Investment Strategist

Moomoo Inc.; Jersey City (NJ); On-site; USD 110,000 - 180,000; Full time

Job summary

Moomoo Inc. in New Jersey is seeking an experienced investment advisor to conduct deep-dive research on U.S. equities, options, futures, and derivatives, delivering client-facing content for high-net-worth clients.

You will provide bespoke advisory, develop tailored investment themes and asset allocation, and support trade execution. You will draft market commentary and training materials for RMs, while contributing to the department's product matrix and scalable client-service models.

Qualifications

• Education in Finance, Economics, Accounting, Investment, Business, or related fields.
• Proven experience in U.S. equity markets, Equity Research or Option Trading, with crypto investments knowledge.
• At least 3 years in high-net-worth client service or investment strategy/wealth management support.
• Strong communication and coordination skills; teamwork.
• Native English; Chinese language skills preferred.

Responsibilities

• Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures and derivatives.
• Deliver bespoke investment advisory to High-Net-Worth clients, including tailored investment themes, asset allocation and trade execution support.
• Draft thematic market commentary and client educational materials for U.S. and Canada markets; develop actionable strategy content and talking points for RMs.
• Contribute to the development of the department's product matrix by curating tailored financial solutions aligned with risk/return profiles and house view.
• Perform client segmentation analysis to design scalable, customized global investment and service models for different client tiers.

Skills

Investment research

Client-facing communication

Team collaboration

Financial product knowledge

Attention to detail

Education

Finance/Economics/Accounting degree

Job description

Responsibilities:

• Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives.
• Deliver bespoke investment advisory to High-Net-Worth (HNW) clients. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
• Draft thematic market commentary and client educational materials for U.S. and Canada markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs).
• Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
• Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers.

1. Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
2. Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.
3. At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
4. Strong communication and coordination skills, with a strong sense of teamwork.
5. Language skills: Native in English, Chinese speaking is highly preferred.
6. License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)