WHAT DOES AN INVESTMENT STRATEGIST DO?
Published: Nov 24, 2025 - The Investment Strategist supports business growth by conducting market research, driving business development initiatives, and managing bid processes for key strategic opportunities. This role involves delivering investment advisory services, including risk budgeting, asset allocation, governance, and manager selection, while integrating the firm’s best portfolio construction ideas to enhance client outcomes. The Strategist also contributes to thought leadership, collaborates with global teams, and identifies process improvements to strengthen efficiency and team culture.
A Review of Professional Skills and Functions for Investment Strategist
1. Investment Strategist Accountabilities
- Capital Markets: Understand the capital markets, wealth management, and asset management products across fixed income, equity, hedge funds, private equity, and/or real assets.
- Investment Strategy: Create and deliver investment strategy content in collaboration with Product Management, the Portfolio Solutions Group, and Investment Boutiques, and craft messaging for focus products.
- Risk Analytics: Serve as the primary point of contact on the risk analytics tool, including inputting securities, building model portfolios, and offering preliminary findings to senior investment strategists.
- Cross-Functional Work: Build strong partnerships across the organization to create and manage content, copy, and executional oversight of core product print and digital marketing communications.
- Content Creation: Research, write, edit, and publish materials for the sales team, tying all investment messaging to investment insights that address client needs.
- Marketing Planning: Build and maintain marketing plans for thematic, asset-class, or fund-specific campaigns.
- Product Messaging: Provide product messaging and alignment to channel marketing plans, promotions, and campaigns.
- Media Innovation: Experiment with different media in collaboration with Marketing partners to produce relevant, differentiated content that better positions investment capabilities with clients.
- Stakeholder Input: Solicit and incorporate feedback from a large group of stakeholders across the firm to refine product stories and support accessibility of sales materials.
2. Investment Strategist Functions
- Team Operations: Operate within a team responsible for the full range of investment strategies.
- Process Enhancements: Support the ongoing evolution of investment processes by contributing to research and enhancements.
- Equity Expertise: Develop expertise in systematic equity investing, beginning with a focus on developed and U.S. markets.
- Content Development: Assist in creating product-specific content such as webinars, commentaries, white papers, and presentation materials.
- Clear Communication: Ensure that all written materials clearly communicate product value and investment insights.
- Committee Participation: Participate in Investment Committee meetings for the assigned products to stay aligned with the strategic direction.
- Sales Support: Support sales teams working with high-net-worth, institutional, and international clients.
- Client Collaboration: Collaborate with client service teams to address product questions and provide investment-related context.
- Market Intelligence: Deliver market and competitor intelligence to Product Management to guide product positioning.
- Custom Analysis: Oversee custom analyses to meet specialized client, product, or research needs.
3. Investment Strategist Job Description
- Wealth Solutions: Work as part of a Wealth Advisor Team to design customized investment solutions using a strong understanding of financial markets and asset allocation models.
- Report Preparation: Assist in preparing tailored reports for the team on both a scheduled and ad hoc basis.
- Portfolio Analysis: Analyze portfolio characteristics and performance to support client review discussions.
- Presentation Development: Develop presentations and proposal materials for meetings with prospective clients.
- Manager Research: Participate in manager research and contribute to ongoing due diligence efforts.
- Macroeconomic Research: Conduct macroeconomic research to support broader investment perspectives.
- Tactical Views: Help articulate the firm’s cross-asset tactical views across multiple communication formats.
- Whitepaper Contribution: Contribute to whitepapers that explain market themes and portfolio implications.
- Blog Content: Support the creation of blog content that highlights timely investment insights.
- Message Clarity: Enhance presentations by translating complex macro concepts into clear and actionable messaging.
4. Investment Strategist Overview
- Strategy Collaboration: Collaborate with investment teams and other groups across the organization to support cohesive strategy development.
- Strategy Delivery: Deliver well-structured investment strategy ideas to both internal stakeholders and external clients.
- Market Monitoring: Monitor global economic conditions and market dynamics to identify trends that influence investment opportunities.
- Macro Research: Conduct independent macroeconomic research with minimal supervision to strengthen the firm’s thematic outlook.
