Strategic Investment Analytics Associate

LE0123 Focus Partners Wealth LLC; Clayton (MO); On-site; USD 80,000 - 86,000; Full time

Job summary

Focus Partners Wealth LLC seeks an Investment Strategy Associate to educate stakeholders on investment philosophy and market insights. You will deliver analytical support to the advisory community, focusing on portfolio design, fund selection, and investment policy statements.

You will leverage Excel, Bloomberg, and Morningstar to back client meetings and collaborate across business lines, contributing to high-level analytics and timely project delivery.

Qualifications

• 3+ years of work experience in an investment-related position.
• Proficient in Microsoft Office applications; excellent Excel skills.
• Ability to calculate and interpret investment statistics (annualized return, std dev, Sharpe).
• Bloomberg and/or Morningstar Direct experience preferred.

Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection.
• Use Excel, Bloomberg, Morningstar and internal tools to perform analyses for client meetings.
• Support advisors crafting an investment policy statement for clients.
• Maintain investment strategy collateral and analytics tools.
• Serve as a technical resource for portfolio analysis tools and databases.
• Support data collection and independent research for advisory leaders.

Skills

Excellent quantitative and analytical

Communication skills

Multi-tasking

Excel proficiency

Education

B.S. Accounting, Economics, Engineering, Finance, or Math

Tools

Bloomberg

Morningstar Direct

Excel

Job description

Focus Partners Wealth LLC seeks an Investment Strategy Associate to educate stakeholders on investment philosophy and market insights. You will deliver analytical support to the advisory community, focusing on portfolio design, fund selection, and investment policy statements.

You will leverage Excel, Bloomberg, and Morningstar to back client meetings and collaborate across business lines, contributing to high-level analytics and timely project delivery.