Senior Investment Strategist: Advisor Strategy Partner

Focus Financial Partners; Boston (MA); Hybrid; USD 140.000 - 160.000; Vollzeit

Zusammenfassung

Focus Financial Partners is seeking a Senior Investment Strategist to partner with advisors and clients, delivering confidence and clarity on investment philosophy, solutions, and market perspectives. You will maintain deep expertise in Focus’s platform to support personalized portfolios and create compelling collateral for advisors to articulate the value of Focus’s offering.

The role involves discussing portfolio positioning with clients, increasing confidence and driving growth.

Qualifikationen

• Bachelor's degree in Accounting, Economics, Engineering, Finance, Math, or related field.
• 7+ years of work experience in an investment-related, communications, or technical positions
• Ability to work effectively as a team player and collaboratively across disciplines
• Skilled at building trust and respect of colleagues and clients
• Excel in a fast-paced environment with high attention to detail
• Comprehensive understanding of public and private markets, portfolio design, complex investment vehicles, and investment models
• Excellent verbal and written communication skills, especially for conveying technical investment approaches
• Knowledge of global investment market conditions and trends
• Ability to speak to groups, in public or via electronic media

Aufgaben

• Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support
• Serve as investment strategy subject matter-expert in meetings with clients/advisors including commentary on market trends
• Work with Manager Research, Proprietary Strategies, and Marketing to create educational content on Focus investment strategies
• Serve as educational resource expert in multiple investment strategy areas
• Present Investment Strategy topics at firm and industry events
• Execute on special projects as needed

Kenntnisse

Investment strategy expertise

Communication skills

Team collaboration

Attention to detail

Knowledge of markets

Public speaking

Independent initiative

Ausbildung

Bachelor's Degree in Accounting, Economics, Engineering, Finance, Math, or related field

Jobbeschreibung

Focus Financial Partners is seeking a Senior Investment Strategist to partner with advisors and clients, delivering confidence and clarity on investment philosophy, solutions, and market perspectives. You will maintain deep expertise in Focus’s platform to support personalized portfolios and create compelling collateral for advisors to articulate the value of Focus’s offering.

The role involves discussing portfolio positioning with clients, increasing confidence and driving growth.