and attention to detail
- Must work well in a team environment and adhere to high ethical standards
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Investment Strategist Resume Examples & Samples
- Must be a "team player" with the ability to work collaborative environment
- 2-3 three years work experience in relevant business or financial industry functional role
- Strong inter-personal skills such that enable effective interaction working with various levels of firm management
- Prioritize and multi-task in fast paced environment while showing strong attention to detail and exhibiting technical skills
- Ability to problem solve and spot issues proactively while able to meet aggressive deadlines
- Proficient in Microsoft Word, Excel, Power Point
- Experience with FactSet, Bloomberg or Morningstar Direct
- Strong interest in global financial markets
- Series 7 and 66 required or obtain within 120 days of hire
- CFA and/or MBA in progress or obtained preferred but not required
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VP, Investment Strategist Resume Examples & Samples
- Conduct retail consumer research to provide commentaries and support the development of new products and services to meet customers’ and frontlines’ needs
- Assist in preparing materials of investment environment or products through customer seminars and prepare the presentation materials to customers and the general public
- Assist in developing teaching aids on portfolio analysis and marketing materials of investment and/or insurance products to assist the frontline sales people
- Compliance of own self with physical and information security standards
- Graduate in Business/ Finance/ Economics
- Postgraduate or qualification of CFP/ CFA / FRM is preferable
- 5 years or more of experience in monitoring investment trends, market risk concerns with sound financial/portfolio planning knowledge
- Experience in media interview is preferred
- With experience in different financial products, e.g. Insurance, Mutual Fund, FX and Equity
- Excellent communication, verbal and written presentation skills
- Strong ability on asset allocation skills
- Highly analytical, numerate and innovative
- Compliance and Discipline
- Global economic sense and technical skill in product prospectus in different financial products
- Knowledge of the financial and product intelligence, especially for HK market
- Training / coaching skills
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Defined Contribution Investment Strategist Resume Examples & Samples
- Crafting messaging, positioning, and sales narratives around DC products to assist in investor relations and external client engagement
- Shaping the direction of broad product and sales campaigns within DC
- Collaborating closely with the DC Research, Portfolio Management, and & Implementation teams to ensure clients’ needs are being adequately met by existing product offerings, and driving product development to evolve the DC product suite as needed
- Providing strategic investment advice to clients and prospects on LifePath and other non-TDF DC strategies
- Producing thought leadership pieces and other collateral in conjunction with DC Marketing
- Fielding and responding to day-to-day ad-hoc requests that come in to the team alias
- Ensuring our internal distribution partners and external clients and prospects are serviced at the highest level
- Spearhead the build out of LifePath and DC portfolios onto the Aladdin platform
- Automate recurring tasks using BlackRock technology (e.g. ATX, Prism, etc.)
- Monitor effectiveness: develop and maintain metrics for tracking production, product pipeline, meeting initiation, quality of interactions and follow-up with existing client relationships
- Partner closely with distribution teams to understand and prioritize opportunities and commercialize investment solutions for our clients
- Lead the research that informs strategy development and sales positioning (i.e. industry and competitive analysis)
- Work with senior management and business unit leaders to determine strategic objectives and identify opportunities to meet these goals and contribute to the development of firm-wide and DC growth strategies
- Assist in synthesizing and presenting recommendations to drive decision making process (via presentations, meetings, memos, etc.)
