Investment Strategist

About the role

We are seeking a highly motivated and talented Investment Strategist to join our dynamic team. As an Investment Strategist at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market.

Responsibilities

• Conduct investment research and analytics related to investment performance of the product shelf
• Conduct investment research and analytics related to use of products in investment strategies and portfolios
• Conduct investment research and analytics related to preparing custom research and analysis for clients and prospects
• Compose investment-oriented marketing and sales materials
• Compose market commentaries and narratives linking the product shelf to the market environment
• Partner with ProShares’ distribution team including direct contact with clients and prospects
• Partner with ProShares’ product development team including research, due diligence and the composition of investment narratives for new products
• Assist with research projects; topics include fund performance analysis, risk measurement, strategy testing and portfolio construction issues

Requirements

• BA/BS required
• CFA or CAIA strongly preferred
• MBA optional
• 5-7 years of experience in financial services
• Experience in empirical analysis and statistical techniques applied to financial markets and investment products
• Experience in analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process
• Experience with data and analytical tools including Bloomberg, Morningstar, and Factset
• Experience in deploying AI to drive enhanced efficiency and insight into the research and writing process

Qualifications

• Analysis: Advanced skillset in portfolio management, financial markets, returns and risk measurement; macro-economics