- Macro Writing: Produce written materials that clearly articulate the broader macro backdrop guiding investment decisions.
- View Communication: Communicate market and economic views to internal and external business groups.
- Macroeconomic Knowledge: Apply strong knowledge of macroeconomic concepts and principles to interpret complex developments.
- Insight Generation: Provide insights that enhance decision-making across investment teams.
- Public Speaking: Speak publicly on behalf of the Director of Macro Strategy.
5. Investment Strategist Details and Accountabilities
- Team Participation: Be an engaged and active participant of the Cryptoeconomics & Investments team and contribute to NFT markets analysis.
- NFT Analysis: Provide the investment team with an analysis of the current NFT landscape based on fundamental and sentiment metrics.
- Opportunity Identification: Identify actionable NFT opportunities for investment, backed by qualitative and quantitative evidence.
- Community Familiarity: Demonstrate familiarity with the NFT community, including knowledge of successful projects in the industry and their market approaches.
- Risk Communication: Understand and communicate the risks and exposure management in the NFT space to internal and external audiences.
- Cultural Insight: Maintain a view on both cultural signaling and artistic merit, including rarities, distribution curves, community aspects, and DAOs.
- Global Collaboration: Join a globally distributed team, offering the unique opportunity to work with people from across six continents.
- Work Flexibility: Enjoy unlimited vacation and holidays to recharge and reset, with additional "zero productivity" days for full company-wide rest.
- Career Leverage: Leverage the experience of working at a leading blockchain organization as a strong career reference in the blockchain and Web3 ecosystem.
- Crypto Network: Join a network of entrepreneurs and technologists that extends across the global crypto ecosystem.
6. Investment Strategist Tasks
- Quantitative Solutions: Solve and innovate business problems related to assets, liabilities, and investments through rigorous quantitative approaches.
- Impact Modeling: Model and quantify impacts related to sensitivities around interest rates, capital requirements, credit, alternative assets, and others.
- Risk Management: Apply risk management techniques and procedures to operate within the company’s risk management framework.
- Data Analysis: Gather and analyze market data, portfolio composition, and statistics to develop/use models to simulate portfolio impacts.
- Modeling Integration: Apply and integrate statistical, mathematical, predictive modeling, and business analytics skills to manage and manipulate complex data from a variety of sources.
- Market Interpretation: Interpret market-related impacts on the investment portfolio and solutions.
- Model Judgment: Apply judgment and assess the materiality of modeling choices in a defensible manner.
- Presentation Support: Assist in the preparation of presentations intended for broad audiences, including senior leaders.
- Sustainable Transition: Contribute to the transition to a sustainable portfolio through an understanding of constraints and asset selection.
7. Investment Strategist Roles
- Provider Management: Manage the firm’s relationships with alternative investment providers to ensure strong and effective partnerships.
- Strategy Support: Support the development of an investment strategy for the firm’s largest individual client relationships.
- Allocation Analysis: Create and maintain asset allocation analyses for both existing clients and prospective clients.
- Tech Oversight: Oversee portfolio analytics technology, including reporting systems and the client portal.
- Primary Liaison: Act as the primary point of contact for all interactions with alternative investment providers.
- Info Coordination: Coordinate information flow to keep internal teams informed about alternative strategy updates.
- Client Engagement: Participate in client and prospect meetings to explain portfolio insights and strategic recommendations.
- Committee Participation: Attend investment committee meetings to contribute analysis and support decision-making.
8. Senior Investment Strategist Duties
- Content Creation: Create written content to be used in various formats (blogs, emails, social media, etc.).
- Market Reporting: Write regular reports and thematic reports on market events impacting different asset classes.
- Outlook Support: Support the creation of a compelling investment outlook, content, and education offering.
- Financial Analysis: Perform financial analysis on the market, sectors, ETFs, stocks, and the economy.
- Database Development: Develop databases (Excel, etc.) integral to creating differentiated research.
- Creative Delivery: Explore ways to deliver content in creative, snackable ways by leveraging emerging technologies and digital interactions.
- Content Planning: Create and manage a calendar for content output.
- Strategy Leadership: Lead strategy meetings with cross-functional partners.
