Investment Strategist - augmentjobs
Los Angeles, CA
About the Job
Job Title: Investment Strategist
Job Description: We are seeking a highly skilled Investment Strategist to join our team and lead our investment strategy development and implementation. The Investment Strategist will play a pivotal role in analyzing market trends, assessing investment opportunities, and optimizing portfolio performance. This role requires a strong understanding of financial markets, investment principles, and strategic asset allocation.
Roles and Responsibilities:
- Conduct in-depth research and analysis of global financial markets, economic trends, and geopolitical factors to formulate investment strategies.
- Develop and implement investment strategies aligned with client objectives, risk tolerance, and market conditions.
- Evaluate asset classes, including equities, fixed income, alternative investments, and derivatives, to identify opportunities for portfolio diversification and risk management.
- Monitor and analyze investment performance, assessing portfolio metrics, benchmarks, and attribution analysis.
- Collaborate with portfolio managers, research analysts, and investment committees to generate investment ideas and recommendations.
- Prepare and present investment proposals, reports, and presentations to clients, stakeholders, and senior management.
- Stay informed about regulatory changes, market developments, and industry best practices affecting investment strategies.
- Provide investment advisory services to clients, including portfolio analysis, asset allocation recommendations, and risk management strategies.
- Conduct client meetings, respond to inquiries, and provide timely updates on investment performance and market outlook.
- Maintain relationships with external investment managers, brokers, and industry experts to stay informed about market opportunities and trends.
Skills Required:
- Bachelor's degree in Finance, Economics, Business Administration, or related field (Master's degree, CFA, or similar certifications preferred).
- Proven experience as an Investment Strategist, Portfolio Manager, or similar role with a minimum of 5 years in investment management.
- Strong analytical skills and proficiency in financial modeling, quantitative analysis, and risk assessment techniques.
- Deep understanding of asset allocation strategies, investment products, and financial instruments.
- Excellent communication and presentation skills, with the ability to articulate complex investment concepts to diverse audiences.
- Strategic thinker with the ability to develop innovative investment strategies and adapt to changing market conditions.
- Ability to work collaboratively in a team environment, leveraging insights and expertise from cross-functional teams.
- Knowledge of regulatory requirements and compliance standards relevant to investment management.
- Proficiency in investment research tools, portfolio management software, and Microsoft Office Suite (Excel, PowerPoint, Word).
Compensation:
- The salary for this position will be competitive and commensurate with experience and qualifications.
- Comprehensive benefits package including health insurance, retirement plans, and performance-based incentives.
- Opportunities for professional development and career advancement within the organization.
Source : augmentjobs