Investment Strategist

Job Description

How Will Your Role Impact First Command?

As a member of the Investment Management Team (IMT), the Investment Strategist is primarily responsible for the macro investment research efforts, including thought leadership and thematic investment trend studies, applicable to First Command's roughly $20 billion Asset Management Solutions (AMS) program. The candidate will be expected to follow and analyze broad market trends to proactively recommend tactical adjustments for AMS strategies.

What Will You Be Doing?

• Stay current: maintain a high awareness of current economic and market events
• Research: use individual analysis (with available tools such as MorningStar, Bloomberg, and FactSet) along with a broad slate of research provided by First Command's third-party research subscription providers to identify timely investment opportunities. Tactical considerations will include, but are not limited to, asset class, factor, and sector level recommendations within our mutual fund and ETF model portfolios
• Collaborate: work with other IMT members, including due diligence and risk analysts, to balance tradeoffs as it relates to trade benefits and costs, and to identify appropriate investment vehicles
• Document and Discuss: thoroughly document and present asset allocation opportunities based on various potential outcomes to the Director of Investments and Portfolio Manager
• Present: Once actionable themes and ideas are consensus within the team, the candidate must be able to lead and present recommendations to parties including the Chief Investment Officer and advisors (the latter mostly in a virtual setting on regularly scheduled investment update calls). The candidate will also work with the Investment Advisory Consultant to draft periodic investment pieces for the advisor force to use with clients
• Travel: Travel will be fairly minimal, but should be expected to attend research and strategy conferences as necessary

What Skills/Qualifications Do You Need?

Education

• 4-year bachelor's degree required, emphasis on finance preferred
• MBA or equivalent preferred

Work Experience

• At least 5 years in a role related to formulating and leading asset allocation strategy, such as portfolio management or a research role related to asset allocation

Certifications

• CFA designation or recent and ongoing progress towards its achievement is required
• Candidate will be expected to become FINRA Series 7 and 66 licensed within 180 days of hire

Knowledge, Skills and Abilities

• Self-motivated, result-oriented, and able to accomplish duties and meet goals with minimal supervision
• Highly competent with Microsoft Office products, particularly in PowerPoint
• Familiarity with Morningstar Direct, Bloomberg, or FactSet is a plus
• Ability to communicate effectively, both orally and in written form

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