Investment Strategist (Advisory) - North America Market
moomooJersey City, NJ
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Career Development
Job Description
Responsibilities:
- Conduct deep-dive investment research and produce high-quality, client-facing content covering U.S. equities, options, futures, and other derivatives.
- Deliver bespoke investment advisory to High-Net-Worth (HNW) clients. This includes developing tailored investment themes, providing strategic asset allocation and trade execution support, resolving day-to-day market inquiries, and actively participating in key client meetings/pitches.
- Draft thematic market commentary and client educational materials for U.S. and Canada markets. Develop actionable investment strategy content, craft effective talking points/pitch scripts, and conduct ongoing training to empower Relationship Managers (RMs).
- Contribute to the development of the department's product matrix by curating tailored financial solutions that align with clients' risk/return profiles. Ensure all product selections align with the firm's overarching "house view" and translate team consensus into actionable, client-ready proposals.
- Perform client segmentation analysis to design scalable & customized global investment & operational strategies. Based on these insights, develop and implement customized, ongoing service models and engagement plans tailored to different client tiers.
Requirements
- Education and Major: Degree from a well-known institution in Finance, Economics, Accounting, Investment, Business, or related fields.
- Proven experience in U.S. equity markets, specializing in Equity Research or Option Trading, with additional knowledge of cryptocurrency investments.
- At least 3 years of experience in high-net-worth client service (as a relationship manager or investment advisor) or in investment strategy/financial middle office, with proven methodologies and successful experience in driving client investment strategy services, product sales, and wealth management services to frontline teams.
- Strong communication and coordination skills, with a strong sense of teamwork.
- Language skills: Native in English, Chinese speaking is highly preferred.
- License Requirement: FINRA License is required (Required：FINRA SIE, Series 7/63/86/87)
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FAQs About Investment Strategist (Advisory) - North America Market Jobs at moomoo
What is the work location for this position at moomoo?
This job at moomoo is located in Jersey City, NJ, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at moomoo?
Employer has not shared pay details for this role.
What employment applies to this position at moomoo?
moomoo lists this role as a Full-time position.
What experience level is required for this role at moomoo?
moomoo is looking for a candidate with "Senior-level" experience level.
What benefits are offered by moomoo for this role?
moomoo offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at moomoo?
You can apply for this role at moomoo either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.