At Ecotrust, we are looking for a Wealth Management Strategy Analyst and Portfolio Strategist to join our analysis team and play a key role in designing, developing, and optimizing investment strategies and asset management frameworks. In this role, you will analyze economic data, assess market behavior, and evaluate different asset classes to help develop asset allocation models, define target portfolios, and improve investment decision-making frameworks. Your analytical outputs will be directly used in the product’s decision-support logic and user-facing investment proposals. This position is suitable for someone with strong analytical capabilities, a structured view of financial markets, solid quantitative modeling skills, and a practical understanding of asset management; someone who can translate financial analysis into actionable frameworks that can be implemented within a digital product.
Responsibilities:
Continuously analyze Iranian and global financial markets and identify trends that may affect investment decisions
Monitor and analyze macroeconomic variables such as inflation, interest rates, exchange rates, liquidity, and their impact on different asset classes
Design, develop, and optimize asset allocation models and target portfolio frameworks
Model the behavior of different asset classes, including gold, foreign currency, equities, fixed income, cryptocurrencies, and other relevant assets, under various economic scenarios
Develop investment scenarios based on uncertainty and changing market conditions
Contribute to the design and improvement of investment proposals based on quantitative models
Analyze portfolio performance data and evaluate deviation from the target portfolio
Develop data-driven decision-support frameworks based on financial models and investment logic
Work closely with the product team to translate models and analysis into implementable logic within the application
Continuously monitor data, economic news, and market-moving developments, and incorporate them into models and analysis
Required Qualifications and Skills:
Strong knowledge of macroeconomics and its impact on financial markets
Good understanding of Iranian financial markets and familiarity with global markets
Solid grasp of investment concepts, including asset allocation, risk management, return, diversification, and investment horizon
Ability to conduct multi-asset analysis and understand asset behavior under different scenarios
Strong quantitative modeling skills in finance and investment
Ability to design decision-making models under uncertainty
Strong data analysis skills and ability to extract meaningful patterns from financial data
Familiarity with statistics, probability, and their applications in market analysis
Ability to translate analysis and models into structured frameworks that can be used in a product environment
High attention to detail, structured thinking, and ability to work in a data-driven environment
Nice to Have:
Experience in portfolio management, asset management, quantitative analysis, or similar roles
Previous experience in investment firms, brokerage firms, portfolio management companies, fintech, or wealthtech companies
Academic background in Finance, Economics, Mathematics, Statistics, Engineering, or other quantitative fields
اکوتراست یک پلتفرم مدیریت دارایی و سرمایهگذاری شخصی است که با تحلیل وضعیت مالی، میزان ریسکپذیری و ترکیب داراییهای هر فرد، به او کمک میکند تصمیمهای مالی آگاهانهتری بگیرد.