Strategas Securities
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Investment Research Associate
role at
Strategas Securities
Overview The Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media and internal constituents. Led by the firm’s Chief Investment Strategist, Jason De Sena Trennert, the team seeks to provide clear and concise research that allows its clients to reach actionable investment conclusions in a timely manner.
Responsibilities
Deliver cross-asset class investing views into client presentations, publications or product-oriented marketing programs.
Work closely with senior leadership and sales personnel to develop topical and relevant materials for presentation to clients and prospects.
Support the marketing and servicing of various products for clients and prospects.
Participate in the formulation of macro-based strategy views and research across all asset classes – equities, rates, credit, commodities and foreign exchange.
Respond to developing macro-economic or geopolitical situations in relation to Strategas’s view, proactively and reactively.
Provide sales personnel with guidance comparing, contrasting and, when necessary, acknowledging conflicting strategy positioning which will arise from time to time.
Work closely with Marketing; research, create, and author original thought leadership used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics.
Support the Firm’s institutional clientele with bespoke requests and calls.
Qualifications
A Bachelor’s degree or higher is required.
Strong client skills as frequent interaction with clients will be required.
Superior written and verbal communication skills, with the ability to clearly convey ideas (simplify the complex with storytelling, anecdotes and analogies).
Writing samples, examples of research or related materials are welcome.
Intellectual curiosity and the ability to generate insightful and relevant investment ideas backed by rigorous research.
Strong understanding of financial markets and economics; familiarity with capital markets history and indicators across equity, fixed income, international, emerging markets, currency, asset allocation, and alternative asset classes.
Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc.
3-7 years of professional experience.
Compensation and Benefits
$125,000 - $175,000 annual salary range
Bonus potential
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
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Investment Research Associate
role at
Strategas Securities
Overview The Investment Strategy team is focused on macro and market themes that impact investors. The team formulates and communicates market and economic perspectives to clients, the media and internal constituents. Led by the firm’s Chief Investment Strategist, Jason De Sena Trennert, the team seeks to provide clear and concise research that allows its clients to reach actionable investment conclusions in a timely manner.
Responsibilities
Deliver cross-asset class investing views into client presentations, publications or product-oriented marketing programs.
Work closely with senior leadership and sales personnel to develop topical and relevant materials for presentation to clients and prospects.
Support the marketing and servicing of various products for clients and prospects.
Participate in the formulation of macro-based strategy views and research across all asset classes – equities, rates, credit, commodities and foreign exchange.
Respond to developing macro-economic or geopolitical situations in relation to Strategas’s view, proactively and reactively.
Provide sales personnel with guidance comparing, contrasting and, when necessary, acknowledging conflicting strategy positioning which will arise from time to time.
Work closely with Marketing; research, create, and author original thought leadership used to create pieces such as short articles, white papers, videos, audio casts, client calls, presentations and infographics.
Support the Firm’s institutional clientele with bespoke requests and calls.
Qualifications
A Bachelor’s degree or higher is required.
Strong client skills as frequent interaction with clients will be required.
Superior written and verbal communication skills, with the ability to clearly convey ideas (simplify the complex with storytelling, anecdotes and analogies).
Writing samples, examples of research or related materials are welcome.
Intellectual curiosity and the ability to generate insightful and relevant investment ideas backed by rigorous research.
Strong understanding of financial markets and economics; familiarity with capital markets history and indicators across equity, fixed income, international, emerging markets, currency, asset allocation, and alternative asset classes.
Familiarity with statistical packages, Bloomberg, FactSet, Reuters, Microsoft Office, etc.
3-7 years of professional experience.
Compensation and Benefits
$125,000 - $175,000 annual salary range
Bonus potential
Compensation and bonus are commensurate with experience, performance and/or firm profitability
Check out our Total Rewards at Baird, which is a summary of our benefits and compensation
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
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