Investment Professional Development Coach, Academy
Skills
- Extensive investment research and financial modeling expertise.
- Strong coaching and mentoring skills.
- Ability to develop, customize, and deliver educational content.
- Research and analytical skills for company and industry evaluations.
- Up-to-date knowledge of financial markets, regulations, and best practices.
- Effective communication and presentation skills.
- Collaboration and stakeholder management abilities.
- Strong ethical standards and professionalism.
Responsibilities
- Train and mentor Academy associates on financial modeling and investment research using buyside experience.
- Develop and deliver Compliance-approved training content both in-person and virtually.
- Identify training needs and create targeted skill development programs.
- Conduct company research and prepare compliant training materials.
- Stay current on industry trends, market developments, and regulatory changes to keep curriculum relevant.
- Collaborate with stakeholders to ensure cohesive training experience and alignment with firm goals.
- Provide feedback on investment theses and pitch development to Academy associates.
- Maintain long-term mentorship relationships with Academy graduates.
- Continuously evolve program content from feedback and implement innovative learning approaches.
- Coordinate with recruiting teams and Compliance for evaluation materials and adherence to policies.
- Assist with curriculum planning and execution across various Academy programs.
Education
- Relevant higher education background preferred though not explicitly stated.
Benefits
- Fully-paid healthcare benefits.
- Generous parental and family leave policies.
- Mental and physical wellness programs.
- Volunteer opportunities and non-profit matching gifts.
- Support of employee-led affinity groups including women, minorities, and LGBT+ communities.
- Tuition assistance.
- 401(k) savings program with employer match.
Average salary estimate
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To be the industry’s premier asset management firm through delivering superior risk-adjusted returns, adhering to the highest ethical standards and offering the greatest opportunities to the industry’s brightest talent.
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