Investment Strategy and Analysis Lead

Full Time Professional Berwyn, PA, US

The Investment Strategy and Analysis Lead will play a critical role in supporting the Principal and Senior Strategic Advisor. This individual will leverage their expertise to evaluate and analyze investment opportunities for Sentinel clients. The position requires a blend of strategic thinking, investment research, and communication skills to help shape client portfolios and deliver exceptional investment insights.

• Conduct in-depth due diligence on potential investments, including equities, alternatives, and other asset classes – assessing risk, return potential and strategic fit.

• Research and develop forward-looking investment themes and strategies tailored to client needs.
• Collaborate with the Research Team to generate new ideas and opportunities aligned with emerging market trends and evolving client goals.

• Produce high-quality memos, reports, and presentations on investment opportunities, themes, and strategies into clear, actionable insights for clients.
• Clearly communicate complex investment ideas and recommendations in a concise, client-friendly manner.

• Analyze and provide actionable insights on single-stock positions held by Sentinel clients.
• Develop strategies to optimize client portfolios, balancing risk and return objectives.

• Highly valued Research Team member asked to identify and evaluate emerging opportunities across various markets and asset classes.
• Establish and maintain relationships with key industry stakeholders to stay informed on the latest market trends and investment opportunities.

• 5+ years of experience in investment analysis, portfolio management, or a closely related role ideally serving Sentinel clients.
• Strong analytical and research skills with the ability to interpret complex financial data and equity valuation modeling.
• Exceptional written and verbal communication skills, including the ability to produce high-quality client-facing materials.
• Solid understanding of global markets, investment strategies, and asset classes.
• Collaborative mindset with a demonstrated ability to work effectively with cross-functional teams.
• Advanced proficiency in PowerPoint and financial modeling tools.

• CFA required

• Financial modeling and equity valuation
• Forward-looking scenario analysis
• High attention to detail
• Stakeholder relationship building
• Persuasive storytelling with data