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Investment Management

Investment Strategist

Boston, MA

About the Role

Global Advisers is seeking a Investment Strategist in Boston, MA to develop asset-allocation views, portfolio themes, and investment communications that connect market research with practical portfolio decisions for advisors and clients. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.

Responsibilities

  • Translate macroeconomic, market, and valuation research into portfolio implications and asset-allocation recommendations.
  • Prepare investment outlooks, strategy notes, advisor briefings, and client-ready market communications.
  • Evaluate equity, fixed-income, cash, and alternative investment opportunities within portfolio objectives.
  • Work with portfolio managers and research professionals to test assumptions and monitor risks.
  • Support advisor teams during periods of market stress with concise, evidence-based analysis.
  • Maintain clear documentation of investment views, risks, and changes in conviction.

Qualifications

  • Bachelor's degree in finance, economics, mathematics, statistics, or a related field.
  • Four or more years of investment strategy, research, portfolio management, or capital-markets experience.
  • Strong analytical writing and presentation skills.
  • Ability to synthesize complex market information into clear portfolio implications.
  • Strong command of investment concepts, valuation, and risk.

Preferred Qualifications

  • CFA® charter or advanced degree.
  • Experience presenting investment views to clients, advisors, or investment committees.

Skills for This Role

Asset Allocation, Market Research, Macroeconomic Research, Investment Research Writing, Scenario Analysis, Portfolio Construction, Data Analysis, Presentation Skills

How We Evaluate Candidates

Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.

Employment Notices

Equal Employment Opportunity

Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.

Reasonable Accommodation

Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.

Employment Information

Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.