Global Investment Strategy Associate

• Participate in performing economic and market evaluation to support the formulation of asset allocation guidance under the guidance of senior analysts
• Track model portfolio performance and contribute to a variety of reports for both internal and external audiences
• Develop charts and support portfolio optimization and other quantitative analysis
• Prepare and present team analysis and recommendations to various audiences
• Examine, research, and complete statistical evaluation on economic and investment trends using quantitative analysis
• Support, develop, and recommend strategies
• Partner with investment strategists in the preparation and presentation of written evaluation and charts including client approved publications

6+ months of Wealth Investment Solutions experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Bachelor’s degree or higher in Business, Finance, Economics, or a related field
• Strong analytical skills, with the ability to synthesize complex findings into clear, executive‑level communications
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively both independently and in a collaborative team environment
• Intermediate Microsoft Excel skills
• Knowledge and understanding of investment research, including portfolio analysis and/or quantitative finance
• Experience using investment research platforms, such as Bloomberg, Morningstar, or FactSet
• Experience with data analysis and visualization tools, including R, Python, and Tableau
• Knowledge of digital currencies and related financial markets
• CFA