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Associate, Custom Models Solution Business; CMS Client Portfolio Manager, Multi-Asset Strategi

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: CFA Institute
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Economics, Financial Analyst, Data Scientist
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Associate, Custom Models Solution Business (CMS) Client Portfolio Manager, Multi-Asset Strategi[...]

A macro researcher who synthesizes global economic trends, political developments, and market dynamics into clear investment insights. You will shape our international equity strategies by guiding country, sector, and thematic positioning from a top-down perspective—not stock picking. As part of the research team, you’ll collaborate with portfolio managers to assess global risks and opportunities, identify secular growth trends, and translate research into actionable recommendations that inform portfolio construction and articulate our investment narrative internally and externally.

This role suits a systems thinker who can cut through complexity and communicate clearly.

Responsibilities
  • Generate top-down insights on global markets via macroeconomic, thematic, and geopolitical research
  • Evaluate country, sector, and thematic opportunities across non-U.S. equities
  • Present findings and recommendations to the investment team, aiding portfolio positioning
  • Monitor global developments—economic data, policy shifts, market changes—and deliver timely, actionable insights
  • Contribute to internal research publications and investment communications
  • Collaborate across research, trading, client service, and quantitative teams to support implementation
Requirements
  • 5–10 years in macro research, global strategy, or thematic investing
  • Deep understanding of economic, political, and financial drivers of global markets
  • Strong written and verbal communication skills, able to distill complex ideas into clear research and presentations
  • Collaborative mindset with the ability to contribute to team discussions and portfolio decisions
  • Advanced Excel skills; experience with Bloomberg, Fact Set, or similar platforms
  • Bachelor’s degree required
  • Completion of a written and verbal assessment as part of the interview process
Preferred
  • Experience with international equity investing, global macro investing, sell-side strategy, or cross-country/cross-sector equity research
  • Familiarity with programming/data tools (R, Python, SQL)
  • Knowledge of equity valuation, quantitative factors, or portfolio construction
  • CFA designation or progress toward it
  • Master’s degree in finance, economics, or related field
Location & Travel
  • Hybrid position based in the San Francisco Bay Area
  • Travel as required
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Position Requirements
10+ Years work experience
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