Investment Strategist

Grand Rapids, MI
Investments/Strategies
Full Time
FormulaFolios is a rapidly growing asset management company that helps fiduciary financial
advisors better serve their clients. We deliver goal-based financial planning and automated
portfolio management focused on the client’s long-term goals. We believe in Doing Good - for
our clients and partners, our employees, and our community. We strive to not only have a
positive impact on our clients' lives but also to be socially and environmentally conscious so
that we can provide value. Due to our rapid growth, we're seeking an individual to join our
team providing market analysis and investment consultation for advisors.

The successful candidate will:

    • Assist in the creation of weekly blog posts
    • Gather data and information for review kits and performance reports
    • Support a nationwide team of investment advisors with market and portfolio analysis, as well as with client acquisition
    • Update economic indicator insights on website
    • Run charts/reports in Bloomberg Terminal
    • Speak at smaller client events regarding markets and portfolios
    • Create various documents and research papers

Qualified candidates will have/be:

    • College degree required (Major in finance or economics preferred)
    • Working toward CFA or similar designations
    • Detail-oriented with a high degree of accuracy
    • Strong communication skills – ability to simply explain complicated topics in person, on the phone, and in front of small groups
    • Proficient in Excel, with familiarity of Bloomberg and Morningstar preferred
    • Basic knowledge of financial markets is expected
FormulaFolios is a Registered Investment Advisor (RIA) that uses money management algorithms to eliminate emotion from the investment processes and empower financial advisors to better serve their clients. Since its founding in 2011, FormulaFolios has grown to over $3 billion in assets under management and over 100 employees.