Investment Strategy Analyst

Focus Financial Partners

. Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection .

Posted 11/6/2026full-timeUnited StatesMid-LevelSenior💰 $80,000 - $86,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment strategy and portfolio analysis, utilizing tools such as Microsoft Excel and Bloomberg to support advisors. Possesses strong quantitative and analytical skills, with a commitment to client service and effective communication of complex financial concepts.

Highest-signal resume keywords

Investment Strategy ExpertiseMicrosoft Excel ProficiencyBloomberg ExperienceQuantitative Analysis SkillsCFA Charter Pursuit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Statistics CalculationPortfolio DesignFund SelectionData AnalysisInvestment Policy Statement Support

Soft Skills

Excellent CommunicationClient Service CommitmentTime Management

Tools & Technologies

Microsoft OfficeBloombergMorningstarInternal Database ToolsProprietary Software

Certifications & Qualifications

CFA Charter (Preferred)

Industry Keywords

Investment StrategiesPortfolio AnalysisFinancial TopicsInvestment ProceduresClient Meetings

About the role

Key responsibilities & impact

Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
Use Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support advisors preparing 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, including proprietary software and data sources, to support advisors
Demonstrate understanding of investment strategies, policies, and procedures

Requirements

What you’ll need

3+ Years of work experience in an investment-related position
B.S. Accounting, Economics, Engineering, Finance, or Math
Interest in pursuing CFA Charter (or comparable certifying exam) preferred
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
Must be eligible to work in the United States, as indicated by the US-based role language and applicable employment notices

Benefits

Comp & perks

Annual cash bonus
Comprehensive benefits package
Reasonable accommodations for applicants and employees with disabilities