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 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
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
To apply for this job please visit careers.nomura.com.