• Support the Investment Solutions business by advancing strategic priorities centered on achieving net-zero objectives.
• Perform bespoke analysis of climate-related data and compile relevant insights to strengthen research efforts.
• Enhance the client offering by integrating climate intelligence into Investment Solutions workflows.
• Apply modern climate-design techniques within asset allocation and other investment decision-making processes.
• Partner with internal teams to develop and expand the commercial direction of the firm’s net-zero strategy.
• Contribute to the strategy’s growth by aligning initiatives across different business units.
• Ensure all internal and external outputs are produced to a high standard and delivered on time.
• Engage with key teams and stakeholders to maintain timely and coordinated delivery.
• Prepare both regular and ad-hoc client materials that meet quality expectations and accurately reflect strategic objectives.

Skills: Climate Data Analysis, Climate Integration, Net-Zero Strategy, Cross-Team Collaboration, Investment Research, Climate Modeling, Stakeholder Engagement, Client Deliverables

• Prepare and deliver both oral and written strategic and tactical views of current economic and market analysis.
• Work closely with the Chief Investment Officer (CIO) to continue building a world-class investment strategy platform.
• Participate in the quarterly Investment Committee to help determine the strategic longer-term views of the economy and major asset classes.
• Contribute regularly to the CIO Suite of publications on a monthly and weekly basis to update and enhance market views across major asset classes.
• Develop a consistent daily commentary for advisor and client consumption to outline a more tactical view.
• Participate in media interviews, client meetings, and public speaking engagements on relevant investment and market-related issues.
• Apply financial analysis, business experience, and market knowledge to lead the work of others.
• Plan, assign, monitor, review, evaluate, and lead the work of assigned staff.
• Produce factual and accurate information to be presented for publication.
• Review progress of assignments and findings with senior management.
• Develop and maintain strong relationships across all levels of the organization.
• Balance conflicting resource and priority demands.

Skills: Market Analysis, Investment Strategy, Economic Research, Publication Writing, Public Speaking, Team Leadership, Stakeholder Relations, Priority Management

• Support the Head of Net Zero Solutions in implementing the organization’s net zero strategy.
• Support the development of the net zero roadmap and provide input to help commercialise the net zero proposition.
• Undertake bespoke analysis of climate-related data, contribute to reports, and work with internal stakeholders to increase dissemination and uptake of outputs.
• Keep up to date with external developments, new knowledge, and initiatives on climate change, prepare briefings, and undertake reviews to inform discussions and planning.
• Provide climate-focused input and support for asset allocation and other relevant research that drives investment decisions.
• Work in partnership with other internal teams undertaking work relevant to the net zero strategy and with external consultants.
• Scope, project-manage, and drive relevant work and engage effectively with stakeholders and contributors.
• Ensure all output, internal or external, is of high quality and produced promptly.
• Engage with the relevant teams and individuals to ensure timely delivery.

Skills: Net-Zero Strategy, Climate Data Analysis, Climate Research, Market Awareness, Asset Allocation Support, Cross-Team Collaboration, Project Management, Stakeholder Engagement

• Lead client interactions to maintain existing relationships and generate new business for Charitable Asset Management clients.
• Collaborate closely with other Investment Strategists, Client Executives, the Tactical Asset Allocation team, and clients.
• Help design client-specific strategic asset allocation plans tailored to long-term objectives.
• Consult with clients on investment strategy to ensure alignment with their goals and constraints.
• Provide insights on market developments that may influence portfolio positioning.
• Review investment manager performance and communicate key findings to clients.
• Maintain ongoing periodic contact as each investment plan is executed.
• Support clients throughout the implementation process to ensure transparency and continuity.

