Job Description

Position: Investment StrategistResponsibilities:Analyze financial markets, macroeconomic trends, and global investment opportunities to formulate strategic investment outlooks.Provide comprehensive asset class insights across fixed income, equities, and alternative investments.Construct, monitor, and adjust model portfolios using dynamic asset allocation strategies to enhance risk-adjusted returns.Conduct due diligence and in-depth analysis on mutual funds, ETFs, and other investment vehicles.Present well-supported investment recommendations to Investment Committees, Relationship Managers, and clients, ensuring alignment with their financial objectives.Qualifications:Bachelor’s degree in Finance, Economics, or a related discipline.CFA charterholder or candidate (Level I or higher).Solid understanding of capital markets, economic indicators, and a broad spectrum of investment products.Hands-on experience in portfolio construction, asset allocation, and investment risk analysis.Strong analytical skills, particularly in evaluating fund performance, cost structures, and risk-return profiles.Excellent communication and presentation skills with the ability to convey complex financial concepts to diverse stakeholders.Familiarity with mutual funds, ETFs, and alternative investment strategies.Demonstrated research skills and keen market awareness.Prior experience in fund selection, investment research, or asset management is highly desirable.

Job Application Tips

  • Tailor your resume to highlight relevant experience for this position
  • Write a compelling cover letter that addresses the specific requirements
  • Research the company culture and values before applying
  • Prepare examples of your work that demonstrate your skills
  • Follow up on your application after a reasonable time period