обновлено 13 дней назад
Associate Investment Strategist (Equity Product Specialist)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Associate Investment Strategist (Equity Product Specialist) (Asset Management/Equity Products): Analyzing broad equity markets and strategy-specific data to create portfolio performance commentary, charts, and communications for investment products with an accent on equity research, ETF and capital markets knowledge, and accurate performance reporting. Focus on explaining complex investment concepts, supporting clients and sales teams as a subject matter expert, and improving product offerings through feedback from account managers.
Location: Austin, United States
Company
provides specialized investment knowledge, research, education, and analysis to clients through investment solutions and product-focused communications.
What you will do
- Process and interpret data to create portfolio performance commentary and charts for equity investment products.
- Develop internal and external communications about investment philosophy, investment approach, and products.
- Serve as a subject matter expert for clients, prospects, and the sales organization by providing education, updates, and fund information.
- Perform quality control to ensure the consistency and accuracy of performance and fund characteristic data.
- Prepare and deliver presentations that explain complex investment concepts to consultants, clients, and prospects.
- Collaborate with account managers to gather feedback and recommend improvements to investment offerings.
Requirements
- Bachelor’s degree required.
- 4–7 years of experience in a related role.
- Strong understanding of asset management, ETFs, and capital markets.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to resolve problems, exercise independent judgment, self-teach new skills, and respond to feedback.
- This role is not eligible for immigration sponsorship.
Nice to have
- MBA and/or CFA.
Culture & Benefits
- Comprehensive benefits supporting employees, families, and careers.
- Educational initiatives and professional development programs.
- Special celebrations focused on company history, culture, and growth.
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