- Structure and lead quantitative analyses for ad-hoc strategy projects
- Coordinate efforts among various BlackRock and DC teams to ensure efficient execution of projects
- Participate in implementation of initiatives and changes where appropriate
- Provide ongoing analytics, communications and project management support for broader DC Investment Strategy team
- Results-oriented self-starter singularly focused on execution with a high level of self-motivation and flexibility, and a proactive “can do” attitude
- Supremely organized and detail-oriented, with strong time management skills and the ability to 1) prioritize effectively and 2) multi-task quickly and efficiently in a fast-paced environment
- Excellent analytical, problem solving, and critical thinking capabilities
- Interest and aptitude to develop strategic thinking with commercial market awareness and business acumen
- Ability to work with people of all levels while demonstrating maturity and good judgement
- Experience managing project teams, leading transactions and large-scale, high impact strategic assignments, or coordinating projects between groups with varying interests (managing stakeholder expectations); experience operating within a global organization demonstrating project management skills
- Must be comfortable gathering and synthesizing data from Aladdin and other systems or ambiguous sources, draw conclusions, and summarize/translate output into relevant commercial takeaways for different audiences
- Excellent written, verbal, and interpersonal communication skills with the ability to understand and clearly articulate sophisticated and complex concepts, ideas, and processes in a digestible format
- High proficiency in Aladdin applications and Microsoft Office (PowerPoint and Excel are non-negotiable) to create superior presentation materials and analyses
- Experience with Morningstar, Bloomberg, Barclays Live, or eVestment is ideal, but not required
- Familiarity with MATLAB, R, VBA, Java, Python, or SQL is a plus, but not required
- Has 2+ years of related experience
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Defined Contribution Investment Strategist Analyst Resume Examples & Samples
- Within the Client Businesses Group, we pride ourselves on creating, communicating, and delivering investment solutions to clients worldwide. It’s our mission to lead the way with better retirement outcomes and investment solutions and keep our clients at the center of everything we do – in an ever-changing investment landscape, it’s up to us to provide real solutions to our clients’ problems
- To that end, we have teams of professionals with knowledge in the many functions that combine to make this effort successful and sustainable, including relationship management, marketing, sales, client service, and product development and management
- We serve institutional and retail clients in more than 60 countries, including pension funds, foundations, endowments, official institutions, insurance companies, sub-advisory relationships, high net worth individuals, family offices, and private banks. Further, we work to cultivate relationships with key distributors of our investment products, such as broker-dealers, banks, registered investment advisers, financial planners, insurance companies, and building societies
- BlackRock's U.S. Defined Contribution Group is one of BlackRock's most interesting and exciting businesses and has been recognized as a primary engine for future revenue growth. By focusing on sales of BlackRock products through Defined Contribution plan platforms and as distributed by wirehouses, banks, independents and Registered Investment Advisors, U.S. Defined Contribution has helped solidify BlackRock's position as a top provider of defined contribution plan investment solutions
- BlackRock’s US/Canada Defined Contribution (USCA DC) business delivers the firm’s products and solutions to clients with 401(k), 403(b) and 457 retirement plans. Clients span from the largest institutional plans to the smaller adviser sold plans. The USCA DC business has experienced strong growth over the last few years and has been identified as a priority business for the firm
- BlackRock is the largest DC investment only manager in the US, with over $600b in DC assets under management. This includes the $135 billion LifePath platform, the first target date fund in the industry
- The DC Investment Strategy team is looking for a motivated individual that will be responsible for supporting and helping position the DC and LifePath businesses to generate robust, long-term growth. This person will play a key role in ensuring our internal distribution partners and external clients and prospects are serviced at the highest level and creating the operational leverage needed to achieve success for investment strategy activities
- Fielding and responding to day-to-day ad-hoc requests
- Completing RFPs/RFIs and due diligence questionnaires
- Creating and maintaining standard meeting collateral
- Conducting customized ad-hoc investment and data analysis and provide general analytical support
- Helping to craft messaging, positioning, and sales narratives around DC products to assist in investor relations and external client engagement
- Delivering investment insights and analysis on DC products, competitors, and the broader DC industry, including fund philosophy, process & positioning, performance, attribution, flows and trends
- Coordinating efforts among various BlackRock and DC teams to ensure efficient execution of projects
- Working on special projects
- Providing ongoing analytics, communications and project management support for broader DC Investment Strategy team
