Portfolio Strategist (m|f|x) New York

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from, and within Asia.

Division Overview: NAM International

NAM International brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.

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.

Tasks

• 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

Profile / Your qualification / Your personality

• 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 

Nomura Leadership Behaviours

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion: Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).

Share this offer on LinkedIn →

Location

West 49th Street, US-10019 New York