Portfolio Strategist

Nomura; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Sign-on bonus

Restricted stock units

Medical benefits

401(k) eligibility

Paid time off

Job summary

Nomura in New York, NY is seeking a Portfolio Strategist to join the Global Multi Asset team within NAM International. You will deliver portfolio construction insights and conduct quantitative reviews for wealth managers, partnering with US Wealth wholesalers.

The role requires strong analytical skills, 5+ years in portfolio management or related fields, and proficiency with Excel, Morningstar Direct, and PowerPoint. CFA or advanced degree and Series 7/63 are preferred.

Qualifications

• 5+ years of relevant experience within Portfolio Management or related client-facing investment roles.
• CFA or advanced degree in Finance/Business and Series 7 & 63 are preferred.
• Excellent public speaking skills to present complex portfolio insights clearly.

Responsibilities

• Partner with wholesalers to conduct portfolio reviews for top advisory teams.
• Incorporate macro-economic analysis and asset-class insights into bespoke reports and presentations.
• Support a variety of projects including investment thought leadership, market commentaries, and investor conferences.

Skills

Public speaking

Data analysis

Python/R coding

Education

CFA or advanced degree in Finance/Business

Series 7 & 63

Tools

Morningstar Direct

Microsoft Excel

PowerPoint

FactSet

Bloomberg

MSCI Barra

Job description

Job Title: Portfolio Strategist

Corporate Title: Associate

Department: Global Multi Asst NIMA

Location: New York, NY

The pay range for this position at commencement of employment is expected to be between $120.000 and $150.000 per year* (see below footnote for additional compensation and benefits information).

Company Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from, and within Asia. For further information about Nomura, visit www.nomura.com Aon’s Benefit Index®, Nomura’s benefits rank #1 amongst our competitors

Division Overview: NAM International

NAM International brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.

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

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