Strategy Analyst

From day one, the analyst will be fully dedicated to the Strategy team, working closely with senior strategists and business partners across equities, fixed income, and alternative investments. This is a high-exposure role in a fast-paced, collaborative environment.

Duties & Responsibilities

• Support the development of market and investment strategy materials for internal and client-facing use


• Assist with financial models, research databases, dashboards, and performance tracking tools


• Analyze market trends, asset classes, portfolio performance, and client segments


• Prepare data-driven insights and presentations to support decision-making


• Collaborate with Relationship Managers, Product Specialists, and Investment Advisors


• Contribute to research pieces and periodic strategy updates

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field


• 1–2 years of experience in financial services, consulting, research, or similar fields


• Strong analytical skills and attention to detail


• Advanced Excel and PowerPoint skills


• Clear written and verbal communication


• Experience with Bloomberg, FactSet, or similar tools

• Familiarity with portfolio analytics, BI tools, or data visualization


• Basic knowledge of Python or other analytical tools


• Intellectual curiosity and a collaborative mindset