Strategist Position Available In Western Connecticut Planning Region, Connecticut

About the Company This group is responsible for the portfolio management and research of our strategies relating to individual equities and equity related securities across all global liquid markets. Our models are applied to market-neutral long/short portfolios in our hedge funds as well as to long-only and relaxed-constraint portfolios for institutional equity mandates, tax-aware mandates and mutual funds. The Product Specialist team is central to communication with and support of our existing and prospective investors, and often serves as the external face of equity portfolio management. The team educates investors and prospects on our strategies through written answers to client questions, new business presentations, and review discussions of existing investments. About the Role We are seeking an exceptionally talented individual to join our product specialist team. This role will give end-to-end exposure to the portfolio management process and continued evolution of our equity products and will include opportunities to work with senior investment professionals across the firm.

Responsibilities Client communication:

Prepare client-ready written responses to investment questions spanning a variety of topics: e.g., investment philosophy, investment process, performance, performance drivers, portfolio characteristics, etc. Create and help improve presentations, review materials and collateral for pitching new business Help organize and run analyses for RFPs Investment monitoring and analysis: Analyze portfolio performance using existing tools, and contribute to the development of new monitoring tools Conduct custom portfolio analysis to address questions from clients or senior investment professionals Present portfolio analysis results to product and portfolio teams Sample projects: Analyze how and why specific investment themes, or industries or country exposures contributed to overall performance Create pro-forma portfolios and assess their alpha contribution after controlling for standard factors such as value, size and momentum Potential opportunity to contribute to presentations and white papers on a broad spectrum of topics (e.g. specific products, quant concepts, market environment etc.) Qualifications Bachelor’s degree in a business or quantitative discipline 1-4 years of investment management experience, ideally related to equity and equity linked products. Required Skills Superior analytical ability with a deep understanding of investment, particularly equity strategies; experience with quantitative strategies preferred. Programming skills (Python and SQL) or a willingness to learn programming is essential Proficiency in Excel and PowerPoint is required Ability to communicate and position complex strategies effectively to a broad range of investors both verbally and in writing. Entrepreneurial spirit with a demonstrated work ethic, competitiveness and tenacity required to achieve top performance.