Portfolio Strategist
hace 4 semanas
Job Summary
As a Portfolio Strategist at Natixis Investment Managers, you will play a key role in building effective internal working relationships with team members across various geographic locations and departments. This position requires a self-motivated individual who can work independently on projects and collaborate with a team of Quantitative Analysts to produce analysis.
Key Responsibilities
Present Natixis products and provide comprehensive portfolio analysis of client portfolios
Conduct analysis using in-house software and identify imbalances, gaps, inefficiencies, and hidden risks in client portfolios
Assist the sales teams and affiliated asset managers in positioning their funds with clients
Gather market intelligence and research new investment solutions & product ideas
Prepare and deliver analysis and customized portfolio recommendations for client meetings and other key events
Requirements
4+ years of asset management experience specifically in quantitative analytics and portfolio construction
Bachelor's degree or equivalent, CFA preferable
FINRA series 7 & 63 licenses required, or acquired within 90 days of hire
Strong command of investing, economics, and finance
Ability to understand and communicate sophisticated portfolio construction concepts to a global audience
About Us
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion, or other terms, conditions, and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
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