- This position involves exposure to groups across the firm and DC, works across the full range of BlackRock products, and provides interaction with professionals at all levels
- The role allows for development of BlackRock and 3rd party product and systems knowledge, project management skills, client service skills, written and verbal communication skills, analytical skills, strategic planning, and offers the opportunity to work with colleagues in BlackRock offices across the US
- Results-oriented self-starter focused on execution
- Organized and detail-oriented, with the ability to 1) prioritize effectively and 2) multi-task quickly and efficiently in a fast-paced environment
- Interest and aptitude to develop capital markets knowledge
- Must be comfortable gathering and synthesizing data from Aladdin, drawing conclusions, and summarize/translate output into relevant commercial takeaways for different audiences
- Strong communication skills with the ability to understand and articulate complex concepts in a digestible format
- Proficiency in Aladdin applications and Microsoft Office (PowerPoint and Excel) to create presentation materials and analyses
- Series 7 & 63 required, or expected to be obtained within 6 months of hire
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Digital Investment Strategist Resume Examples & Samples
- Integrate within the digital planning teams to help centrally manage negotiations/rate tracking/planning costs/benchmarking/ budget management of assigned account(s)
- Participate in vendor RFP selection
- Negotiate digital programs and rates for clients
- Demonstrate better pricing, efficiencies, and impact by consolidating buys across sites, Maxus and GroupM
- Meet with vendors on an ongoing basis and provide updates and/or recommendations
- Keep current on digital innovations, ad models, and technologies
- Investigate, interpret, understand, and provide marketplace condition updates
- Establish investment best practices, spend trends (video, display, mobile, etc.), benchmarking, and set market
- Enforce key investment tenets around KPIs
- Proactive in following up on client team requests with a key awareness of client deadlines
- Maintain strong media and technology vendor relationships and act as a resource for industry data and trends
- Create POVs
- Actively participate in department projects/committees
- Build and maintain strong relationships with media, technology, analytics and GroupM teams as well as media and technology publishers
- Assist the broader digital investment team with major projects
- Educate media teams on the media planning/investment process
- Ability to work in a team environment that promotes collaboration
- Capable of working successfully within a team as well as independently
- Able to establish and maintain effective relationships interdepartmentally as well as those outside the team
- Thorough understanding of the media landscape and fast-moving digital trends
- Strong quantitative and analytical/results-oriented skills
- Solid negotiation skills and tactics
- Ability to multi-task, work successfully with teams, and work under pressure
- Excellent time-management and follow-through skills
- Advanced proficiency in Excel with intermediate PowerPoint and Word skills
- Strong understanding of interactive research tools, such as Moat, Nielsen Net-Ratings, Ad Relevance, @Plan, and comScore Media Metrix
- 2+ years prior digital investment or planning experience desired
- Entertainment account experience preferred
- Seeks to understand more about client business
- Aware of the competitive landscape and begins to form opinions on how to turn intelligence into opportunities
- Enjoys a challenge and is open to change; consults others for advice and direction when facing challenges in order to solve problems independently
- Suggests and begins to apply ideas in the development of alternative solutions
- Understands the importance of prioritizing tasks; manages own time effectively, keeping relevant
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Investment Strategist Resume Examples & Samples
- Understanding of economic principles and trends, and their impact on the management of a large and varied investment portfolio
- Knowledge of various types of investments and their characteristics, including equities, fixed income investments, real estate/real assets and alternative investments
- A strong quantitative background
- Ability to transform concepts into actionable items
- Ability to work independently as well as thrive in a team environment
- Comfortable taking initiative
- Understanding of insurance and asset liability investing
- Familiarity with Datastream, Bloomberg, Matlab etc
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VP, Investment Strategist Resume Examples & Samples
- Serve as a key member of Equity investments, focused on building Northern Trust’s Equity business by providing the highest level of investment and product development expertise as well as exemplary internal/external client communications skills
- Act as a “proxy” for portfolio managers, meet with clients, prospects and/or intermediaries, including internal constituencies, to: explain investment philosophy, process, and performance of specified investment products; and, as appropriate, to provide updates on overall financial market performance, top-down macro perspectives and the investment team’s strategy outlook
- Responsible for establishing and maintaining pricing for equity products and strategies in EMEA. As part of this responsibility, keep abreast of the competitive environment, including, competitors in the market, new products and current pricing
- Provide thought leadership, to include written materials for external publication and long term thematic research
