Investment Strategy Analyst

Focus Financial Partners

St Louis, MO, United States
Not specified; not specified; not specified
**
Portfolio and investment analysis
Microsoft excel and bloomberg proficiency
Client meeting preparation support
** Focus Financial Partners is seeking an Investment Strategy Analyst in St. Louis, MO, who will provide analytical support and insights to enhance investment strategies for their advisory community. The ideal candidate should have strong collaboration skills and experience with portfolio analysis and investment tools. **

Job Summary

  • The role focuses on educating stakeholders and providing clarity regarding investment philosophy, solutions, and markets.
  • Candidates will utilize tools like Microsoft Excel, Bloomberg, and Morningstar to perform analyses supporting advisors during client meetings.
  • The position offers a hybrid work schedule requiring three days in the office per week with flexibility for two remote days.

Matching Summary

Match Score: 75

** Focus Financial Partners is seeking an Investment Strategy Analyst in St. Louis, MO, who will provide analytical support and insights to enhance investment strategies for their advisory community. The ideal candidate should have strong collaboration skills and experience with portfolio analysis and investment tools. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Portfolio and investment analysis
  • Microsoft Excel and Bloomberg proficiency
  • Client meeting preparation support
  • Investment policy statement drafting
  • Internal database tool maintenance

Nice-to-have

  • Collaborative team player mindset
  • High-level analytical work creation
  • Ability to meet project deadlines
  • Proprietary software familiarity
  • Independent research capabilities

Key Requirements

  • 3+ years of work experience in an investment or related field
  • Strong understanding of investment strategies and policies
  • Proficiency with financial data platforms

Work Rights

Not specified

Tailored Resume

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