Investment Strategy Analyst

Focus Partners Wealth; United States; Hybrid; USD 80,000 - 86,000; Full time

Job summary

Focus Partners Wealth is seeking an Investment Strategy Analyst to educate stakeholders on investment philosophy, solutions, and markets. The role emphasizes portfolio and investment analysis support for our advisory community and other business lines, working to deliver clear, high-level analytical work and meet deadlines.

You will collaborate with advisors, use Excel, Bloomberg, Morningstar, and internal tools to analyze portfolios, craft investment policy statements, and maintain strategy

Qualifications

• 3+ years of investment-related work experience.
• Bachelor's degree in Accounting, Economics, Finance or Math.
• Pursuing CFA charter or comparable certification preferred.
• Proficient in Microsoft Office applications; advanced Excel skills.
• Ability to calculate and interpret investment statistics (annualized return, std dev, Sharpe).
• Bloomberg and/or Morningstar Direct experience preferred.
• Excellent quantitative and analytical skills.
• Ability to communicate complex financial topics clearly.
• Ability to manage multiple priorities and meet deadlines.
• Committed to superb client service.

Responsibilities

• Engage with advisors to provide investment strategy insight on portfolio design and fund selection.
• Use Excel, Bloomberg, Morningstar, and internal databases to perform analyses and support advisor client meetings.
• Support advisors crafting investment policy statements for clients.
• Update and maintain investment strategy collateral.
• Maintain and serve as a technical resource for portfolio analysis tools and internal databases.
• Support Focus Partners’ thought leaders through data collection and independent research.
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources.
• Demonstrate understanding of our investment strategies, policies, and procedures.

Skills

Investment analysis

Excel proficiency

Quantitative analysis

Excellent communication

Education

Bachelor's degree in Accounting, Economics, Finance or Math

Tools

Bloomberg

Morningstar Direct

Microsoft Excel

Internal databases

Job description

## Investment Strategy AnalystApply: Partially Remote: St. Louis, Missouri: Deerfield, Illinois: Chicago, Illinois: Needham, Massachusetts: Boston, Massachusetts: Full time: Posted 2 Days Ago: JR100547**Job Description Summary:**The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines.**Job Description:****Primary Responsibilities*** Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection* Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.* Provide support for advisors crafting an investment policy statement for a client* Help update and maintain investment strategy collateral* Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases* Support Focus Partners’ thought leaders through data collection and independent research* Utilize investment strategy tool sets to support advisors, including proprietary software and data sources* Demonstrate an understanding of our investment strategies, policies, and procedures **Qualifications*** 3+ Years of work experience in an investment-related position* B.S. Accounting, Economics, Engineering, Finance, or Math* Interest in pursuing CFA Charter (or comparable certifying exam) preferred* Proficient in Microsoft Office applications; excellent Excel skills* Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio* Bloomberg and/or Morningstar Direct experience preferred* Excellent quantitative and analytical skills* Ability to communicate complicated financial topics clearly and simply* Ability to manage multiple priorities and meet deadlines* Committed to superb client service* Professional attitude and demeanor This position is an Exempt position. The annualized base pay range for this role is expected to be between $80,000 - $86,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.#LI-KP1 Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.