Head of Research & Investment Strategies
Posted on 4/2/2023
INACTIVE
Roofstock

501-1,000 employees

Real estate investment marketplace
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Market Research
Sales
Requirements
  • Bachelor's degree is required; master's degree in finance, real estate or economics preferred
  • A minimum of 15 years of experience, with several years working in a similar role
  • Demonstrated success serving as the key influencer over an organization's investment decisions (e.g., Investment Strategist, Head of Investment Strategy, Head of Research, Investment Portfolio Management or similar roles)
Responsibilities
  • Produce well-researched, customized investment strategies tailored to the needs of institutional investor clients and prospects
  • Join sales discussions to understand prospective client needs and then research, package, present, and defend specific investment strategies to their CIO, investment committees, analysts, and/or data scientists
  • Produce pre-packaged investment strategies for house funds (such as Roofstock One) that compel adoption by intermediaries such as RIAs
  • Conduct market research to keep Roofstock up to date on market trends and economic conditions
  • Author and/or oversee the regular publishing of data, trends, research papers, etc. to support boosting Roofstock's brand authority and accelerating sales velocity