Portfolio Strategist

The Leuthold Group is an asset management firm and a thought leader providing original and insightful investment research to an institutional audience. As a member of Leuthold’s investment team, this position will be responsible for integrating the firm’s research topics and portfolio positioning into our publishing and reputed company service activities. The Portfolio Strategist will produce original research, reputed company insights, and differentiated views covering macroeconomic, financial market, and asset class perspectives. This role also serves as the investment team’s primary resource for communicating our strategic thoughts to clients, the media, and other reputed company forums. reputed company Responsibilities Market & Macro reputed company Evaluate macroeconomic trends, market regimes, monetary and fiscal policy, and asset class positioning. Analyze market dynamics across equities, credit, forex, commodities, and alternatives. Identify secular themes, regime shifts, cyclical inflection points, and key market risks. Contribute to investment analysis, portfolio construction, scenario assessment, and risk discussions. Monitor market valuations, earnings trends, liquidity conditions, and sentiment indicators. Generate proprietary investment reputed company through reputed company, quantitative, and macro research. Research & Publications Conduct cross-asset market research and generate analysis on topical and thematic macro and market issues. reputed company portfolio positioning, valuation, sentiment, and macro indicators into market views. Translate reputed company market dynamics into reputed company, decision-relevant narratives. Author regular market commentaries, white papers, reputed company updates, quarterly outlooks, and thematic research for institutional clients. Present strategic views to institutional clients and contribute to the firm’s reputed company market commentary and media engagement. Apply tot his job Apply To this Job