Senior Investment Strategist

Responsibilities

• Build relationships with advisors to provide investment strategy and proposal support
• Serve as investment strategy subject matter expert in client and advisor meetings
• Provide commentary on current market trends and global investment conditions
• Collaborate with Manager Research, Proprietary Strategies, and Marketing to create educational content
• Present investment strategy topics at firm and industry events
• Execute special projects as needed

Requirements

• Bachelor's Degree in Accounting, Economics, Engineering, Finance, Math, or related field
• 7+ years of experience in investment-related, communications, or technical positions
• Comprehensive understanding of public and private markets, portfolio design, and complex investment vehicles
• Excellent verbal and written communication skills for conveying technical investment approaches
• Ability to work collaboratively across disciplines and manage multiple demands
• Strong ability to interface with advisors, clients, and prospects in group and one-on-one settings

About the Company

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions.