Senior Portfolio Strategist - Multi-Asset & Client Advisory

Nomura Holdings, Inc.; New York (NY); Sur place; USD 120 000 - 150 000; Plein temps

Résumé du poste

Nomura Holdings, Inc. in New York seeks a Portfolio Strategist to join the Global Multi Asset team.

You will deliver portfolio construction insights and rigorous quantitative analyses to advisory clients, partnering with US Wealth wholesalers to tailor reviews to each advisor’s needs. The role requires 5+ years in portfolio management or related client-facing roles, CFA or advanced degree preferred, and strong skills in Morningstar Direct, Excel and PowerPoint; knowledge of R or Python is a

Qualifications

• 5+ years of relevant experience in multi-asset portfolio roles.
• CFA or advanced finance degree with Series 7/63 preferred.
• Excellent public speaking to present complex insights clearly.
• Proficient use of Morningstar Direct, Excel and PowerPoint; knowledge of FactSet/Bloomberg is a plus.
• Ability to work with large data sets; coding in R or Python is a plus.

Responsabilités

• Deliver portfolio construction insights and quantitative analyses to clients.
• Partner with US Wealth wholesalers for tailored advisor reviews.
• Contribute to market commentary and investor materials.

Connaissances

Portfolio Management

Client Portfolio Management

Investment Specialist

Portfolio Consulting

Portfolio Strategy

Public speaking

Data analysis

Formation

CFA or advanced degree in Business/Finance (preferred)

Series 7 & 63 (preferred)

Outils

Morningstar Direct

Microsoft Excel

PowerPoint

FactSet

Bloomberg

MSCI Barra

R or Python

Description du poste

Nomura Holdings, Inc. in New York seeks a Portfolio Strategist to join the Global Multi Asset team.

You will deliver portfolio construction insights and rigorous quantitative analyses to advisory clients, partnering with US Wealth wholesalers to tailor reviews to each advisor’s needs. The role requires 5+ years in portfolio management or related client-facing roles, CFA or advanced degree preferred, and strong skills in Morningstar Direct, Excel and PowerPoint; knowledge of R or Python is a