Strategy Analyst

This position provides support to the Investment Strategy Group.

Essential Job Functions[1]:

1. Support development and implementation of investment models, research and statistics for evaluating fund performance and fund usage.
2. Develop and maintain periodic collateral.
3. Conduct and support research and analytics related projects as needed.  These include but are not limited to:
   1. Investment performance of the product shelf.
   2. Use of products in investment strategy.
   3. Tactical marketing themes/sales ideas.
   4. Communicate with portfolio team on aspect of fund performance.
4. Assist with research projects; topics include financial market return and liquidity analysis, fund performance analysis, risk measurement, strategy testing and portfolio construction issues. .
5. Assist in research, catalog and track academic and practitioner articles of interest to the Investment Strategy Group.
6. Conduct analytics on Product Development concepts.
7. Effectively communicate with the sales team, with an ultimate goal of direct client/prospect interaction.

Education and Experience:

1. BA/BS required. CFA or CAIA (or progress towards) strongly preferred. MBA optional.
2. 3-5 years experience in financial services.
3. Interest and experience in empirical analysis and statistical techniques applied to financial markets or investment products. 
4. Expertise in analysis of time series data in Excel or other statistical software, Powerpoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process.
5. Solid understanding of the equity markets.
6. Strong macro-economic perspective.
7. Alternative product management / research experience a plus.

Knowledge, Skills and Abilities:

• Analysis: basic familiarity with portfolio management, financial markets, returns and risk measurement; work process must be efficient and appropriate to task complexity and importance; exploits all available information / sources / resources in context of work assignment; demonstrates ability to extract significant conclusions from analysis
• Communication: ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences
• Creation of Deliverables: demonstrates full proficiency in Word, Excel, and PowerPoint; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness
• Attention to Detail: strong focus on details and ability to complete projects according to a defined process
• Individual Attributes: exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discrete

[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.