Senior Investment Strategist, Investing Strategy

Vise is looking for a Senior Investment Strategist to join their team in New York. In this role, you’ll lead research initiatives and design innovative portfolio strategies that leverage technology. You’ll work closely with various teams to translate complex investment ideas into actionable solutions, all while keeping a client-first mindset. This is a great opportunity for someone who is analytical and passionate about advancing investment strategies.

What You’ll Do

• Conduct research on portfolio construction and investment strategies.
• Design and enhance custom index models for scalability.
• Collaborate with product and engineering teams to implement research findings.
• Author investment commentary and thought leadership pieces.
• Analyze advisor feedback to improve product offerings.
• Drive projects focused on emerging investment strategies.

What You Need

• 5+ years of experience in investment research or portfolio strategy.
• Expertise in asset allocation and portfolio construction.
• Familiarity with advanced portfolio techniques like direct indexing and tax optimization.
• Proficiency in Python and SQL for research workflows.
• Experience with portfolio analytics platforms.
• Strong analytical skills and attention to detail.
• Comfortable communicating complex investment ideas.
• CFA Charterholder preferred.

What You’ll Love

• Opportunity to make a significant impact at a growing fintech startup.
• Competitive salary and equity package.
• Unlimited PTO and great benefits, including low-cost medical insurance.
• Access to investment management and financial advice.
• Paid lunches at the NYC office.
• Career growth and development opportunities.

About the Firm

• Vise is an AI-powered asset management platform for financial advisors.
• They focus on personalized and automated portfolio management.
• The team includes experts from top firms like Citadel and Blackrock.
• Vise has raised over $130M from prominent venture capital firms.
• They are committed to diversity and inclusion in their workforce.