We are seeking an Assistant Vice President, Investment Strategist to communicate investment perspectives and support portfolio strategy. This role involves macroeconomic research, market insights, and stakeholder engagement.
Responsibilities
Develop and execute engagement strategies to communicate the firm’s investment views across asset classes including equities, fixed income, currencies, and alternatives. Communicate to both internal constituents as well as represent the firm’s investment team in select client facing situations and events. Analyze global economic trends, monetary policy, geopolitics, and market cycles, to identify key market themes, risks, and portfolio implications. Partner closely with portfolio managers and investment teams to curate key investment perspectives. Distill research and perspectives from analysts, portfolio managers, and external research providers into clear, concise, and relevant communication for internal stakeholders and Wealth Advisors. Participate in Investment Committee and asset allocation meetings focused on macroeconomic developments, investment strategy, and portfolio implementation. Conduct macroeconomic and market research projects, including sourcing and analyzing data, identifying trends and relationships, and presenting findings. Prepare and deliver materials for weekly Asset Allocation meetings, including documenting market themes, asset mix exposures, and portfolio risks. Create and maintain macroeconomic and market charts and dashboards utilized across the organization. Develop recurring and ad hoc investment communications and presentations for internal stakeholders, client meetings, and prospective client discussions. Analyze portfolio exposures and risks including duration, yield curve positioning, credit exposures, sector allocations, and other portfolio-level characteristics. Support the creation of quarterly outlooks and other strategic investment publications through data analysis, chart creation, and written commentary. Influence and support internal stakeholders and Wealth Advisors through strong investment communication and thought leadership.
Requirements
10+ years of experience in investment strategy, macroeconomic research, asset allocation, portfolio analytics, or a related investment function. Deep understanding of macroeconomics, financial markets, and multi-asset portfolio construction. Strong analytical, critical thinking, and problem-solving capabilities. Excellent written and verbal communication skills with the ability to translate complex investment concepts into compelling narratives. Proven ability to collaborate and influence across teams and stakeholders without direct authority. Experience preparing investment presentations, market commentary, and strategic communications for internal and external audiences. High attention to detail with strong organizational and project management skills. Intellectual curiosity, sound judgement, and the ability to work effectively in a collaborative and fast paced environment. Undergraduate degree in Finance, Economics, Business, or a related discipline. CFA designation or progress toward completion is strongly preferred.
Benefits
Annual performance bonus, long-term incentive program, and profit sharing.
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