Investment Strategist
ProShares · New York City · $150,000–$180,000 (stated in the posting)
About Us:
ProShares now offers one of the largest lineups of ETFs, with over $100 billion in assets. The company is a leader in strategies such as crypto, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and enhance returns.
Position Summary:
We are seeking a highly motivated and talented Investment Strategist to join our dynamic team. As an Investment Strategist at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product strategies and then communicate those strategies to clients and prospects. You will also partner with our product development and product management teams, with an emphasis on providing investment-related expertise to help create and position our products most successfully in the market.
Essential Job Functions[1]:
- Conduct investment research and analytics related to:
- Investment performance of the product shelf;
- Use of products in investment strategies and portfolios;
- Prepare custom research and analysis for clients and prospects.
- Compose investment-oriented marketing and sales materials.
- Compose market commentaries and narratives linking the product shelf to the market environment.
- Partner with ProShares’ distribution team including direct contact with clients and prospects.
- Parter with ProShares’ product development team including research, due diligence and the composition of investment narratives for new products.
- Assist with research projects; topics include fund performance analysis, risk measurement, strategy testing and portfolio construction issues.
Education and Experience:
- BA/BS required. CFA or CAIA strongly preferred. MBA optional.
- 5-7 years of experience in financial services.
- Experience in empirical analysis and statistical techniques applied to financial markets and investment products.
- Experience in analysis of time series data in Excel or other statistical software, PowerPoint experience, strong writing skills and demonstrated attention to detail and rigor in the research process.
- Experience with data and analytical tools including Bloomberg, Morningstar, and Factset.
- Experience in deploying AI to drive enhanced efficiency and insight into the research and writing process.
Knowledge, Skills and Abilities:
- Analysis: Advanced skillset in portfolio management, financial markets, returns and risk measurement; macro-economics -demonstrates ability to extract significant conclusions from analysis.
- Communication: Ability to communicate sophisticated investment, finance, and economic research analysis and concepts to a wide variety of audiences.
- Creation of Deliverables: Demonstrates full proficiency in Microsoft Office as well as Bloomberg, Morningstar, and Factset; all work produced is clear and logically structured, of high quality (e.g., accurate, attention to details, grammar, syntax, spelling, layout, etc.); assumes full ownership for deliverable quality and timeliness.
- Attention to Detail: Strong focus on details and ability to complete projects according to a defined process.
- Individual Attributes: Exhibits constructive, team-oriented cooperative attitudes and behavior; ability to multitask; demonstrates initiative in developing self professionally; demonstrates high energy; organized; consistently applies research experience; highly reliable and discreet.
The compensation for this position includes salary and incentive pay. The annual base salary range for this role is $150,000-$180,000 (USD), which does not include discretionary bonus compensation. Total compensation may vary based on experience, role, location, department, and individual performance.
Our Benefits:
- Competitive pay and discretionary bonus
- Paid time off
- Health care benefits (medical, dental & vision)
- Additional insurance includes basic life, accidental death and dismemberment, supplemental life, disability and legal benefit
- 401(k) retirement plan with matching contribution
- Spending Accounts (Health Care, Dependent Care, and Transportation)
- Wellness Programs (fitness reimbursement, Employee Assistance Program)
- Education assistance
- Hybrid work schedule
- Additional Programs include peer recognition, corporate matching gift
[1] These statements are intended to describe the general nature and level of work involved for this job. It is not an exhaustive list of all responsibilities, duties and skills required of this job. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Additional privacy information for CA residents
EOE STATEMENT
ProShare Advisors LLC and its affiliates are equal opportunity employers and do not discriminate against otherwise qualified applicants on the basis of age, race, color, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), marital or family status, national origin, ancestry, physical or mental disability, mental condition, veteran status, sexual orientation, gender identity, genetic information, or any other characteristic protected by applicable law.