Investment Strategist

We are seeking an Investment Strategist to support senior strategists and the Private Wealth organization through rigorous analysis, portfolio insights, and client-ready deliverables. The role requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly to internal and external audiences.

Requirements

• Support Wealth Advisors in the construction of customized multi-asset portfolio solutions
• Evaluate and synthesize client specific information to inform actionable portfolio implications
• Frequent presentations to client/prospect groups
• Analyze and manipulate data to create compelling client-facing and internal content
• Support team with ad-hoc projects and requests

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Discretionary bonus