Portfolio Strategist | Multi Asset

Email As a Portfolio Strategist within Macquarie's Portfolio Consulting Team and as part of Macquarie'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. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.What role will you play?Press space or enter keys to toggle section visibility You will partner with Macquarie's internalexternal wholesalers to conduct portfolio reviews for top advisory teams. As an asset allocation expert, you will 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. In addition, you will help build Macquarie'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. Salary range for this position: $120,000 - $160,000Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. We offer a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and ShortLong Term Disability, in addition to other special perks reserved for our employees.What you offerPress space or enter keys to toggle section visibility 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 constructionExcellent 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, andor MSCI Barra is a plusAbility to work with large data sets to concisely analyze and report insightsfindings. Coding language skills in R or Python are a plus.CFA or advanced degree in Business, Finance, or related field & Series 7 & 63 (preferred)#LI-EF1 #LI-HybridWe love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.About Macquarie Asset ManagementPress space or enter keys to toggle section visibility Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We're trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.BenefitsPress space or enter keys to toggle section visibility Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include: Hybrid and flexible working arrangements One wellbeing leave day per year and minimum 25 days of annual leavePrimary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for secondary caregiversPaid volunteer leave and donation matchingRange of benefits to support your physical, psychological and financial wellbeing Employee Assistance Program, a robust behavioural health network with counselling and coaching servicesRecognition and service awards Our commitment to diversity, equity and inclusionPress space or enter keys to toggle section visibility We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie provides equal opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance.Our aim is to provide reasonable accommodations to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know during the application process.

Created: 2025-03-05