What are the responsibilities and job description for the Portfolio Strategist | Multi Asset position at Macquarie Global Services?
As a Portfolio Strategist within Macquarie's Portfolio Consulting Team and as part of Macquarie's Global Multi Asset team, you will work to deliver portfolio construction insights and analysis to our clients. By partnering with our US Wealth wholesalers, you will conduct portfolio reviews for wealth managers to help them better understand their portfolios by providing expert insights with rigorous quantitative analysis to deliver a comprehensive review tailored to each advisor's unique needs.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
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You will partner with Macquarie's internal / external wholesalers to conduct portfolio reviews for top advisory teams. As an asset allocation expert, you will incorporate macro-economic analysis and insights on various asset classes in bespoke reports and presentations to help financial advisors better understand their client's investments. In addition, you will help build Macquarie's Portfolio Consulting Team's value-add resources by supporting a variety of projects including investment thought leadership, market commentaries, mainstage presentations for investor conferences as well as other marketing material and collateral.
Salary range for this position : $120,000 - $160,000 / Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. We offer a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and Short / Long Term Disability, in addition to other special perks reserved for our employees.
What you offer
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- 4 to 5 years of relevant experience within Portfolio Management, Client Portfolio Management, Investment Specialist, Portfolio Consulting, Portfolio Strategy or other client-facing investment roles for multi-asset strategies and portfolio construction
- Excellent public speaking skills to clearly present complex portfolio construction insights in a digestible manner to a wide variety of stakeholders (from one-on-one meetings to larger audiences)
- Exceptional skills in Morningstar Direct, Microsoft Excel and PowerPoint. Proficiency in FactSet, Bloomberg, and / or MSCI Barra is a plus
- Ability to work with large data sets to concisely analyze and report insights / findings. Coding language skills in R or Python are a plus.
- CFA or advanced degree in Business, Finance, or related field & Series 7 & 63 (preferred)
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
About Macquarie Asset Management
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Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We're trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.
Benefits
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Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include :
Our commitment to diversity, equity and inclusion
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We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.
Salary : $120,000 - $160,000
