Portfolio Strategist

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the job description. Content: - Role Description: As a Portfolio Strategist within Nomura’s Portfolio Consulting Team and as part of Nomura’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. In this role you will: * Partner with Nomura’s internal/external wholesalers to conduct portfolio reviews for top advisory teams * Incorporate macro-economic analysis and insights on various asset classes in bespoke reports and presentations to help financial advisors better understand client’s investments * Help build Nomura’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 Thus we have responsibilities. - Skills, experience, qualifications and knowledge required: * 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 * CFA or advanced degree in Business, Finance, or related field & Series 7 & 63 (preferred) * 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 Thus we have skills/experience/qualifications. - Profile description: Nomura Leadership Behaviours (list). This is maybe a separate section? Could be "Leadership Behaviors" but not in allowed headings list. The allowed headings list includes: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can map "Profile description: Nomura Leadership Behaviours" maybe under "Skills" or "Qualifications"? But it's more about leadership behaviours. Could treat as "Skills" maybe? However we should only include sections with real content. We could include a section "Skills" for the leadership behaviours? But they are not skills per se. Could include "Qualifications". The leadership behaviours are more like competencies. Could be placed under "Skills". But we need to decide. We also have a paragraph about base pay and total compensation: "*base pay offered may vary depending on multiple individualized factors... The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired in the U.S., employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Nomura is an Equal Opportunity Employer" We need to remove EEO/equal-opportunity boilerplate. Also remove "Nomura is an Equal Opportunity Employer". Also remove any cookie/navigation/legal/EEO etc. We need to preserve substantive info: base pay may vary, total compensation may include sign-on bonus, RSU, discretionary awards, full range of medical, financial, other benefits including 401(k) eligibility and various paid time off benefits (vacation, sick time, parental leave). Also mention at-will employment and right to modify base salary. We need to decide if we include Pay and Benefits sections. The posting does mention base pay may vary, and total compensation includes sign-on bonus, RSU, discretionary awards, plus benefits. So we have some info about Pay and Benefits. However the rule says: "Prefer a few substantive sections over many thin ones." Also "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". The phrase "base pay offered may vary depending on multiple individualized factors" is somewhat vague but still specific? It says may vary depending on factors. That's not a specific number, but it's still content about pay. The rule says never emit heading followed by filler/placeholder text like "varies". The phrase "varies" is considered filler? It says never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD"). So if we include a Pay section with just "base pay may vary", that might be considered filler. However we also have more detail: total compensation may include sign-on bonus, RSU, discretionary awards, plus benefits. That's more substantive. But still not specific numbers. The rule seems to discourage sections that only say "varies" or similar vague statements. However we have some specifics: sign-on bonus, RSU, discretionary awards, medical, financial, other benefits, 401(k) eligibility, paid time off (vacation, sick, parental). That's substantive enough. Thus we can include a Benefits section describing those benefits. And maybe a Pay section referencing base pay may vary and total compensation includes sign-on bonus, RSU, discretionary awards. But we might combine Pay and Benefits into one "Compensation and Benefits" but not allowed headings. We could have separate Pay and Benefits sections if each has substantive content. Pay: we have "base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience." That's somewhat generic but still specific about factors. Might be considered not filler? It's not just "varies". It mentions factors. Could be okay. Benefits: we have "total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered." Thus we can include Benefits section with that. Also we have "If hired in the U.S., employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors." This is also compensation-related but could be part of Pay section. We'll need to strip EEO line. Now structure: We need an

for About the role? The role description paragraph at start could be About the role. Then Responsibilities

with list. Then Requirements/Qualifications/Skills? We have a combined "Skills, experience, qualifications and knowledge required". Could split into Requirements (experience), Qualifications (education/certifications), Skills (technical). But we can also just have one section "Requirements" with list. However the instruction says prefer few substantive sections over many thin ones. So we could combine into one "Requirements" section that includes experience, qualifications, skills. But we also have leadership behaviours; maybe include under "Skills" or "Qualifications". Let's think. We have: - About the role: introductory paragraph. - Responsibilities: bullet list after "In this role you will:". - Requirements: maybe combine experience, education/cert, leadership behaviours? But leadership behaviours are more like competencies; could be under "Skills". However we already have skills list (technical). Could have separate "Skills" for technical and "Qualifications" for education/cert. But that may be many sections. Given the instruction to prefer few substantive sections, we could have: - About the role (intro paragraph) - Responsibilities (list) - Requirements (combined experience, qualifications, skills, leadership behaviours) as a list. But we need to use

• for any list of duties/requirements/benefits. So we can have a single
  with all items. But we also need to separate Benefits and Pay sections if we include them. Thus final sections:

  About the role

  ...

  Responsibilities

  • ...
  ...

  Requirements

  • ...
  ...
  (including experience, CFA/advanced degree & Series 7&63, public speaking, technical skills, coding, leadership behaviours)

  Pay

  ...

  Benefits

  ...

  We need to ensure we don't include filler like "varies" alone. In Pay section we can include the sentence about base pay may vary depending on factors and that total compensation may include sign-on bonus, RSU, discretionary awards. That's substantive. We must not include the EEO line. We must not include application instructions. We must not include duplicated lines. Now craft the HTML. Let's extract exact text. About the role paragraph: "Role Description:As a Portfolio Strategist within Nomura’s Portfolio Consulting Team and as part of Nomura’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." We should remove "Role Description:" maybe keep as part of paragraph. It's okay. Responsibilities list: - Partner with Nomura’s internal/external wholesalers to conduct portfolio reviews for top advisory teams - 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 - Help build Nomura’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 Requirements list: - 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 - CFA or advanced degree in Business, Finance, or related field & Series 7 & 63 (preferred) - 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 - Nomura Leadership Behaviours: Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity