7 Senior Investment Strategist jobs in whatjobs
Senior Investment Strategist
Posted 19 days ago
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Job Description
Key Responsibilities:
- Develop, articulate, and implement sophisticated investment strategies across global markets and diverse asset classes (equities, fixed income, alternatives, etc.).
- Conduct thorough macroeconomic research, market analysis, and competitive intelligence to inform investment decisions.
- Create and manage investment portfolios tailored to the specific needs and risk appetites of clients.
- Perform quantitative and qualitative analysis of securities and investment vehicles.
- Monitor portfolio performance, identify risks and opportunities, and recommend tactical adjustments.
- Collaborate with portfolio managers, research analysts, and client relationship teams to ensure strategy implementation and client satisfaction.
- Prepare insightful investment commentary, market outlook reports, and client presentations.
- Stay abreast of global financial market developments, regulatory changes, and industry trends.
- Contribute to the development of new investment products and solutions.
- Mentor junior members of the investment strategy team.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field. A CFA charter or progress towards one is highly desirable.
- Minimum of 8 years of experience in investment strategy, portfolio management, or a related analytical role within the financial services industry.
- Proven track record of developing successful investment strategies and managing portfolios with a strong performance history.
- Deep understanding of global financial markets, economic principles, and investment vehicles.
- Expertise in asset allocation, risk management, and portfolio construction techniques.
- Proficiency in financial modeling, data analysis tools, and investment research platforms.
- Exceptional written and verbal communication skills, with the ability to present complex financial information clearly and persuasively.
- Strong analytical and critical thinking abilities.
- Ability to work independently and collaboratively in a fully remote, fast-paced environment.
- Demonstrated ability to build strong relationships with internal stakeholders and clients.
Senior Investment Strategist
Posted 19 days ago
Job Viewed
Job Description
Senior Investment Strategist
Posted 14 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and implement advanced investment strategies across multiple asset classes.
- Conduct thorough market research, economic analysis, and competitor benchmarking.
- Identify and evaluate investment opportunities, performing due diligence and risk assessments.
- Construct, monitor, and rebalance investment portfolios to meet defined objectives.
- Prepare detailed performance reports and strategic recommendations for stakeholders.
- Collaborate effectively with cross-functional teams in a virtual environment.
- Stay current with financial market trends, regulatory changes, and best practices.
- Master's degree in Finance, Economics, or a related field (CFA designation highly preferred).
- Minimum of 7 years of progressive experience in investment management or portfolio strategy.
- Proven track record of successful investment strategy development and execution.
- Exceptional analytical, quantitative, and problem-solving skills.
- Proficiency in financial modeling, data analysis tools, and investment management software.
- Excellent communication, presentation, and interpersonal skills, with the ability to influence stakeholders.
- Experience working in a remote or distributed team environment.
Senior Investment Strategist
Posted 9 days ago
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Job Description
Key Responsibilities:
- Develop and implement comprehensive investment strategies across various asset classes, including equities, fixed income, and alternative investments.
- Conduct in-depth fundamental and quantitative analysis of securities and markets.
- Monitor global economic and geopolitical events and assess their potential impact on investment portfolios.
- Provide expert financial advice and portfolio recommendations to clients, tailored to their risk tolerance and financial goals.
- Collaborate with client relationship managers to understand client needs and ensure alignment with investment strategies.
- Prepare market commentaries, research reports, and presentations for internal teams and external clients.
- Manage client relationships and foster trust through transparent communication and consistent performance.
- Ensure compliance with regulatory requirements and internal investment policies.
- Continuously research and evaluate new investment opportunities and strategies.
- Mentor junior investment professionals and contribute to the team's intellectual capital.
Qualifications:
- Master's degree in Finance, Economics, Business Administration, or a related quantitative field.
- Professional certifications such as CFA (Chartered Financial Analyst) are highly desirable.
- Minimum of 7 years of experience in investment management, portfolio management, or financial analysis.
- Proven ability to develop and execute successful investment strategies in diverse market conditions.
- Strong understanding of financial modeling, valuation techniques, and risk management principles.
- Excellent analytical, research, and decision-making skills.
- Exceptional interpersonal and communication skills, with the ability to build rapport with clients and stakeholders.
- Proficiency in financial databases and analytical software (e.g., Bloomberg, Refinitiv).
- Demonstrated experience working effectively in a remote team environment.
Job Description
Key Responsibilities:
- Develop and implement comprehensive investment strategies across equities, fixed income, alternatives, and other asset classes.
- Conduct rigorous economic and market research to identify investment opportunities and risks.
- Formulate forward-looking views on macroeconomic trends and their impact on financial markets.
- Construct and manage model portfolios tailored to different risk appetites and investment objectives.
- Collaborate with portfolio managers and financial advisors to align strategies with client needs.
- Produce clear and concise investment commentary, research reports, and presentations for internal and external audiences.
- Monitor portfolio performance and make tactical adjustments as market conditions evolve.
- Stay abreast of regulatory changes and their implications for investment strategies.
- Mentor junior investment analysts and contribute to the team's intellectual capital.
- Utilize financial modeling and analytical tools to support strategic decision-making.
Qualifications:
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field. CFA designation is highly preferred.
- Minimum of 7 years of experience in investment management, portfolio strategy, or asset allocation.
- Proven track record of developing successful investment strategies and communicating them effectively.
- Deep understanding of global financial markets, economic drivers, and various asset classes.
- Strong analytical, quantitative, and critical thinking skills.
- Excellent written and verbal communication skills, with the ability to present complex ideas persuasively.
- Experience with financial modeling software and data analysis tools.
- Ability to work independently, manage multiple priorities, and thrive in a fast-paced remote environment.
- Strong understanding of risk management principles.
- Experience working with institutional or high-net-worth clients is a plus.
Job Description
Key Responsibilities:
- Develop, implement, and monitor comprehensive investment strategies aligned with client objectives and market conditions.
- Conduct thorough research and analysis of global financial markets, economic trends, and specific investment instruments (equities, fixed income, alternatives, etc.).
- Perform quantitative and qualitative analysis to identify attractive investment opportunities and assess associated risks.
- Construct and manage diversified investment portfolios, optimizing asset allocation to achieve target returns while managing risk.
- Prepare detailed investment reports, presentations, and recommendations for clients and internal stakeholders.
- Stay abreast of regulatory changes, industry best practices, and emerging financial technologies.
- Collaborate with relationship managers to understand client needs and provide tailored investment advice.
- Utilize advanced financial modeling and analytical tools to support investment decisions.
- Contribute to the firm's thought leadership through market commentary and research publications.
- Monitor portfolio performance, rebalancing as necessary and advising on strategic adjustments.
- Master's degree in Finance, Economics, or a related quantitative field. CFA designation strongly preferred.
- Minimum of 8 years of progressive experience in investment management, portfolio analysis, or financial strategy.
- Demonstrated success in developing and managing investment strategies for institutional or high-net-worth clients.
- Deep understanding of various asset classes, financial markets, and economic drivers.
- Expertise in financial modeling, valuation techniques, and risk management frameworks.
- Proficiency in financial software and analytical platforms (e.g., Bloomberg, FactSet, FactSet).
- Exceptional analytical, critical thinking, and problem-solving abilities.
- Strong written and verbal communication skills, with the ability to articulate complex financial concepts clearly and concisely.
- Proven ability to work independently and collaboratively in a remote team setting.
- Understanding of ethical standards and regulatory requirements in the financial industry.
Senior Investment Strategist
Posted 4 days ago
Job Viewed
Job Description
Responsibilities:
- Develop and refine top-down and bottom-up investment strategies across various asset classes, including equities, fixed income, alternatives, and currencies.
- Conduct in-depth macroeconomic research and market analysis to identify investment opportunities and risks.
- Formulate asset allocation recommendations and portfolio construction strategies for institutional and high-net-worth clients.
- Monitor market developments, economic indicators, and geopolitical events, assessing their impact on investment portfolios.
- Collaborate closely with portfolio managers, research analysts, and client relationship teams.
- Articulate complex investment ideas and strategies clearly and persuasively to internal stakeholders and clients.
- Utilize sophisticated quantitative tools and financial models for scenario analysis and risk assessment.
- Generate regular investment commentary, market outlook reports, and performance attribution analyses.
- Stay current with industry best practices, regulatory changes, and emerging investment trends.
- Contribute to the development of new investment products and services.
- Ensure adherence to all relevant compliance and regulatory requirements.
- Master's degree in Finance, Economics, or a related quantitative field. CFA charter or progress towards it is highly desirable.
- Minimum of 10 years of experience in investment strategy, portfolio management, or investment research within the financial services industry.
- Proven track record of developing and implementing successful investment strategies that have generated alpha.
- Deep understanding of global financial markets, economic theory, and portfolio construction principles.
- Exceptional analytical, quantitative, and problem-solving skills.
- Outstanding written and verbal communication and presentation skills.
- Proficiency in financial modeling, statistical analysis, and investment management software.
- Ability to work independently, manage multiple complex projects, and meet tight deadlines in a remote environment.
- Strong ethical conduct and a commitment to fiduciary responsibilities.
- Experience with diverse asset classes, including derivatives and alternative investments.
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