Investment Strategist (Advisory) - North America Market

Jersey, NJOnsiteFull TimePosted 2 months ago

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Required skills

U.S. equities
options
futures
derivatives
investment themes
strategic asset allocation
trade execution
market commentary
client educational materials
product matrix

Nice to have

cryptocurrency investments
Chinese speaking

Role summary

Seeking an Investment Strategist for the North America Market to conduct in-depth investment research and create client-facing content on U.S. equities, options, and futures. The role involves providing bespoke advisory to High-Net-Worth clients, including developing investment themes, strategic asset allocation, and trade execution support. Responsibilities also include drafting market commentary, educational materials, and contributing to the product matrix by curating financial solutions. Client segmentation analysis and developing customized service models are key. Requires a degree in a finance-related field, 3+ years of experience in HNW client service or investment strategy, and FINRA licenses.

Responsibilities:

Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives.
Deliver bespoke investment advisory to High-Net-Worth (HNW) clients. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
Draft thematic market commentary and client educational materials for U.S. and Canada markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs).
Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers.

Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.

Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.

At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.

Strong communication and coordination skills, with a strong sense of teamwork.

Language skills: Native in English, Chinese speaking is highly preferred.

License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)

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Investment Strategist (Advisory) - North America Market

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Required skills

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