Base: $70,000.00-$72,000.00; bonus/equity: not spe...
Hybrid
Investment strategy research development
Quantitative model analysis and forecasting
Factset and bloomberg data tools
This role supports the PCG CIO and Investment Strategy Committee in developing the 'CIO View' for Financial Advisors through quantitative and qualitative research
Job Summary
This role supports the PCG CIO and Investment Strategy Committee in developing the 'CIO View' for Financial Advisors through quantitative and qualitative research.
The analyst is responsible for creating proprietary investment strategy materials such as white papers, presentations, and infographics using tools like FactSet and Bloomberg.
Candidates must coordinate with marketing and compliance to ensure the accuracy and timely delivery of investment strategy resources to advisors and clients.
Matching Summary
This role supports the PCG CIO and Investment Strategy Committee in developing the 'CIO View' for Financial Advisors through quantitative and qualitative research.
Salary
Base: $70,000.00-$72,000.00; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Investment strategy research development
Quantitative model analysis and forecasting
FactSet and Bloomberg data tools
InDesign and Photoshop graphic design
Social media platform management
Nice-to-have
Strong work ethic and attention to detail
Ability to work under minimal supervision
Self-motivated individualistic research creation
Effective intrapersonal communication skills
Key Requirements
Bachelor's degree in Business Administration, Economics, or Finance
1-3 years of experience in financial services industry
SIE license required; Series 7 and Series 63 within 6 months
Proficiency in Microsoft Office and standard office equipment