Associate Investment Strategist (Asset Management)

TL;DR

Associate Investment Strategist (Asset Management): Developing portfolio performance commentary and providing specialized investment knowledge for equity products with an accent on data analysis and client education. Focus on interpreting market data, creating informative content, and serving as a subject matter expert for investment funds.

Location: Austin, USA. This role is not eligible for immigration sponsorship.

Company

A specialized investment firm providing thought leadership and analysis to clients through tailored investment solutions.

What you will do

• Process and interpret data to create portfolio performance commentary and charts for investment products.
• Develop internal and external communications regarding investment philosophy and products.
• Serve as a Subject Matter Expert for clients, prospects, and the sales organization.
• Ensure consistency and accuracy of performance data used internally and externally.
• Prepare and deliver presentations that simplify complex investment concepts.
• Collaborate with account managers to recommend improvements to product offerings.

Requirements

• Bachelor’s degree (MBA and/or CFA are a plus).
• 4-7 years of experience in asset management, ETFs, and capital markets.
• Excellent interpersonal, verbal, and written communication skills.
• Ability to resolve problems effectively and exercise independent judgement.
• Must be authorized to work in the US without sponsorship.

Culture & Benefits

• Comprehensive benefits package.
• Educational initiatives.
• Access to company history, culture, and growth celebrations.
• Equal opportunity employment environment.