Job Title:
Job Type:
Days/Hours:
Start Date:
Investment Strategy Analyst/Sr. Analyst
Full Time
Monday-Friday 8:00am-5:00pm
July 10th
Company Description:
Pathstone Federal Street is an independent, employee- and family- owned advisory firm that
offers multigenerational families and institutions strategic wealth management and customized
investment services. With professionals having decades of experience, we employ an advocacyfocused model that empowers our clients to define and achieve their unique long-term goals and
support their legacy. The firm has a long history of providing integrated family office services and
a long-respected internal third-party manager research and due diligence process, and leadership
in sustainable and impact investing. We are seeking to add a motivated and talented individual to
work with the Managing Director of Strategy to develop and communicate our strategic and
tactical portfolio positioning.
Job Description/Responsibilities:
The Strategy team, one of the verticals within Pathstone’s Research Group, is responsible for
presenting its allocation recommendations to the Investment Committee for approval and for
further dissemination in support of our advisor teams managing client portfolios. The team will be
evaluated on both the success of its allocation decisions and on its contribution to the broader
firm efforts in business development and ongoing client service. These objectives require sound
investment decision making in addition to outstanding, proactive written and verbal
communication. The candidate will have a broad range of responsibilities including: research and
analyze economic and market data; prepare reports that inform asset allocation decisions; manage
the Strategy Subcommittee calendar and meeting agendas; work with the MD of Strategy to
determine tactical portfolio shift recommendations; and collaborate with the manager research
teams on portfolio implementation.
Qualifications:
A Bachelor’s degree, a minimum of three-years professional experience and a passion for
investments is required. We are looking for a candidate with:
 Unwavering integrity;
 A conscientious pursuit of excellence;
 A passion for learning;
 Effective communication skills, both verbally and in writing;
 An ability to adapt to change;
 Experience working as part of a team;
 Sound technical skills related to math/statistics.
How to Apply:
Please submit your resume and a writing sample that discusses a favorite book you have read
and how it has impacted your life (2 pages maximum for writing sample).
- No Phone Calls Please! [email protected]