Investment Strategy Analyst: Portfolio Insights

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

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