Partner with investment strategists to present written evaluation and charts including client approved publications
Produce stock market commentary, market and economic reports for investment professionals and their clients
Support the Investment Strategists in performing economic and market evaluation
Contribute to the development of updated commentary for Market Charts
Support the delivery of thematic-based research

4+ years of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Ability to convey complex market and economic concepts in an easy to digest format
Detail-oriented with the ability to review pre-publication materials for accuracy and clarity of message
Experience writing, copy-editing and production of investment research
Experience in preparation, delivery and execution of strategy concepts, proposals and feedback
Experienced in chart creation and data visualization
Knowledge and understanding of Investment tools such as Bloomberg, Morningstar or FactSet applications
Intermediate Microsoft Excel skills with experience in charting, data analysis, and data visualization
CFA or demonstrated progress towards CFA
A BS/BA degree or higher in business, finance, statistics or economics
Ability to work effectively, as well as independently, in a team environment
Excellent verbal, written, and interpersonal communication skills.

Senior Wealth Investment Solutions Analyst – Global Asset Allocation

Key skills