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

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8 open positions

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Senior Investment Strategist

1 month ago

United States

Full-time

Senior

Account Manager

Sales and Business Development

Apply Now

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 8

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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