Investment Strategy Associate

Investment Strategy Associate St. Louis 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. This 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. Primary 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. Provide support for advisors crafting an investment policy statement for a client Help update and maintain investment strategy collateral Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases Support Focus Partners' thought leaders through data collection and independent research Utilize investment strategy tool sets to support advisors, including proprietary software and data sources Demonstrate an understanding of our investment strategies, policies, and procedures Qualifications 1+ Years of work experience in an investment-related position Education/Training B.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 skillsAbility 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 a non-exempt position. The annualized base pay range for this role is expected to be between $68,000 - $70,000/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. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #J-18808-Ljbffr Focus Financial Partners