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JobTitle

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Job Title

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Investment Strategist

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JobCode

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Job Code

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7069

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JobCategoryName

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Job Category

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Investment Operations

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JobTypeName

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Job Type

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Permanent

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JobLocationName

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Job Location

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Boston - MA

File /var/www/html/commerce.dreamingcode.com/plugins/content-inline/plugin_joblistings.class.php
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PublishOnDate

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Date Posted

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

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ExpireOnDate

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Expires On

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Apr 30 2023 12:00:00:000AM

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Responsibilities

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Responsibilities

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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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Qualifications

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Qualifications

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Bachelor's Degree
 
Advanced 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 preferred
 
Excellent understanding of capital markets and portfolio construction
 
Strong investment knowledge and interpersonal skills
 
Effective writing and editing skills
 
Positive demeanor
 
Ability to handle competing priorities
 
Investment analysis software experience preferred (Morningstar, FactSet, Bloomberg, etc)
 
May have travel 25% of the year

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RequiredYearsOfExperience

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Required Years of Experience

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10

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AdditionalInfo

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Additional Info

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For more information, contact Lynn 
lynn@fanning-boston.com