- Knowledge of fiduciary responsibilities (especially FCA standards) and the legal and regulatory contexts within which investment decisions are made, acquired through formal education and work experience, to ensure that investment activities are in compliance
- Excellent presentation and communication skills (both verbal and written) with significant experience delivering in institutional presentations, particularly in new business finals and client portfolio reviews
- Ability to write commentaries research reports, and white papers
- Communication, including presentation skills
- Persuading and Influencing
- Investments knowledge
- Time management
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Senior Investment Strategist Bloomfield Hills Resume Examples & Samples
- Obtain review/preliminary review of all required information to set up and maintain credit and loan closing files to include: RECAP approval, appraisals, environmental reports, reviews, surveys, title reports, UCC searches, good standing and existence certificates, contractor and construction information, equity injection, current financials and tax returns. Ensure all pertinent documents required from internal departments, outside vendors and borrowers and all other due diligence, along with verifying all documents requiring credit approvals, have been reviewed and approved
- Secure Small Business Administration (SBA) loan packages with the required SBA forms and signatures
- Support credit officers by performance of preliminary review of documentation required to answer questions and furnish additional information as required by SBA to secure approval
- Verify SBA approval against bank loan approval; draft any amendments to SBA approval for credit officer review/approval
- Communicate verbally and in writing with borrowers, credit officers and Business Development Officers (BDO) to advise of missing and/or inaccurate information
- Evaluate collateral position of bank as search, title and other reports become available
- Keep credit officers, BDO's and managers updated on work flow / pipeline for weekly meetings and day-to-day as requested
- Provide training and support for all other junior Loan Analysts
- Promote communication with internal customers by willingness to contribute assistant to promote their success in conjunction with department's success by sharing information and providing any and all assistance requested or referring the request to the appropriate department
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Investment Strategist, Detroit Resume Examples & Samples
- Manages a significant number of accounts as determined by the Regional Investment Strategist, for the high net worth clients
- Incorporates the 5-step Consultative Investment Management Process to manage client accounts, including the use of cash flow analysis and asset allocation analysis, reviewing proposals and investment policy statements, understanding the due diligence processes and conducting quality client reviews incorporating these tools
- Maintains a current understanding and working knowledge of the Comerica Investment Policy Committee, asset allocation guidelines and process for establishing asset allocation guidelines
- Maintains a working knowledge of the current financial regulatory environment, fiduciary standards and current and proposed tax laws
- Demonstrates the ability to develop and execute a comprehensive transition plan, optimizing the use of Investment Services and Trading, following current policies concerning account transitions
- Meets all compliance requirements including but not limited to conducting annual account reviews, resolving items on investment exception reports, and completing required training
- Consistently achieves specific annual net new business goals
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Senior Investment Strategist Resume Examples & Samples
- Work closely with the Chief Investment Strategist to help further develop LOIM’s investment strategy
- Lead one on one Client Meetings and Presentations
- Co-ordinate and help perform Global Macro Forecasting and expand emerging markets sovereign coverage
- Help create and execute strategies to expand LOIM’s published research/thought leadership range for Third Party Distribution and institutional client based with increased emphasis on researching equities from a macro perspective
- Economics/Finance/ Statistics Degree
- Relevant exposure to Top Tier Financial Industry experience
- Experience using econometric software
- Strong client facing experience when it comes to discussing research and strategy findings with both institutional and private clients
- Fluency in French and English is essential
- Experience of Global Macro Forecasting
- Econometrics, public speaking
- FCA
- Excellent understanding of macroeconomics, finance and market dynamics
- Ability to create/manage and update databases using metrics such as demographics, secular stagnation, recession risk
- Experience of working with Bloomberg, Haver Analytics, DataStream
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Junior Investment Strategist Resume Examples & Samples
- Custodian of GI&S’ quarterly asset allocation outlook and houseview
- Quantitative analysis to support the Strategic Asset Allocation process
- Single asset class analysis
- B-degree Graduate degree in Commerce –
- B-degree Graduate degree in Commerce – CFA / CFP Advanced / similar qualification
- Preferable
- 5 years financial services experience with a specific focus on wealth management
- Technical investment expertise combined with a strong marketing flair and excellent writing skills
