Director, Investment Solutions Hybrid - New York

Farther Finance, LLC; New York (NY); Vor Ort; USD 150.000 - 210.000; Vollzeit

Benefits dieser Stelle

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Zusammenfassung

Farther is seeking a Senior Investment Strategy Analyst who will serve as a high‑level advisor to Farther Advisors, bringing deep capital markets expertise to complex investment analysis, model building, and advisor‑facing seniority.

Reporting to the Director of Investment Solutions, this hands‑on role balances front‑line consultations with rigorous quantitative research, strategic asset allocation, and cross‑functional tech development to support growth.

Qualifikationen

• CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.

Aufgaben

• Provide advisor-facing expert portfolio analysis and actionable insights to support client acquisition and retention.

Kenntnisse

CFA designation

Finance/Economics degree

Portfolio management

Coaching/mentorship

Entrepreneurial mindset

AI-assisted modeling

Ausbildung

Advanced degree in finance/economics

Tools

Bloomberg

Morningstar

Python

AI tools (Claude)

Jobbeschreibung

Farther is a rapidly growing RIA that combines expert advisors with cutting‑edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

The Senior Investment Strategy Analyst serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to the Director of Investment Solutions, this individual brings deep capital markets expertise to fill critical organizational needs, specifically focusing on complex investment analysis, model building, and providing advisor-facing seniority.

This is a hands‑on role where you will balance front‑line advisor consultations with rigorous quantitative research, strategic asset allocation, and cross‑functional technology development. Your capacity to execute repeatable processes and build scalable solutions will directly drive the firm’s growth.

Your Impact

• Serve as a senior, advisor-facing resource for ad‑hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
• Execute complex investment analysis, model building, and thorough post‑call support work to ensure advisors are equipped with data‑driven narratives.
• Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
• Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

The Ideal Match

• CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.
• Extensive experience as a client‑facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi‑asset team.
• A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors. Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.
• An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
• Comfort using AI tools to support financial modeling and process enhancement.

Bonus Points

• Experience working closely with software engineers or product teams to automate investment workflows.
• Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
• Prior experience navigating complex portfolio transitions or building tax‑aware investment models.
• Familiarity with reviewing external manager strategies or supporting an open‑architecture investment platform.

Why Join Us — FOR NON-TECH ROLES

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground‑floor opportunity at a fast‑scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

As set forth in Farther’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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