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Senior Investment Strategist

2 months, 1 week ago
United States
Full-time
Senior
Account Manager
Sales and Business Development
Apply Now
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
View All Jobs 13

Description

  • Build relationships with advisors and support them with investment strategy and proposal development.
  • Serve as a subject matter expert in meetings with clients and advisors and provide commentary on current market trends.
  • Collaborate with Manager Research, Proprietary Strategies, and Marketing to create and maintain educational content on Focus investment strategies.
  • Act as a deeper educational resource across multiple investment strategy areas.
  • Present investment strategy topics at firm and industry events.
  • Execute special projects as needed.
  • Engage directly with clients and prospects to discuss portfolio positioning and market conditions.
  • Create clear collateral that explains the value of Focus’s investment offering and helps advisors apply it in client portfolios.

Requirements

  • Bachelor’s degree in Accounting, Economics, Engineering, Finance, Math, or a related field.
  • 7+ years of work experience in investment-related, communications, or technical roles.
  • Ability to work collaboratively across disciplines and function effectively as a team player.
  • Ability to build trust and respect with colleagues, clients, and advisors.
  • Ability to thrive in a fast-paced environment while balancing multiple demands with strong attention to detail.
  • Comprehensive understanding of public and private markets, portfolio design, complex investment vehicles, and investment models.
  • Demonstrated professionalism, integrity, high ethical standards, and confidentiality.
  • Ability to interface effectively with advisors, clients, and prospects in both group and one-on-one settings.
  • Ability to provide succinct, value-added recommendations, use sound judgment, and make decisions with incomplete information.
  • Ability to take initiative and work independently.
  • Excellent verbal and written communication skills, especially for conveying technical investment approaches.
  • Knowledge of global investment market conditions and trends.
  • Ability to speak to groups in person or via electronic media.

Benefits

  • Annualized base salary range of $140,000 to $160,000 per year.
  • Eligibility for an annual cash bonus.
  • Comprehensive benefits package.

Interested in this position?

Apply directly on the company website

Apply Now

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