- An in depth understanding of the investment advice landscape
- Strong stakeholder management and communication skills
- Experience in wealth management preferable
- Excellent writing skills
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Institutional Investment Strategist Resume Examples & Samples
- Intellectual contribution to the investment philosophy and process which delivers customized mutual fund menus to a variety of client sectors
- Regularly meet and collaborate with client Investment Committees to maintain investment menus
- Coordination of fund oversight, compliance and client service activity within a dedicated support team framework
- Perform annual investment compliance reviews
- 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 as well as the development and delivery of prospect presentations
- We seek a candidate with investment experience within the 401(k) retirement space
- 10+ years of experience, including 5 years in a client facing capacity, is required. An undergraduate degree is required; a graduate degree is preferred
- Excellent written, verbal, and interpersonal skills
- Strong knowledge of financial markets, fiduciary relationships, and investment concepts
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VP, Investment Strategist Resume Examples & Samples
- Support credit proposal write-up (RM needs to provide initial info to CA to complete the whole proposal)
- New proposals to be completed by RM and checked by CA, while straight annual reviews by CA and checked by RM
- For new proposals, CA assists RM by performing the following
- Good risk assessment skills
- Sound products & industry knowledge
- Familiar with China policies and regulations
- Effective communication and problem solving technique
- Sharp business & customer focus
- Strong communication skill
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Investment Strategist Resume Examples & Samples
- Research & Idea Generation: Assist in the development, review, and monitoring of thematic investment views. Closely follow the markets and incorporate internal models, BlackRock investment strategy views and internal and external research to provide support for investment thesis
- Content Creation: Synthesize investment views into clear, compelling presentations and client collateral for internal and scaled distribution. Develop investment commentary to support views and insights (e.g. client commentary, bylined articles, trade ideas, sales talking points, etc.) on thematic and “breaking news” topics. Drive investment strategy and messaging for product launches and broad thematic investment opportunities
- Sales Engagement: Actively engage with client-facing and marketing partners to understand client priorities and concerns and represent the firm’s investment views and insights. Deliver views to retail and institutional sales and clients and respond to ad hoc sales and client requests
- Bachelor’s degree, Series 7, 63 (or acquired after joining)
- 4-5 years of experience including 2-3 years in a directly relevant capacity (e.g. research, trading etc.)
- Excellent quantitative, analytical and communication skills. Superior ability to synthesize information and convey in a clear, concise, engaging way
- Proactive idea generation – driven and self-motivated
- Creative, global thinker with high intellectual curiosity, voracious consumer of markets content
- Strong understanding of BlackRock’s business and clients, solid commercial sensibilities
- Collaborative team player with a demonstrated ability to build strong working relationships at all levels of an organization
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Investment Strategist Resume Examples & Samples
- Building the MRI analytical package for each strategy review meeting, which requires skills in working with investment systems, large data sets, data visualization, and cogent writing
- Designing and maintaining risk surveillance dashboards
- Managing administrative tasks such as scheduling meetings and transcribing minutes from each “deep dive” review
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VP / Dir-investment Strategist Resume Examples & Samples
- Demonstrate knowledge of a variety of asset classes (stocks, bonds, commodities, currencies)
- Perform complex financial analysis
- Write regular reports on market events impacting different asset classes
- Work with Senior Analysts to develop key themes
- Develop databases integral to different research products
- Participate and contribute to client meetings and events
- Closely follow and understand market and industry
- Seek out new, value-added, and/or unusual sources of information
- Leverage our robust network of industry and internal analyst contacts
- Interact regularly with clients
- The candidate MUST be able to thrive in a fast-paced and intense environment
- Major(s) and areas of academic excellence must include Finance
- Along with Finance, should have basic understanding of economics, macroeconomic factors, international affairs, and policy/politics
- Strong writing and spreadsheet skills. Must be an expert at MS Word and MS Excel
- Must enjoy working in databases and websites, and doing desktop and field research
- Must have excellent communication skills, written and verbal
- Must have strong attention to detail, ability to multi-task
- Must work well in a collaborative team environment
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DC Investment Strategist Investment Strategy Group Resume Examples & Samples
- Lead product and sales campaigns across DC and also to assist the marketing group in gaining a strong understanding of product features/benefits
- Oversee product evolution and development of our suite of DC products
