Job Title:
Investment Strategist
Job Code:
Job Category:
Investment Operations
Job Type:
Job Location:
Boston - MA
Date Posted:
Mar 14 2023
Expires On:
Apr 30 2023
  • 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.).
  • 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
Required Years of Experience:
Additional Info:
For more information, contact Lynn
Salary Range:


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