Director of Investment Strategy

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Paid Parental Leave
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Director of Investment Strategy supports our team by providing in-depth analysis and recommendations on markets, stocks, and fixed income securities. The ideal candidate will have a strong understanding of financial markets, excellent research skills, and the ability to translate complex data into actionable investment insights.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Conducts comprehensive market research to identify trends and investment opportunities in stocks, bonds, ETFs and other securities.
• Stock Analysis: Perform fundamental and technical analysis on individual stocks to assess their potential for appreciation or decline and provide actionable recommendations.
• Fixed Income Analysis: Evaluate various bonds, preferred stocks, REIT’s, BDC’s and other income-oriented securities to determine their risk, yield, and suitability for client portfolios.
• ETF Analysis: Identify promising investment opportunities across a variety of factors, asset classes, styles and sectors
• Portfolio Development & Optimization: Assist in the development and maintenance of investment portfolios by suggesting individual securities & allocation strategies based on market conditions and client objectives.
• Economic Forecasting: Monitor economic indicators, such as interest rates, inflation, and employment data; and develop models to probabilistically forecast market behavior and investment returns and adjust recommendations accordingly.
• Risk Assessment: Identify and evaluate potential risks associated with investment options, ensuring that recommendations align with clients’ risk tolerance and financial goals.
• Prepare Reports: Create financial reports and presentations as needed summarizing research findings, market outlooks, and investment recommendations for the team.
• Stay Informed: Monitor news, financial publications, and industry reports to stay updated on market developments and emerging trends.
• Monitor portfolio performance and provide regular updates on holdings and market conditions
• Collaborate with the team to tailor investment strategies that align with clients' financial goals and risk tolerance.
• Support the team in client meetings as needed by providing market insights and overviews of portfolio holdings.

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS:

·       MBA in business

·       License Series 65

Department Account Management & Service

Required Experience: 2-5 years of relevant experienceRequired Travel: Negligible

Required Education: Master's degree

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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