Director of Macroeconomic Strategy

Jobtailor

Minnesota

On-site

USD 150,000 - 230,000

Full time

14 days+

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Job summary

Jobtailor in Minnesota seeks an experienced investment research and strategy professional to support senior leaders with market outlooks, investment themes, and scenario analyses. The role requires strong modeling, cross-asset analysis, and the ability to translate complex markets into actionable insights for retail clients.

The candidate should have 10+ years in investment research or portfolio management, a Bachelor's degree or equivalent, and FINRA Series 7 plus state registrations within 90

Qualifications

10+ years of experience in investment research, portfolio management, or strategy.
Bachelor's degree or equivalent, FINRA Series 7, and state registrations required within 90 days.

Responsibilities

Support the Chief Market Strategist and Chief Economist with market and economic outlooks, investment themes, scenario analyses, and forward-looking perspectives.
Evaluate implications of changing market and economic conditions for asset allocation, portfolio positioning, and advisor/client guidance.
Conduct independent analysis of economic indicators, financial markets, earnings trends, valuations, monetary policy, and cross-asset developments.
Identify emerging risks, opportunities, and shifts in market and economic conditions that may influence investment outcomes and portfolio decisions.
Build, support, and enhance market and economic forecasting frameworks, analytical models, dashboards, and scenario analysis capabilities.
Develop systematic approaches for monitoring growth, inflation, policy, valuations, market conditions, and other indicators.
Develop and contribute content for market and economic publications, presentations, market commentaries, and advisor- and client-facing communications.
Translate market and economic developments into clear, actionable insights for retail investors, advisors, and clients.
Support market and economic presentations, advisor and client events, media-related activities, video content, and thought-leadership initiatives.
Leverage Bloomberg, FactSet, AI-enabled research tools, and other technologies to expand research capabilities and improve analytical workflows and messaging.

Skills

Market analysis

Economic analysis

Portfolio management

Modeling skills

Investment knowledge

Cross-asset analysis

Education

Bachelor's degree or equivalent

FINRA Series 7

State securities agent registration (S63 or S66)

State IAR registration (S65 or S66)

Tools

Bloomberg

FactSet

AI-enabled research tools

Job description

Support the Chief Market Strategist and Chief Economist with market and economic outlooks, investment themes, scenario analyses, and forward-looking perspectives
Evaluate implications of changing market and economic conditions for asset allocation, portfolio positioning, and advisor/client guidance
Conduct independent analysis of economic indicators, financial markets, earnings trends, valuations, monetary policy, and cross-asset developments
Identify emerging risks, opportunities, and shifts in market and economic conditions that may influence investment outcomes and portfolio decisions
Build, support, and enhance market and economic forecasting frameworks, analytical models, dashboards, and scenario analysis capabilities
Develop systematic approaches for monitoring growth, inflation, policy, valuations, market conditions, and other indicators
Develop and contribute content for market and economic publications, presentations, market commentaries, and advisor- and client-facing communications
Translate market and economic developments into clear, actionable insights for retail investors, advisors, and clients
Support market and economic presentations, advisor and client events, media-related activities, video content, and thought-leadership initiatives
Leverage Bloomberg, FactSet, AI-enabled research tools, and other technologies to expand research capabilities and improve analytical workflows and messaging

Requirements

10+ years' experience in investment research, portfolio management, or strategy
Bachelor's degree or equivalent
FINRA Series 7 required upon hire
Active State securities agent registration (S63 or S66) or ability to obtain within 90 days
Active State IAR registration (S65 or S66) or ability to obtain within 90 days
Strong knowledge in market and economic analysis
Excellent communication skills both written and verbal
Extensive knowledge base and understanding of various investment types (e.g. equities, fixed income, alternatives, etc.)
Proficiency in modeling skills with the ability to combine investment knowledge and technical expertise
Proficiency in Bloomberg and/or FactSet
Retail advisor/client experience
Ability to communicate complex topics in understandable terms
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States

Core Competencies

Demonstrates extensive expertise in market and economic analysis, investment research, and portfolio management, with a strong ability to communicate complex insights clearly to retail investors and advisors. Proficient in utilizing analytical models and tools like Bloomberg and FactSet to enhance research capabilities and support strategic decision-making.

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