Investment Strategy and Analysis Lead

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are:

• Integrity.  We act in the best interests of others by providing an honest, consistent experience for our clients and team. 
• Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team.
• Teamwork. We subordinate our egos to work together for the benefit of our clients. 

Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations.

Summary of the position

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. 

Responsibilities

Investment Analysis and Review

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

Development of Investment Themes

• 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.

Client Reporting and Communication

• 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.

Single Stock Position Analysis

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

Sourcing New Investment Opportunities

• 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.

Required Skills/Experience

• 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

Preferred Skills/Experience

• CFA required

Competencies

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