What are the responsibilities and job description for the Market Strategist - Level 1 position at Ned Davis Research?
Role Type: Market Strategist – Level 1
Business Line: Ned Davis Research
Role Location: Hybrid, Sarasota FL
About Ned Davis Research (“NDR”)
NDR is one of the leading independent investment research companies in North America, and is owned by Delinian Ltd, a portfolio company of Private Equity firm, Epiris. NDR’s offering includes, subscription investment research, platform tools, charting indicators, custom research and both standardized and bespoke model portfolios. Further details on NDR’s unique investment methodology and process, can be found via clicking on the following link, NDR – about us.
The Role
In this role, the Market Strategist – Level 1 at NDR supports the development and communication of investment strategies across asset classes. Working closely with senior strategists and research teams, this individual will assist in synthesizing macroeconomic, fundamental, technical, and quantitative insights into clear, data-backed perspectives. This is a great opportunity for someone early in their career to gain exposure to institutional research, asset allocation strategy, and thought leadership in financial markets, with a potential career path towards a senior strategist role.
Key Responsibilities:
- Strategy Support: Assist in developing market outlooks and investment themes by leveraging NDR’s proprietary models and research.
- Cross-Asset Research Integration: Support the integration of research from different teams (macro, technical, quantitative) to help create cohesive investment narratives.
- Content Creation: Help draft strategy notes, charts, and presentation materials used in client communications and marketing efforts.
- Market Monitoring: Stay up to date with economic data releases, market trends, and geopolitical developments to support strategic content.
- Internal Collaboration: Work closely with senior strategists, sales, and marketing to ensure alignment on messaging and client needs.
- Data Analysis: Conduct basic quantitative analysis using NDR’s tools to support investment recommendations.
Qualifications:
- Education: Bachelor’s degree in Finance, Economics, or a related field. An advanced degree and/or pursuit of CFA designation is a plus.
- Experience: 2-3 years of experience in a financial, research, or investment-related role (e.g., research assistant, analyst, investment associate).
- Communication Skills: Strong written and verbal communication skills; able to work both individually and with a team. Strong presentation skills (1:1 with clients and in group settings)
- Curiosity and Initiative: A passion for financial markets, desire to learn from experienced strategists, and initiative to create unique, original content.
- Technical Skills: Proficiency in Excel, PowerPoint, and financial data platforms analysis tools. Proficiency in basic quantitative tools (Bloomberg, FactSet, Python, R, etc) are preferred.
Preferences:
- Experience: Candidates with experience in either private/alternative markets or in strategic asset allocation (consulting).
We offer a competitive compensation package which empowers our employees to thrive both professionally and personally. Our benefits package includes medical, dental and vision coverage, 401K retirement plan, flexible work arrangements, vacation time & paid holidays, tuition reimbursement & learning resources. In addition to the base salary, the total compensation for this role includes a generous commission structure administered at the sole discretion of the Company.
NDR provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.