Senior Investment Strategist
Onsite – SoHo, New York CityAll locationsOnsite – SoHo, New York CityNew York, NY On-site
$175,000–$210,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
As a Senior Investment Strategist, you will play a key role in shaping our investment research, portfolio design, and platform capabilities. This role is ideal for a highly analytical, market-savvy investment professional who excels at solving complex problems, developing differentiated strategies, and driving thought leadership. You’ll focus primarily on research, portfolio design, and the strategic frameworks that underpin our investment approach—while also collaborating cross-functionally to bring these ideas to life on the Vise platform. While this is a research-forward role, a client-first mindset is essential; you must be equally comfortable communicating with internal stakeholders and engaging with advisors when needed to ensure our solutions meet their evolving needs. This is a high-responsibility role in a fast-moving environment. While we deeply value work-life balance, there will be times when client demands or strategic deadlines require flexibility, including occasional evening or weekend work. We’re looking for a team member who embraces this challenge with ownership, passion, and professionalism.
What you'll bring
- you must be equally comfortable communicating with internal stakeholders and engaging with advisors when needed to ensure our solutions meet their evolving needs.
- 5+ years of experience in investment research, portfolio strategy, or asset management
- Expertise in asset allocation, portfolio construction, risk modeling, or security selection
- Familiarity with advanced portfolio techniques such as direct indexing, tax optimization, factor investing, and systematic strategies
- Demonstrated success in developing and scaling investment frameworks or productized solutions
- Proficiency in Python and SQL to support research workflows, performance analysis, and custom data modeling
- Bloomberg fluency and experience with portfolio analytics platforms
- Experience working with product and engineering teams to build investment solutions into digital platforms
- Experience authoring investment research and/or white papers, or marketing commentary
- Examples of research, frameworks, or tools you have built from the ground up
- Personal attributes
- Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients