About the role
Position Summary
The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.
Primary Responsibilities
- Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
- Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
- Provide support for advisors crafting an investment policy statement for a client
- Help update and maintain investment strategy collateral
- Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
- Support Focus Partners’ thought leaders through data collection and independent research
- Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
- Demonstrate an understanding of our investment strategies, policies, and procedures
Qualifications
- 3+ Years of work experience in an investment-related position
Education/Training
- B.S. Accounting, Economics, Engineering, Finance, or Math
- Interest in pursuing CFA Charter (or comparable certifying exam) preferred
Knowledge, Skills, and Abilities
- Proficient in Microsoft Office applications; excellent Excel skills
- Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
- Bloomberg and/or Morningstar Direct experience preferred
- Excellent quantitative and analytical skills
- Ability to communicate complicated financial topics clearly and simply
- Ability to manage multiple priorities and meet deadlines
- Committed to superb client service
- Professional attitude and demeanor
This position is an Exempt position. The annualized base pay range for this role is expected to be between $90,000 - $100,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-CB1
About Focus Financial Partners
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 tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
Aplyr's read
Focus Financial Partners unites independent wealth management firms to serve high-net-worth clients, offering a collaborative environment for financial professionals.
What's promising
- •Focus Financial Partners has a strong network of independent firms, enhancing client service and resource sharing.
- •The company offers diverse roles, from advisory to technology, catering to various professional backgrounds.
- •Focus is known for its emphasis on collaboration, fostering a supportive work environment.
What to watch
- •Integration of independent firms can lead to inconsistent processes and practices.
- •The focus on high-net-worth clients may limit exposure to broader market segments.
- •Rapid expansion could strain resources and affect service quality.
Why Focus Financial Partners
- •Focus Financial Partners operates as a partnership model, unlike traditional corporate structures.
- •The firm provides a platform for independent advisors to maintain autonomy while accessing shared resources.
- •Focus emphasizes a blend of independence and collaboration, rare in wealth management.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Focus Financial Partners
Focus Financial Partners is a partnership of independent wealth management firms that provides financial advisory services to high-net-worth individuals and families.