- Committee Participation: Participate in Investment Policy Committee meetings.
- Speaker Sourcing: Source digital conference speakers and manage the digital conference process.
- Presentation Delivery: Create and deliver presentations to all levels of the organization.
- Team Coordination: Manage relationships with cross-functional teams, as well as maintain a database for tracking the team’s KPIs.
- Blog Updates: Update blog articles.
- Compliance Liaison: Maintain and liaise with compliance.
9. Investment Strategist Additional Details
- Asset Allocation: Contribute to global asset allocation decisions.
- Strategy Reporting: Contribute to monthly regional and global strategy reports, as well as semi-annual outlook reports.
- Opportunity Identification: Identify short and long-term investment opportunities across asset classes, including equity, fixed income, FX, traditional, and alternative funds for the bank's investors in the region and for presenting, commenting, and writing about such opportunities in diverse forums.
- Market Commentary: Provide daily market commentaries and topical strategy bulletins.
- Strategy Communication: Communicate global strategy views to the internal audience by conducting morning sales meetings, attending team meetings, participating in product development, and contributing to strategy content in other regions.
- Media Engagement: Engage with the media to demonstrate the bank's thought leadership.
- Client Engagement: Meet with regional clients and speak at client events/calls.
- Client Support: Follow up with client requests and conduct regular updates.
10. Investment Strategist Essential Functions
- Client ESG Lead: Engage with clients as the primary client-facing ESG expert.
- ESG Representation: Represent the firm’s ESG investment capabilities with clients across investments, research, investment strategies, and reporting and analytics.
- Client Guidance: Guide clients along their ESG journey, from basic education to evolving regulations and bespoke ESG solution development.
- Policy Expertise: Serve as a subject matter expert on ESG industry policies and regulations, staying attuned to the evolving landscape and implications for ESG efforts.
- Product Knowledge: Be conversant across all ESG investment products, including ESG-specific offerings and the ESG philosophies of various investment teams.
- Pipeline Development: Partner with the Institutional Client Group to build and advance the ESG pipeline, identify high-priority opportunities, and design client engagement plans.
- ESG Collaboration: Collaborate with ESG partners and maintain strong relationships across global ESG peers, investments, sales, regulatory, marketing, and product teams.
- ESG RFP Oversight: Oversee the ESG RFP and DDQ process, provide subject matter input, and ensure answers are accurate, current, and consistent.
- Thought Leadership: Contribute to the ESG thought leadership platform and shape the research agenda on key ESG topics and trends.
- Industry Representation: Represent the firm at major ESG industry events and conferences.
11. Investment Strategist Role Purpose
- Growth Support: Support the growth function, including business development and marketing, and work with senior strategists for the investments business by conducting research and engaging in various market segments such as insurance, not-for-profit, and wealth.
- Biz Development: Undertake business development activities, including initiating contact with prospects identified as strategic priorities for the business.
- Bid Management: Own the relationship and coordinate all aspects of the bid process when a new business opportunity presents itself.
- Investment Services: Deliver services such as advice on risk budgeting, asset allocation and investment policy, investment governance, portfolio configuration, and investment manager selection and monitoring.
- Portfolio Construction: Work to incorporate the firm’s best ideas and thinking on investment portfolio construction into client portfolios to improve investment outcomes.
- Thought Leadership: Contribute to the organization’s thought leadership and research.
- Culture Support: Support and enhance a culture of respect, inclusion, trust, and teamwork across the practice.
- Team Collaboration: Collaborate effectively with local and offshore associates to deliver optimal client solutions.
- Process Improvement: Identify and communicate process improvements to enhance working efficiency.
12. Senior Investment Strategist General Responsibilities
- Equity Expertise: Serve as an expert on the equity philosophy, investment process, product platform, and competitive landscape.
- Team Spokesperson: Become a spokesperson for specific investment teams with the ability to present a deep understanding of the investment process and market outlook while advocating for the services.
- Material Development: Develop materials and articulate portfolio positions, performance, and competitive product positioning with conviction.
- Message Collaboration: Collaborate on the creation of client servicing and prospecting messages as well as thought leadership.
