Senior Wealth Investment Solutions Analyst - Global Asset Allocation

• Partner with investment strategists to present written evaluation and charts including client approved publications
• Produce stock market commentary, market and economic reports for investment professionals and their clients
• Support the Investment Strategists in performing economic and market evaluation
• Contribute to the development of updated commentary for Market Charts
• Support the delivery of thematic-based research

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

• Ability to convey complex market and economic concepts in an easy to digest format
• Detail-oriented with the ability to review pre-publication materials for accuracy and clarity of message
• Experience writing, copy-editing and production of investment research
• Experience in preparation, delivery and execution of strategy concepts, proposals and feedback
• Experienced in chart creation and data visualization
• Knowledge and understanding of Investment tools such as Bloomberg, Morningstar or FactSet applications
• Intermediate Microsoft Excel skills with experience in charting, data analysis, and data visualization
• CFA or demonstrated progress towards CFA
• A BS/BA degree or higher in business, finance, statistics or economics
• Ability to work effectively, as well as independently, in a team environment
• Excellent verbal, written, and interpersonal communication skills