Skills: Client Relationship Management, Strategic Asset Allocation, Investment Consulting, Market Insights, Performance Review, Cross-Team Collaboration, Client Communication, Implementation Support

• Actively engage in the full lifecycle of a systematic investment strategy or index, covering idea origination, investment strategy design, and underlying index development.
• Reconcile index compositions with index providers during index rebalancing and contribute to building an end-to-end process around index maintenance.
• Streamline data feeds and automate existing processes.
• Originate ideas based on client feedback, market research, and internal discussions to support the expansion of the ETF business.
• Work with the product development and legal teams to conduct periodic index due diligence, prepare fund supplements and product prospectuses, and provide ongoing support.
• Develop models to illustrate the performance and risk characteristics of funds, indices, and strategies.
• Develop tools to assist management teams in monitoring and assessing the performance of the business and its products.
• Integrate the use of quantitative models into distribution and product development efforts to address client queries, conduct ad hoc analysis, and deliver tailored solutions.

Skills: Systematic Strategy Design, Index Maintenance, Process Automation, Product Development Support, Quant Modeling, Performance Analysis, Data Tools Development, Client-Focused Solutions

• Provide ongoing updates that explain the investment philosophy, process, and performance of specific products within designated asset classes.
• Develop models, theses, and insights that shape key strategic decisions and guide portfolio construction.
• Lead the recruitment of team members who can contribute effectively to the investment strategist function.
• Direct and motivate the team to maximize individual contributions and professional development.
• Foster strong collaboration to ensure the team operates cohesively and efficiently.
• Oversee the investment strategist function by managing a supervised team responsible for delivering high-quality insights.
• Drive a proactive investment strategy that strengthens communication efforts with both clients and prospects.
• Ensure the team has the resources and capabilities needed to execute strategies successfully.
• Maintain responsibility for regulatory and jurisdictional matters related to the team’s activities.
• Support entity governance requirements by serving as a primary interface with relevant oversight bodies.

Skills: Investment Communication, Portfolio Insights, Talent Recruitment, Team Leadership, Cross-Team Collaboration, Strategy Oversight, Client Engagement, Governance Compliance

• Meet with clients, prospects, and internal constituencies to explain investment philosophy, process, and performance of investment solutions.
• Write thought leadership pieces on various investing topics and positioning pieces for the firm’s strategies.
• Provide timely delivery of high-quality communications, both written and oral, which cover investment solution features and performance, along with current market outlooks and analyses.
• Prepare client materials, product reviews, market updates, and other timely research projects that can be shared with business development, intermediaries, and clients.
• Act as a gatekeeper for investment product information as well as for investment teams, managing external requests on their behalf.
• Partner with portfolio managers and product teams to develop, research, and refine investment solutions for the platform.
• Work with support partners in technology to resolve issues related to exceptions, accounting issues, or data discrepancies to ensure portfolio management information is accurate.
• Maintain portfolio management tools used to analyze and research investment solutions used on the platform.

Skills: Client Communication, Thought Leadership, Investment Writing, Market Analysis, Product Knowledge, Solution Development, Issue Resolution, Tool Maintenance

• Research investment themes and write industry thought leadership on developments relating to the macro-economy, markets, and asset classes, and other wealth management topics for the CIO's regular weekly, monthly, and quarterly publications.
• Follow market developments and be proactive in informing senior leaders, advisors, and clients on important issues and recommendations for investment strategies.
• Eventually, speak on national and regional conference calls and give presentations to clients and advisors on the CIO’s market views.
• Contribute analysis and insights on equities, fixed income, and alternative investments to the GWIM Investment Strategy Committee.
• Develop, organize, and maintain data spreadsheets that feed into CIO publications.
• Take ownership of certain publications, like the CIO chartbook.
• Create and maintain marketing presentations for senior members.
• Maintain the CIO Office implementation guides in coordination with Marketing and the Due Diligence group.
• Be the spokesperson for the CIO Office to internal partners, such as various product groups.

Skills: Macro Research, Thought Leadership, Market Communication, Investment Analysis, Data Management, Publication Ownership, Presentation Development, Internal Partnership

• Participate in and contribute to the creation and management of a multi-asset investment strategy and the house view.
• Contribute to the investment strategy for short, medium, and long-term investments, along with the responsibility to publish market commentary.
• Publish marketing materials and share them with internal and external private, family-office, and institutional clients.
• Lead the coverage of the Fixed Income space, including corporate and government bonds.
• Build investment strategies for private banking clients.
• Conduct presentations to private and institutional clients as well as internal partners such as Relationship Managers, Investment Consultants, and Investment Solutions teams to contribute to the successful marketing of the house view.
• Contribute to global investment views along with regional colleagues.
• Support the shaping of the house view.
• Guide clients through investment opportunities aligned with market strategy.
• Collaborate across teams to ensure alignment in strategic messaging and investment direction.

Skills: Multi-Asset Strategy, Market Commentary, Marketing Materials, Fixed Income Expertise, Client Strategy, Presentation Skills, Global Collaboration, Strategic Alignment

• Conduct research and analysis of the economic and financial market outlook to support firm-wide investment strategy and asset allocation using quantitative wealth management models, and develop prototypes to hand over to developers.
• Develop thought leadership and materials to articulate the firm’s investment and economic views.
• Partner with the investment teams on portfolio analysis and views for individual strategies.
• Coach, support, train, and educate Senior Investment Consultants, Portfolio Managers, Private Investment Consultants, Bankers, and Advisors on the rationale for each asset class investment category.
• Educate client-facing professionals and clients on key economic, financial market, and portfolio strategy topics to contribute to investment decisions.
• Communicate to clients and advisors performance across asset allocation and individual strategies.
• Develop written and verbal narratives relating to asset allocation decisions from the Investment Committee and consistently present to all groups.
• Understand and discuss investment offerings and explain them within the context of portfolios.
• Serve as a primary spokesman for the investment team to internal and external audiences.
• Respond to client-driven questions on economics, markets, and portfolios.
• Regularly present to advisors, clients, and prospective clients through national and regional webinars, in-person events, and one-on-one meetings.
• Support distribution teams with thorough, detailed, and timely responses, and participate in training efforts.
• Support the development of the investment platform through a variety of special projects.
• Work closely with investment professionals for all new client opportunities and existing clients with less than a specified total account AUM.

Skills: Economic Research, Market Analysis, Portfolio Insights, Investment Education, Client Communication, Asset Allocation Narratives, Public Speaking, Cross-Team Collaboration

• Progress in earning an advanced certification, such as CFA.
• Must have Series 65.
• Proven investment experience.
• Strong commitment to delivering a good client experience for internal and external customers.
• Knowledge of investments and vehicles (SMA, MF, ETF), and Deep Fixed Income expertise.
• Ability to consultatively position a complex and diverse set of investment solutions.
• Highly organized with a strong attention to detail.
• Excellent communication and proven presentation skills.
• Experience working with investment software such as FactSet, Morningstar, and Bloomberg.
• Ability to identify and resolve/escalate problems.
• Ability to work independently and collaborate with others effectively and professionally.

Qualifications: BS in Economics with 3 years of Experience

• CFA, CIMA, actuarial or equivalent professional qualifications (or studying towards) or equivalent experience.
• Considerable experience in the investment industry, e.g., consulting, investment management, investment marketing, or asset owner community.
• Knowledge and skills in some or all areas of investment consulting, capital market analysis, and investment management.
• Excellent oral and written communication skills with demonstrated ability to summarise complex information concisely and cohesively.
• Ability to initiate and adopt innovative and creative approaches to analysing and developing solutions to old, new, and changing investment challenges.
• Knowledge of and the ability to be conversant on a wide range of investment management topics, including asset allocation, investment strategy, and active management.
• Maturity and professional experience to interact and consult effectively with internal professional staff, clients, and other outside parties on an independent basis.
• Can effectively debate and subsequently influence internally and externally at all levels.
• Ability to build relationships internally and externally, as well as leverage the Company’s existing strengths to initiate and close new client relationships.
• Excellent project management and organisational skills with the ability to work on multiple projects simultaneously.
• Superior numerical and verbal critical reasoning skills with strong analytical skills and the ability to think laterally and strategically.
• Strong attention to detail and high accuracy in all work.

Qualifications: BA in Economics and Finance with 6 years of Experience

• FINRA Series 7+ 66 licenses, or a CFA.
• Experience in the Financial Services Industry or investment research, banking, or financial operations.
• Solid understanding of the brand image.
• Strong background and/or interest in investment research and management, and investment communications.
• Strong knowledge of a wide variety of asset classes (stocks, ETFs, bonds, commodities, derivatives, among others).
• Solid foundation in economics and macro drivers of asset markets.
• Self-motivated, highly detail-oriented, intellectually curious, and able to multitask.
• Able to exercise independent thought and judgment and adapt to new tasks with little notice.
• Must have excellent communication skills, both written and verbal.
• A strong desire to educate individual investors.
• Strong spreadsheet skills and must be an expert in MS Excel and MS PowerPoint.
• Advanced skills in VBA, Tableau, Power BI, and Python.

Qualifications: BS in Finance with 4 years of Experience

• Qualifications across the Chartered Financial Analyst (CFA).
• Working knowledge of Macroeconomic themes.
• Excellent understanding of Quantitative Analysis and statistics modelling with extensive experience, ideally in analysing equity, bond, or currency markets.
• Previous experience in Asset Allocations trades.
• Strong understanding of portfolio risk metrics, including tracking error, downside risk, and scenario-based sensitivity measures.
• Familiarity with ESG integration frameworks and sustainability-aligned investment methodologies.
• Knowledge of derivatives usage in portfolio construction, including hedging, overlays, and efficient implementation techniques.
• Experience conducting due diligence on third-party investment strategies to support platform inclusion and product enhancement decisions.
• Proven capability to solve complex problems using a rational approach and a technical and commercial approach to tasks.
• Effective leadership, stakeholder management, and mentoring skills.
• Ability to empathise with clients and client-facing colleagues.
• Exceptional communication and presentation skills.

Qualifications: BS in Investment Management with 7 years of Experience

• Strong knowledge of macroeconomic and financial market backdrop.
• High level of technical asset allocation expertise.
• Deep understanding of the technical underpinnings of the various approaches to asset allocation.
• Understanding of statistical approaches to estimation techniques and technical assumptions.
• Strong knowledge of asset allocation frameworks for different client types, including High/Ultra High Net Worth, Not For Profit, and endowment.
• Experience leading multi-asset portfolio reviews incorporating scenario analysis, stress testing, and client-specific risk profiling.
• Experience conducting detailed competitive analyses on investment products across global markets to support product positioning and development.
• Ability to present strategic investment insights to senior leadership and client advisory teams to inform decision-making and enhance advisory frameworks.
• Expertise in evaluating fund vehicles such as ETFs, mutual funds, SMAs, and alternative investments.
• Proficient in portfolio construction tools, optimization platforms, and investment analytics software.
• Exceptional verbal and written communication skills.
• Strong strategic thinking with the ability to synthesize broad information into cohesive, actionable recommendations.
• Proven success working in multidisciplinary teams across the investment lifecycle.

Qualifications: BS in Financial Engineering with 8 years of Experience

• Investment, portfolio strategy, and research experience in the finance industry, preferably in Private Banking/Private Wealth Management.
• A CFA qualification.
• Outstanding quantitative skills with prior experience in maintaining macro and market databases.
• Familiarity with risk budgeting methodologies and practical applications of portfolio risk decomposition.
• Understanding of capital markets transaction mechanics, including trade execution, settlement processes, and liquidity considerations.
• Experience in the development of thematic investment solutions by analyzing structural industry trends and market innovations.
• Experience coordinating with risk management teams to ensure strategy alignment with internal governance standards and oversight procedures.
• Able to design and improve portfolio reporting tools to enhance transparency and client understanding of performance drivers.
• Strong analytical judgment with the ability to balance detail-oriented research and high-level strategic conclusions.
• Proactive problem-solving mindset with the ability to anticipate issues and propose actionable solutions.
• Good verbal and written communication skills.
• Strong interpersonal skills to work with a diverse team and engage in collaboration.

