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Strategy Analyst
The Strategy Analyst supports the strategy team in developing market and investment strategies and analyzes market trends, assets, and customer segments to provide data-driven insights for decision-making. The role requires strong analytical skills, experience in financial services, and proficiency in tools such as Excel, PowerPoint, and Bloomberg.
Job Details
The Strategy Analyst position is a full-time job based in Florida.Tasks and responsibilities
The tasks include:- Support in the development of market and investment strategy materials for internal and customer-oriented use
- Assistance with financial models, research databases, dashboards, and performance tracking tools
- Analysis of market trends, asset classes, portfolio performance, and client segments
- Preparation of data-driven insights and presentations to support decision-making
- Collaboration with relationship managers, product specialists, and investment advisors
- Contribution to research work and regular strategy updates
Requirements
The requirements are:- Bachelor's degree in finance, economics, business administration, or a related field
- 1-2 years of experience in financial services, consulting, research, or similar fields
- Strong analytical skills and attention to detail
- Advanced knowledge of Excel and PowerPoint
- Clear written and oral communication
- Experience with Bloomberg, FactSet, or similar tools
- Familiarity with portfolio analytics, BI tools, or data visualization
- Basic knowledge of Python or other analytical tools
- Intellectual curiosity and a cooperative spirit
Job details
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