Senior Investment Strategist

Placements24; Windsor Park (TN); Hybrid; USD 140,000 - 220,000; Full time

Benefits offered by this job

Remote work

Competitive compensation

Medical and retirement benefits

Paid time off

Job summary

Placements24 is seeking a Senior Investment Strategist to develop and articulate investment strategies across multiple asset classes. The role involves rigorous market research, data-driven decision-making, and collaboration with portfolio managers to align strategies with client objectives.

This position offers a fully remote work arrangement and the chance to influence investment thought leadership from anywhere.

Qualifications

• Master's degree in Finance, Economics, Mathematics, or related quantitative field.
• 7+ years of experience in investment strategy, portfolio management, or asset allocation.
• Strong understanding of global financial markets and asset classes.
• Proficient in financial modeling and data analysis tools.
• CFA designation is highly preferred.

Responsibilities

• Develop, refine, and communicate investment strategies across asset classes.
• Conduct macroeconomic and market research to identify investment themes.
• Analyze market data and geopolitical events to guide decisions.
• Collaborate with portfolio managers to align strategies with client objectives and risk parameters.
• Prepare investment outlooks, white papers, and client presentations.
• Engage with clients to articulate the firm's philosophy and positioning.
• Contribute to development of new products and solutions.
• Monitor industry best practices and provide thought leadership.

Job description

About the Role

Our client, a leading investment management firm with a strong presence in East London , is looking for a highly analytical and experienced Senior Investment Strategist to join their dynamic team. This role is responsible for developing and articulating investment strategies across various asset classes, conducting market research, and providing strategic guidance to portfolio managers and clients. The Senior Investment Strategist will play a key role in shaping the firm's investment philosophy and contributing to its continued success in the financial markets of the Eastern Cape .

Key Responsibilities

Develop, refine, and communicate investment strategies across multiple asset classes (equities, fixed income, alternatives). Conduct thorough macroeconomic and market research to identify investment themes and opportunities. Analyze market trends, economic data, and geopolitical events to inform strategic decisions. Collaborate with portfolio managers to ensure alignment of strategies with client objectives and risk parameters. Prepare investment outlook reports, white papers, and presentations for internal and external stakeholders. Engage with clients and prospects to articulate the firm's investment philosophy and strategic positioning. Contribute to the development of new investment products and solutions. Monitor the competitive landscape and industry best practices. Provide thought leadership on investment-related topics.

Requirements

Master's degree in Finance, Economics, Mathematics, or a related quantitative field. Minimum of 7 years of experience in investment strategy, portfolio management, or asset allocation. Deep understanding of global financial markets, various asset classes, and economic principles. Proven ability to conduct in-depth market research and formulate data-driven investment strategies. Excellent analytical, quantitative, and critical thinking skills. Strong written and verbal communication skills, with the ability to present complex ideas clearly and persuasively. Proficiency in financial modeling and data analysis tools. CFA designation is highly preferred.

Benefits

Our client offers a competitive compensation package, including a strong base salary and performance-based bonuses. Comprehensive medical and retirement benefits are provided, alongside generous paid time off. This role operates on a fully remote ('Yes') basis, offering exceptional flexibility and work-life balance. You will be part of an innovative and collaborative team, driving investment strategy for a leading firm, and making a significant impact from anywhere. Embrace the opportunity for professional growth and contribute to the financial success of clients and the firm.