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Ally Invest - Investment Strategist

Employer
Ally Financial
Location
Charlotte, North Carolina (US)
Salary
-
Closing date
Dec 11, 2019

Job Details

Ally Requisition #: 19-6754

Position Description:

The Investment Strategist will be responsible for quantitative analysis that leads to idea generation of differentiated research and educational materials to drive increased engagement of Ally Invest customers. This position will assist in developing the firm's overall investment strategy and asset allocation guidance for Ally Invest clients. Deep analysis of market data, sector/industry data and individual stocks/ETFs will be critical in generating investment ideas for Ally Invests client base. Close collaboration with product strategy, marketing and PR will be critical to ensure we are developing insights that our customers care about. This individual will be responsible for articulating the firm's perspective in easy to understand language via written, verbal, social media and other means of communications. Backing up research with financial analysis will be critical.

Job Responsibilities:

· Perform financial analysis on the market, sectors, ETFs, stocks and the economy · Develop databases (excel, etc.) integral to creating differentiated research · Support the creation of a compelling Ally Invest investment outlook, content and education offering · Work with the Chief Investment Strategist to develop key investing themes and the path to execution of our content strategy · Write regular reports on market events impacting different asset classes or thematic reports · Demonstrate industry thought-leadership through various means -- PR, interviews, blog articles, marketing and online content · Create and manage a calendar for content output · Creatively find new ways to educate the Ally Invest customer, utilizing traditional channels such as email/CRM but also leveraging emerging technologies and digital interactions · Participate in Investment Policy Committee meetings · Serve as one of the primary experts on automated investing and Ally Invest Advisors evolution into wealth management; demonstrate industry thought-leadership through various means -- PR, interviews, blog articles, marketing and online content · Assist in portfolio research, construction, and rebalancing of the Ally Invest Advisors managed portfolio offerings · Maintain and manage the investment models and capital market assumptions which drive the Ally Invest Advisors portfolios · Design and implement relevant portfolio performance monitoring / comparisons for use in internal forums, as well as public- and customer- facing communications · Evaluate third-party models and investment frameworks in connection with expanding the suite of offerings across Ally Invest (both managed and self-directed) · Create and deliver communication and presentations to all levels of the organization · Manage relationships with cross-functional teams · Respond in real time to print media/journalist inquiries in connection with topics on personal finance, investment management and self-directed trading · Utilize internal resources to identify competitive differentiators, client usability, fulfillment and overall customer satisfaction

Qualifications:

• A strong background and/or interest in investment research & management and investment communications • A strong desire to educate individual investors • Experience with managed portfolio and/or advisory products • Understanding of modern portfolio theory and research • Have experience in back-testing investment strategies • Passion for the markets, the trading industry and investing • Demonstrate strong knowledge of a wide variety of asset classes (stocks, ETFs, bonds, commodities, derivatives, among others) • Solid foundation in economics and macro drivers of asset markets • Highly detail-oriented, intellectually curious, ability to multi-task and self-motivated • Able to exercise independent thought and judgment and adapt to new tasks with little notice • Must have excellent communication skills, written and verbal • Strong spreadsheet skills. Must be an expert in MS Excel and MS PowerPoint • Advanced skills in VBA, Tableau, Power BI and Python is a plus • FINRA Series 65, or Series 7+ 66 licenses, or a CFA preferred • 5-8 years of experience in Financial Services Industry or investment research, banking or financial operations

Ally Overview:

Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and corporate clients. Ally's legacy dates back to 1919, and the company was redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. Ally has an award-winning online bank (member FDIC), one of the largest full service auto finance operations in the country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies.

Business Unit/Enterprise Function

Ally Bank is a direct bank in the U.S. that offers a straightforward approach to banking with no minimum deposit required to open an account, no monthly maintenance fees and 24/7 live customer care. A subsidiary of Ally Financial Inc. and member FDIC, the bank offers online savings, interest checking, money market accounts, certificates, and IRA Plans and products. Ally Bank has been named "Best Online Bank" for five of the past seven years by MONEY® Magazine

Total Rewards Information

Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Plus, we have a flexible paid-time-off program including time off for volunteer opportunities. Ally's Total Rewards Program is designed to enrich your life at work -- and outside of it and includes: Industry-leading 401K retirement savings plan with matching and company contributions Wellness program encouraging healthy living with financial rewards Flexible health insurance options including dental and vision Pre-tax Health Savings Account with generous employer contributions Pre-tax commuter benefits Other work-life integration benefits including parental and caregiver leave, adoption assistance, backup child and adult/elder day care program, child care discounts, tuition reimbursement, LifeMatters® Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs Ally is an Equal Opportunity Employer We extend equal employment opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law

Company

Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and a top 25 U.S. financial holding company offering financial products for consumers, businesses, automotive dealers and corporate clients. Ally's legacy dates back to 1919, and the company was redesigned in 2009 with a distinctive brand, innovative approach and relentless focus on its customers. Ally has an award-winning online bank (member FDIC), one of the largest full service auto finance operations in the country, a complementary auto-focused insurance business, a growing digital wealth management and online brokerage platform, and a trusted corporate finance business offering capital for equity sponsors and middle-market companies.

Company info
Telephone
999-999-9999
Location
11605 North Community House Rd
Third Floor
Charlotte
Charlotte
North Carolina
28277
US

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