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Scope of Responsibilities:
- Report directly to and work closely with the CIO on Investment Strategy, Asset Allocation and Asset Management.
- Initiate and maintain sector, regional and thematic strategy coverage.
- Assist the CIO in all macro-economic analysis, financial market analysis, and Strategic and Tactical Asset Allocation decisions.
- Maintain and develop models and presentations as necessary for market and strategy analysis.
- Write regular market and strategy reports for both internal and external client base.
Qualifications:
- Advanced Microsoft Office capabilities, especially Excel (VBA), PowerPoint, and Word.
- Experience with Bloomberg and integration with Excel.
- Python programming experience preferred.
- Strong attention to detail.
- Ability to work as part of the team in completing the day-to-day responsibilities.
- Ability to think and work independently when researching new investment ideas, valuation theories, and modelling techniques.
- Strong writing skills as writing strategy research reports is a key part of the job.
Experience:
- 2-3 years minimum experience in asset management, equity research, fixed income research, or investment strategy.
- Experience outside of finance from strategy or management consulting will be considered.
Education:
- Bachelor’s degree in finance, economics, sciences, or engineering preferred.
- MBA or master’s degree in a relevant subject a plus.
Language:
- English fluency with strong writing abilities.
- Spanish or Portuguese a plus.
Equal Opportunity/Affirmative Action Employer, M/F/V/D
Search for this job, NO EMPLOYMENT AGENCIES, HEAD HUNTERS, EXECUTIVE SEARCH FIRMS OR REPRESENTATIVE CALLS PLEASE.