- Serve as a DC product expert during meetings with clients, prospects, consultants, advisors and platforms. This includes packaging, marketing, messaging, and most importantly, an in-depth understanding of the underlying investment philosophy
- Create and develop marketing materials including thought pieces to assist in investor relations, creation/awareness efforts and external engagement
- Deliver highest quality investment communication to a wide range of clients & prospects, including ad-hoc requests and editing/checking of RFP/RFIs
- Provide strategic investment advice through our Custom business to clients and prospects on both LifePath and traditional BlackRock strategies
- Proven ability in a sales/business development role, covering both institutional and retail (Institutional client and product experience required)
- Ability to develop strategic thinking with commercial market awareness and business acumen
- Team approach – able to coordinate between various groups within a firm
- Strong capital market foundations, with fixed income background a plus
- High level of self-motivation and flexibility
- 10+ years of sales and investment experience
- MBA, other advanced degree and/or CFA designation preferred
- DC experience preferred
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Multi Asset Investment Strategist Resume Examples & Samples
- Monitor currency, commodity, equity and fixed income markets as well as the broader macro investment-market environment to develop timely market outlook and investment ideas
- Create original investment research and strategy across all asset sectors
- Monitor daily market events globally and analyze how these events are impacting different asset classes
- Work with the firm’s industry analysts on market themes
- Work with multiple data bases to develop research ideas and articles
- Perform complex financial analysis across many asset classes
- Work closely with the firm’s sales force
- Work closely with the firm’s clients
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Senior Investment Strategist Resume Examples & Samples
- World-class economic and investment knowledge as demonstrated by experience in asset management, financial services, or academic research
- Ability to write thought-leading materials on investment and economic topics
- Experience in presenting in a simple way potentially complex investment topics to a range of audiences, including the media
53
Investment Strategist Resume Examples & Samples
- 3-5 years of investment management experience, specifically mutual fund/ETF/alternative investment due diligence, and experience with systems such as FACTSET, Morningstar Direct, and Bloomberg
- Experience leading initiatives from start to finish in a large organization
- BA/BS required, MBA desired; Professional designations such as CFA or CIMA a plus
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Associate Investment Strategist Merrill Lynch CIO Resume Examples & Samples
- Research investment themes, synthesize Bank of America/Merrill Lynch Research and industry thought leadership, and write on developments relating to markets, investing, and wealth management for the Office of CIO’s regular weekly, monthly and quarterly publications
- Follow market developments and be proactive in informing senior leaders, Financial Advisors and clients on important issues and strategies
- Contribute analysis and insights on equities, fixed income and alternative investments to the CIO Investment Strategy Committee
- Be a conduit for the CIO with internal partners such as various product groups
- Develop CIO Market Outlook presentations for wealth managers and senior members in the CIO
- Assist in building a pipeline of new themes / ideas and maintain updates on CIO Investment themes on a regular basis
- Develop, organize and maintain data spreadsheets which feed into CIO publications
- Occasionally perform portfolio analytics for Ultra High Net Worth clients and institutions
- Bachelor’s degree in business or economics, or related field. Prefer MBA and / or CFA charter-holder (progress towards becoming a CFA charter-holder will be considered)
- 2-3 plus years related experience in financial services with a strong track record of business success and performance
- Experience in a Research based organization – sell side or buy side; Wealth Management; independent investment management organization etc
- Knowledge of financial markets, investment strategy, econometrics and drivers of different asset classes such as equities, bonds and alternative investments
- Excellent analytical skills especially data analysis. Ability to conduct analysis and translate findings into insights and new strategies
- Proficient with Bloomberg, Excel, Haver Analytics, FactSet etc. Good power point skills
- Strong writing and communication skills, critical thinker, detail oriented, thrives and delivers in a fast pace environment, has the ability to produce independently and in a team setting
- Experience in investment management, portfolio strategy and financial guidance
- Proven ability to engage and influence senior executives, establish and maintain collaborative partnerships and provide thought leadership to strategic decisions
- Strong client centric focus
- Unquestionable business and personal integrity and values congruent with those of the organization
- Exhibits strong drive for results and success; conveys a sense of urgency to achieve outcomes and exceed expectations; persists despite obstacles, setbacks and competing influences
- Prior product development, research, or investment strategy experience is required
- Series 7 and 66 license will be required. Firm can sponsor
