Consultatively collaborate with sales teams and senior investment strategists to design and deliver portfolio analyses.
Create proposals and provide expert insights to sales in support of advisor needs.
Drive broader team awareness of trends in the financial intermediary industry.
Own and drive initiatives to enhance portfolio analytics tools and technology.
Support the creation of content for sales teams.
Serve as a department expert on data systems and analytical tools.
Support training and development of junior analysts and sales partners.

Five years experience in the Financial Services industry or client services preferred.
Undergraduate degree or equivalent combination of training and experience.
Graduate degree preferred.
CFA or CFP preferred.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC).

Investment Analytics Strategist

Key skills