Investment Strategy Analyst

Position Summary The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. T his position will primarily provide portfolio and investment analysis support.

The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines . Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Responsibilities

Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.

Qualifications

S. Accounting, Economics, Engineering, Finance, or Math Interest in pursuing CFA Charter (or comparable certifying exam) preferred Knowledge, Skills, and Abilities Proficient in Microsoft Office applications; excellent Excel skills Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio Bloomberg and/or Morningstar Direct experience preferred Excellent quantitative and analytical skills Ability to communicate complicated financial topics clearly and simply Ability to manage multiple priorities and meet deadlines Committed to superb client service Professional attitude and demeanor This position is an Exempt position.

Base Pay Range

for this role is expected to be between $90,000 - $100,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Compensation

package for employees.

Benefits

package. #LI-CB1 Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future.

With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. com or follow the company on LinkedIn .