Salary
💰 $140,000 - $222,500 per year
About the role
- Generate thought-provoking, compelling, and timely investment content on sectors
- Utilize strong communications skills for frequent external and internal presentations
- Build and sustain strong working partnerships with governance, marketing, product and investment teams
- Lead and organize competitive intelligence for business leadership on sectors
- Leverage expertise and market views to lead input for sector marketing campaigns
Requirements
- Minimum 10 years of investment experience
- CFA or CAIA, and/or MBA required
- Current securities licenses (Series 7 and Series 63) required
- Clean compliance and U4 record required
- Knowledge of Bloomberg, R, Tableau, and FactSet
- Knowledge of risk modelling techniques
- Published author of a blog, white-paper, article, or other investment content
- Ability to formulate and articulate compelling, analytically-supported investment use cases
- Knowledge of equity markets, sectors, and dedicated portfolio construction topics
- Critical understanding of macroeconomics, financial theory and empirical research
- In-depth knowledge of ETFs and other investment vehicles
- Excellent communications skills to concisely deliver sophisticated topics both written and verbally
- Ability to work efficiently with and influence internal and external partners
- Generous medical care
- Insurance plans
- Savings plans
- Flexible Work Programs
- Development programs
- Educational support
- Paid volunteer days
- Matching gift programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment experiencerisk modelling techniquesequity marketsportfolio constructionmacroeconomicsfinancial theoryempirical researchETFsinvestment vehiclesinvestment content creation
Soft skills
strong communications skillsability to influence partnersability to articulate investment use casesleadershiporganizational skillspresentation skillsrelationship buildinganalytical thinkingcollaborationcritical thinking