Portfolio Strategist

Nomura; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Nomura in New York invites a Portfolio Strategist to join the Portfolio Consulting Team within Global Multi Asset. You will deliver portfolio construction insights and quantitative analyses to wealth managers, partnering with US Wealth wholesalers to tailor reviews to each advisor’s needs.

You will also produce bespoke macro analyses, asset-class commentary, and marketing collateral while supporting a range of projects from thought leadership to investor presentations.

Qualifications

• 5+ years in portfolio management or client-facing multi-asset investment roles
• CFA or advanced degree in Finance; Series 7 & 63 preferred
• Public speaking skills to present complex portfolio construction insights clearly
• Morningstar Direct, Excel and PowerPoint; familiarity with FactSet, Bloomberg, MSCI Barra a plus
• Ability to analyze large data sets; coding in R or Python a plus

Responsibilities

• Partner with Nomura’s wholesalers to conduct portfolio reviews for top advisory teams
• Incorporate macro-economic analysis and asset-class insights in bespoke reports and presentations
• Support development of value-add resources: thought leadership, market commentaries, investor presentations and collateral

Skills

Public speaking

Data analysis

Communication

Education

5+ years in portfolio management or client-facing multi-asset roles

CFA or advanced degree in Finance

Series 7 & 63 (preferred)

Tools

Morningstar Direct

Microsoft Excel

PowerPoint

FactSet

Bloomberg

MSCI Barra

R or Python

Job description

Job description:

Role Description:

As a Portfolio Strategist within Nomura's Portfolio Consulting Team and as part of Nomura's Global Multi Asset team, you will work to deliver portfolio construction insights and analysis to our clients. By partnering with our US Wealth wholesalers, you will conduct portfolio reviews for wealth managers to help them better understand their portfolios by providing expert insights with rigorous quantitative analysis to deliver a comprehensive review tailored to each advisor's unique needs.

In this role you will:

• Partner with Nomura’s internal/external wholesalers to conduct portfolio reviews for top advisory teams
• Incorporate macro-economic analysis and insights on various asset classes in bespoke reports and presentations to help financial advisors better understand their client’s investments
• Help build Nomura’s Portfolio Consulting Team’s value-add resources by supporting a variety of projects including investment thought leadership, market commentaries, mainstage presentations for investor conferences as well as other marketing material and collateral

Skills, experience, qualifications and knowledge required:

• 5+ years of relevant experience within Portfolio Management, Client Portfolio Management, Investment Specialist, Portfolio Consulting, Portfolio Strategy or other client-facing investment roles for multi-asset strategies and portfolio construction
• CFA or advanced degree in Business, Finance, or related field & Series 7 & 63 (preferred)
• Excellent public speaking skills to clearly present complex portfolio construction insights in a digestible manner to a wide variety of stakeholders (from one-on-one meetings to larger audiences)
• Exceptional skills in Morningstar Direct, Microsoft Excel and PowerPoint; proficiency in FactSet, Bloomberg, and/or MSCI Barra is a plus
• Ability to work with large data sets to concisely analyze and report insights/findings; coding language skills in R or Python are a plus

Profile description:

Nomura Leadership Behaviours

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion: Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

*base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired in the U.S., employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Nomura is an Equal Opportunity Employer