- Client Feedback: Provide feedback to the investment team and business development team on client sentiment.
- Sales Support: Serve as the first point of contact for global sales for specific products while maintaining broad equity strategy knowledge.
- Sales Ideation: Continually create new sales ideas and ways to advocate for the product, such as blog posts and thought leadership pieces.
- Strategy Alignment: Understand region and channel strategies to communicate priorities to the broader team and investment management.
- BD Partnership: Partner with the broader business development team to leverage knowledge and ensure consistent messaging.
- Product Collaboration: Collaborate with global product management to define focus areas, BD initiatives, training needs, and develop target lists, consultant engagement, and home-office strategies.
- RFP Support: Collaborate with portfolio managers to create and improve RFP language, assist with and review RFPs, and answer advisor and relationship manager questions on specific sales opportunities.
- Product Development: Partner with product development on new products or enhancements to existing products for various regions and channels.
- Materials Maintenance: Review and update prospecting decks, fact sheets, and product overviews, partnering with the data team to ensure accuracy of information.
- RFP Alignment: Partner with the RFP team to ensure consistent implementation of strategy positioning and language, and review and update RFP language and performance composites.
13. Investment Strategist Key Accountabilities
- Investment Contribution: Contribute to the investment process in the regional wealth and private banking division.
- Strategy Support: Support the Regional Chief Investment Officers in developing regional investment strategies across all asset classes.
- Equity Research: Use academic and external research to conduct top-down equity market and industry research for the regional investment committee.
- Cross-Asset Work: Contribute to cross-asset collaboration in High Conviction Products planning and in weekly and monthly investment performance tracking and analysis.
- Content Development: Build regional asset allocation, local investment, and thematic content.
- Insight Production: Contribute to daily, weekly, and monthly investment insights, serving as the main contributor for Daily Investment Insights and Investment Daily.
- Sales Alignment: Work closely with Sales Management to support the advisory platform in alignment with the CIO SAA/TAA framework.
- Theme Generation: Leverage global research to produce region-focused High Conviction Themes and product ideas that support investment revenue growth.
- Macro Analysis: Identify and analyze macro and thematic trends globally, locally, and in emerging markets to meet regional client needs.
- Idea Generation: Generate macro-driven ideas and themes at the country, industry, or trend level to support local trading needs.
- Alpha Ideas: Produce alpha-generating, actionable investment ideas for medium to long-term investments across sectors and geographies.
- Exposure Building: Identify structural growth sources, assess investment implications, and build exposure via single stocks, ETFs, and long-only funds.
14. Investment Strategist Roles and Details
- CIO Marketing: Support Regional Chief Investment Officers in delivering internal marketing of CIO views and High Conviction Themes to frontline colleagues.
- Client Acquisition: Support direct client servicing, pitches, prospecting events, and meetings to drive new asset generation and client acquisition.
- Bespoke Advisory: Support bespoke advisory services for UHNW and Family Office clients on portfolio strategy, asset allocation, and investment analysis, responding to tailored market and policy requests.
- Content Creation: Contribute to content for client events, CIO presentations, and media communication.
- Digital Collateral: Enhance multimedia and digital CIO marketing collaterals to promote house views and increase High Conviction Theme penetration.
- Digital CIO Support: Provide content for digital CIO offerings including webinars, videos, podcasts, and social media campaigns.
- Equity Insights: Leverage CIO content and High Conviction Themes to serve wider client segments and contribute equity insights for active trading clients.
- Global Coordination: Work with global and regional CIO and insights teams to centralize macro content production and enhance multimedia collaboration for publications, videos, podcasts, and events.
- Content Standardization: Support centralizing content production and standardizing presentation templates to align the look and feel of CIO content.
- RM Training: Provide training and investment education to relationship managers on SAA/TAA, investment themes, and product fulfilment ideas.
- ESG Leadership: Support the Regional CIOs in building thought leadership on sustainability and ESG investing.
- ESG Strategy: Support sustainable investment strategy and ESG revenue growth through cross-asset collaboration and ESG fulfilment planning.
- Content Consistency: Ensure consistent delivery of CIO-aligned content across all client segments and communication platforms.