Investment Strategy Specialist
$95,000–$110,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Translate macroeconomic research, market insights, and investment themes into practical portfolio positioning recommendations for advisors and clients. Assist in developing thematic and tactical asset allocation views across traditional and alternative asset classes by evaluating investment strategies, managers, mutual funds, and ETFs to support portfolio implementation decisions. Develop presentations, reports, and investment materials that communicate market views and recommendations in a clear, logical, and actionable manner while supporting advisor and client engagement. Provide support for recurring CIO Office deliverables, including monthly reports, firmwide presentations, and strategic projects for senior investment leadership, alongside investment marketing, compliance-related documentation, and general operations.
Required Qualifications
- 3-5 years of experience in investment management, wealth management, family offices, capital markets, or a related field
- Strong understanding of capital markets, asset allocation, investment vehicles, and portfolio construction concepts
- Demonstrated interest in macroeconomics, investment strategy, financial markets, and portfolio implementation
- Ability to synthesize research, data, and market commentary into practical investment conclusions and recommendations
- Experience preparing presentations, investment materials, reports, or advisor/client-facing content
- BS/BA degree required
- Series 7/63 preferred or willingness to obtain
- Strong critical thinking and analytical skills, with the ability to connect research, portfolio construction, and client outcomes into one cohesive investment narrative
- Excellent communication and presentation skills, including the ability to explain complex investment concepts clearly and intuitively
- Intellectual curiosity and a strong interest in macroeconomics, financial markets, asset allocation, and portfolio implementation
- Ability to think independently, problem solve and contribute ideas across a broad and evolving set of priorities
- Comfortable working in an entrepreneurial environment where responsibilities are fluid and may evolve based on business needs
- Self-starter who is ambitious, driven, moldable, and eager to learn from senior investment professionals
- Advanced Excel and PowerPoint skills
Desired Qualifications
- progress toward CFA designation is a plus
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