Investment Strategy Analyst - Wealth Management

You will be working alongside a team of talented colleagues from other markets, businesses, and functions to provide you with the opportunity to take your career to the next level. 

As an Equity Strategy Associate within the Global Equity Strategy team you will be resposible to advise both internally and externally, on single stocks, as well as delivering thought leadership on a sector- and index-level. The team is responsible for creating the quarterly equity outlook and developing single stock recommendations for clients and advisors.

Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever evolving financial services space.

Job Responsibilities

• Develop high-quality written content, including market commentaries, white papers, and newsletters, to communicate investment insights and strategies internally to stakeholders.
• Create engaging presentations and visual content to support client meetings and marketing initiatives.
• Collaborate with marketing and communications teams to ensure consistency and alignment of messaging across all platforms
• Produce detailed research reports and presentations on equity markets and investment strategies.
• Maintain up-to-date knowledge of industry trends, competitive landscape, and regulatory changes.

Required qualifications, capabilities and skills

• 2+ years of experience in equity research, investment analysis, or a related field within the financial services industry
• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Strong understanding of global equity markets and investment strategies.
• Excellent analytical and quantitative skills, with proficiency in financial writing and data analysis tools.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Ability to work collaboratively in a fast-paced, dynamic environment

Preferred qualifications, capabilities, and skills

• Experience working with high-net-worth clients and understanding their unique investment needs is a plus
• A Master’s degree or CFA designation is preferred