Investment Research Associate jobs in United States
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Strategas Securities · 7 hours ago

Investment Research Associate

Strategas Securities is focused on macro and market themes that impact investors. The Investment Research Associate will develop strategy narratives, deliver market insights, and create research materials for clients, while collaborating closely with senior leadership and marketing teams.

Financial Services
Hiring Manager
Angie Kriz
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Responsibilities

Deliver our cross-asset class investment views into client presentations, publications or product-oriented marketing programs
Work closely with senior leadership and sales personnel to develop topical and relevant materials for presentation to clients and prospects
Support the marketing and servicing of various products for clients and prospects
Participate in the formulation of macro-based strategy views and research across all asset classes – equities, rates, credit, commodities and foreign exchange
Respond to developing macro-economic or geopolitical situations in relation Strategas’s view, proactively and reactively
Provide sales personnel with guidance comparing, contrasting and, when necessary, acknowledging conflicting strategy positioning which will arise from time to time
Work closely with Marketing, the successful candidate will be relied upon to research, create, and author original thought leadership which will be used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics
Support the Firms’ institutional clientele with bespoke requests and calls

Qualification

Macro research experienceFinancial markets knowledgeWriting skillsStatistical packages familiarityBloomberg proficiencyClient interaction skillsIntellectual curiosityResearch skillsVerbal communication skills

Required

A Bachelor's degree or higher is required
Strong client skills as frequent interaction with our clients will be required
Superb written and verbal communication skills, as well as the proven ability to effectively convey ideas with passion and clarity (simplify the complex with the use of stories, anecdotes and analogies)
Intellectual curiosity and the ability to generate insightful and relevant investment ideas backed by rigorous research
Strong understanding of financial markets and economics; candidate should be well-versed in capital markets history and economic indicators, as well as equity, fixed income, international, emerging markets, currency, asset allocation, and alternative asset classes
Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc
3-7 years of professional experience

Preferred

Writing samples, examples of research or other materials are welcome

Benefits

Bonus potential
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

Company

Strategas Securities

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Strategas is an institutional brokerage firm.

Funding

Current Stage
Growth Stage

Leadership Team

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Eileen Gabay
Chief Operating Officer
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Christine Kline
Vice President, Assistant to Partners
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Company data provided by crunchbase