Investment Strategy Analyst — Portfolio & Analytics Expert

Focus Financial Partners; St. Louis (MO); On-site; USD 80,000 - 86,000; Full time

Job summary

Focus Financial Partners seeks an Investment Strategy Associate to educate stakeholders on investment philosophy and market insights. The role provides analytical services and strategy support to the advisory community and other business lines, focusing on portfolio and investment analysis.

The ideal candidate collaborates across teams, produces high-level analytical work, and meets project deadlines while delivering superb client service.

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 (annualized return, std dev, 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.

Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection.
• Use Excel, Bloomberg, Morningstar, and internal tools to perform analyses and support advisor 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 toolsets to support advisors, including proprietary software and data sources.
• Demonstrate an understanding of our investment strategies, policies, and procedures.

Skills

Excel

MS Office

Investment experience

Quantitative skills

Communication skills

Education

B.S. in Accounting/Economics/Engineering/Finance/Math

CFA interest

Tools

Bloomberg

Morningstar Direct

Job description

Focus Financial Partners seeks an Investment Strategy Associate to educate stakeholders on investment philosophy and market insights. The role provides analytical services and strategy support to the advisory community and other business lines, focusing on portfolio and investment analysis.

The ideal candidate collaborates across teams, produces high-level analytical work, and meets project deadlines while delivering superb client service.