Senior Investment Strategist
About The Position
The Senior Investment Strategist helps shape investment recommendations and portfolio strategy for high-net-worth and ultra-high-net-worth clients. The role combines rigorous investment analysis with the ability to translate complex concepts into clear, practical recommendations. Working closely with a senior colleague focused on business development and client relationships, this position serves as an investment resource throughout the client experience, from evaluating prospective portfolios to explaining investment positioning and ongoing results. It offers involvement in investment research, portfolio construction, and client discussions within an independent advisory firm.
Requirements
- Approximately 8–12+ years of relevant experience in investment research, portfolio management, investment strategy, or investment consulting.
- Experience within an independent RIA, family office, private bank, institutional consultant, or comparable investment organization.
- Strong knowledge of asset allocation, portfolio construction, manager evaluation, and investment risk.
- Ability to evaluate investment opportunities critically and develop clear, evidence-based recommendations.
- Experience presenting investment concepts to clients, prospects, investment committees, or senior stakeholders.
- Understanding of tax-aware investing and the needs of high-net-worth clients.
- Strong analytical skills, including advanced Excel proficiency and experience with investment research or portfolio analytics platforms.
- Bachelor’s degree required.
Nice To Haves
- CFA designation strongly preferred.
Responsibilities
- Evaluate investment managers, funds, ETFs, individual securities, and other strategies relevant to the firm’s investment approach.
- Conduct quantitative and qualitative due diligence, assessing performance, risk, fees, liquidity, and portfolio fit.
- Monitor existing investments and identify changes that warrant further review or action.
- Develop well-supported investment recommendations and present findings to investment leadership or the investment committee.
- Develop asset allocation and portfolio recommendations aligned with clients’ objectives, risk tolerance, time horizons, liquidity needs, and tax considerations.
- Analyze portfolio exposures, concentration, performance attribution, and downside risks.
- Evaluate prospective clients’ existing portfolios and identify opportunities for improvement.
- Collaborate with investment leadership and implementation teams on portfolio changes, rebalancing, and ongoing oversight.
- Contribute to investment policies, research standards, and repeatable portfolio review processes.
- Partner with the business development and relationship lead in selected client and prospect meetings as the investment subject matter expert.
- Explain portfolio recommendations, market developments, investment performance, and risk in accessible language.
- Prepare tailored investment proposals, portfolio reviews, and supporting materials.
- Address investment questions and provide timely follow-through on analysis and recommendations.
- Build client confidence through sound judgment, preparation, and clear communication.
- Contribute to market commentary, investment updates, and educational materials.
- Participate in investment committee discussions and document the rationale behind recommendations.
- Coordinate with advisors, financial planners, trading, operations, and compliance colleagues to support consistent execution.
- Improve research tools, analytical workflows, and the quality of investment deliverables.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