Qualifications: BA in Business Economics with 5 years of Experience

• Previous experience in insurance solutions, ALM, or LDI roles.
• Understanding of Solvency II and insurance accounting regulations.
• Understanding of key asset classes (public, private, and derivatives) and their role in backing insurance liabilities.
• Understanding of the investment and hedging strategies of insurance companies, and how these are influenced by the type of liability, capital requirements, and other constraints.
• Experience with multi-asset portfolio strategy development by coordinating insights from macro research, quantitative teams, and product specialists.
• Experience in periodic strategic and tactical asset allocation reviews, providing data-driven recommendations to investment committees.
• Skilled in evaluating external managers across traditional and alternative strategies, including performance assessment and process evaluation.
• Understanding of risk-adjusted performance metrics, including Sharpe ratio, information ratio, drawdown analysis, and factor attribution.
• Familiarity with capital market implementation topics such as transaction costs, liquidity analysis, execution efficiency, and portfolio turnover management.
• Ability to synthesize complex research inputs into clear, actionable insights aligned with strategic investment objectives.
• Strong decision-making abilities.
• High adaptability in responding to shifting economic conditions, client needs, or organizational priorities.
• Strong communication and organizational skills.

Qualifications: BS in Quantitative Finance with 9 years of Experience

• Experience with Canadian markets and Canadian individual and institutional investors.
• Demonstrated interest in multi-asset strategy, including equities, fixed income, commodities, and FX.
• Experience with market data research systems (e.g., Bloomberg, FactSet, and Morningstar).
• Strong technical skills, including Advanced Excel modeling and PowerPoint skills.
• Experience with Matlab, SAS, Dataiku, or Python.
• Experience analyzing financial markets.
• Buy-side or sell-side experience.
• A CFA designation, Canadian Securities Course, Conduct and Practices Handbook Course, and Series 7 and 66.
• Strong attention to detail and analytical skills.
• Effective written and verbal communication skills.
• Entrepreneurial spirit and enthusiasm for a culture of ownership.
• Passion for gaining an understanding of financial markets and their key drivers.
• Thrive in a collaborative environment and exhibit strong interpersonal skills.
• Solid organizational skills and ability to work across multiple functions.
• Excellent problem-solving and analytical skills with strong business judgment.

Qualifications: BS in Actuarial Science with 6 years of Experience

• Experience in investment, holding, or willing to hold a CFA.
• Successful completion of FINRA Series 7, 63.
• Understanding of the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
• Experience collaborating with portfolio managers to translate macro, thematic, and tactical insights into implementable investment ideas for diverse client portfolios.
• Experience conducting periodic reviews of investment models to ensure alignment with strategic objectives and evolving market conditions.
• Able to support due diligence by reviewing performance, investment processes, and risk controls across traditional and alternative strategies.
• Strong critical-thinking mindset.
• Must be a self-starter with demonstrated ability to effectively prioritize multiple projects and have the willingness to take on additional responsibility.
• Outstanding copywriting and editorial skills, and must be able to take complex concepts and synthesize them concisely.
• Excellent interpersonal skills, including a strong ability to develop relationships and influence outcomes in large, globally complex matrix organizations.
• High adaptability in navigating shifting priorities, market volatility, or organizational changes.

Qualifications: BS in Data Analytics with 4 years of Experience

• Prior investment management and/or investment communication experience in a professional environment (obtained or in the process of earning the CFA designation).
• Deep knowledge of the investment landscape.
• Deep understanding of and alignment with proprietary investment philosophy, Principles-Based Investing (theoretically and practically).
• Understanding of the financial planning philosophy and biblical basis upon which Ronald Blue Trust serves its client base, and applies these principles in personal finances.
• Insight into behavioral factors that may impact clients.
• High conviction and ability to articulate the Company’s investment solutions.
• Ability to foster strong working relationships with the investment team and Advisors.
• Keen attention to detail and the ability to discreetly handle confidential data.
• Ability to make independent judgments as well as take direction from others.
• Strong communication skills, both verbal and written, with the ability to organize and express thoughts clearly and concisely.
• Proactive planning and responsiveness to urgent needs.
• Strong organization skills and systems acumen.
• Aptitude and passion for learning new things quickly, with a strong work ethic in an ever-changing environment.
• Excellent computer skills with strong proficiency in Microsoft Excel, Word, and PowerPoint.

Qualifications: BS in Accounting with 3 years of Experience