Investment Strategist

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Mar 14 2023 12:00:00:000AM

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Act as in-house investment specialist conducting research and providing information regarding product positioning, market perspective, historical performance, attribution, competitive landscape, etc.Prepare investment reports such as performance reporting, competitive analysis, benchmarking, and MPT statistics.Provide support to field sales including attending client meetings and participating in calls with clients.Design and deliver product training to internal departments. Sample training topics include product attributes, positioning, differentiation, portfolio updates, and market context.Collaborate with various groups (portfolio managers, Sales, Marketing, Legal, etc.) to build and maintain consistent product messaging and positioning.Coordinate with internal/external partners (Fund/Product Operations, Legal/Compliance, etc.) on initial product development and ongoing modifications.Create and deliver value-added investment programs where appropriate (seminars, white papers, etc.).

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:Bachelor's DegreeAdvanced degree or CFA preferred (or progress towards designation)10+ years of financial services experience with a minimum of 2 years of product related experience.Prior experience/depth with macroeconomics and global markets preferredExcellent understanding of capital markets and portfolio constructionStrong investment knowledge and interpersonal skillsEffective writing and editing skillsPositive demeanorAbility to handle competing prioritiesInvestment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc)May have travel 25% of the year

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File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.phpLine 1171Field Value:For more information, contact Lynn lynn@fanning-boston.com

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