Senior Analyst, Investment Strategy Group

Choreo; Charlotte (NC); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Bonus plan

Medical, dental, and vision plans

Basic life and disability coverage

401(k) matching

Financial support for designations and

Technical, leadership, sales training

Unlimited, discretionary time off

Paid parental leave

Job summary

Choreo in Charlotte, NC is seeking an Investment Strategy Group Analyst to support the firm’s investment outlook, portfolio strategy, and macroeconomic insights. You will work with senior investment professionals and advisors on client-facing and internal initiatives, researching markets, assets, and policy developments to inform strategy.

The role requires a Bachelor’s in Finance/Economics/Statistics, 5–10 years of relevant experience, and strong quantitative and communication skills.

Qualifications

• Bachelor's degree in Finance, Economics, Statistics or related field.
• 5–10 years of relevant experience in investment research, strategy, asset management, or financial services.
• Strong understanding of capital markets, asset classes, and macroeconomic concepts.
• Exceptional analytical, quantitative, and problem-solving skills.
• Proficiency with Microsoft Excel and PowerPoint; exposure to YCharts is a plus.
• Ability to efficiently analyze data, augmented with AI tooling.
• Strong written and verbal communication skills for broad audiences.
• Demonstrated ability to work independently and in a fast-paced team environment.

Responsibilities

• Research macroeconomic data, financial markets, and asset class performance to support investment strategy decisions.
• Monitor market trends, policy developments, and geopolitical events to assess investment impacts.
• Manage due diligence records for funds and managers.
• Support development and maintenance of strategic asset allocation models.
• Prepare investment proposals for clients and prospects, and assist with calls.

Skills

Macroeconomic analysis

Quantitative skills

Communication skills

Independence & teamwork

Excel & PowerPoint

Education

Bachelor’s degree in Finance, Economics, Statistics

Tools

YCharts

Job description

Charlotte, NC

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

OPENING SUMMARY

Choreo is seeking a detail-oriented, analytical, and intellectually curious individual to join our Investment Strategy Group as an Analyst. Reporting to the Chief Investment Officer, this role will support the development and communication of the firm’s investment outlook, portfolio strategy, asset allocation guidance, and macroeconomic insights. The Analyst will work closely with senior investment professionals and advisors and contribute to both client-facing and internal investment initiatives.

Primary Responsibilities:

Research & Analysis:

• Research macroeconomic data, financial markets, and asset class performance to support investment strategy decisions in both public and private markets.
• Monitor market trends, policy developments, and geopolitical events to assess potential investment impacts.
• Manage due diligence recordkeeping for the firm’s approved list funds and managers.
• Support the development and maintenance of strategic asset allocation models for client portfolios.
• Prepare investment proposals for clients and prospects and support calls on an as needed basis.

Reporting & Communication:

• Prepare market commentaries, investment strategy notes, and research presentations for internal and external audiences.
• Maintain and update charts.
• Participate in client and prospect calls as needed as the investment team representative.
• Manage the Investment Strategy Group’s internal shared email box, triaging questions from advisors.

Basic Qualifications:

• Bachelor’s degree in Finance, Economics, Statistics, or a related field; CFA designation or progress towards a CFA designation is preferred.
• 5-10 years of relevant experience in investment research, strategy, asset management, or financial services.
• Strong understanding of capital markets, asset classes, and macroeconomic concepts.
• Exceptional analytical, quantitative, and problem-solving skills.
• Proficiency with Microsoft Excel and PowerPoint required; exposure to YCharts is a nice to have
• Ability to efficiently incorporate and analyze data, augmented with a robust AI background.
• Strong written and verbal communication skills, with the ability to distill complex topics for a broad audience.
• Demonstrated ability to work independently and in a team-oriented, fast-paced environment.

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:

• Competitive salary and bonus plan
• Competitive medical, dental, and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical, leadership, sales training opportunities
• Unlimited, discretionary time off
• Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.