Senior Investment Platform Lead - Portfolios & Analytics

Zoe Financial; City of Niagara Falls (NY); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Healthcare, Dental & Vision Coverage

Commute & Gym benefits

401(K)

3 weeks PTO

Meals provided

Job summary

Zoe Financial in New York is seeking a Director of Investments to lead portfolio construction and analytics on the Zoe platform. You will own what goes into client portfolios: models we offer, custom models for RIAs, and the analytics behind portfolio conversations.

You will work with trading operations, product, compliance, and sales to ensure our offerings are sound and scalable. The role reports to the VP of Investments and starts as an individual contributor with growth potential.

Qualifications

• 8–10 years in portfolio construction or investment management.
• Deep experience with model portfolios, SMAs or UMAs, and tax-aware transitions.
• Confidence presenting portfolio construction to advisors and clients.
• Strong analytical skills with SQL or Python experience.

Responsibilities

• Own the model marketplace and manage due diligence with model managers.
• Run investment governance and prepare materials for committees.
• Explain changes to advisors in plain language and train them.
• Design and maintain custom models for RIAs.
• Lead advisor conversations on portfolios and proposals.
• Support sales and advisor recruiting with investment expertise.
• Analyze transitions with tax, risk, and fit considerations.
• Bring analytics to portfolio decisions and turn them into reusable tools.

Skills

Portfolio construction

Model portfolios

Analytics

SQL

Python

Advisor presenting

Education

CFA charter or progress toward

Series 65 / Series 24

Job description

Zoe Financial in New York is seeking a Director of Investments to lead portfolio construction and analytics on the Zoe platform. You will own what goes into client portfolios: models we offer, custom models for RIAs, and the analytics behind portfolio conversations.

You will work with trading operations, product, compliance, and sales to ensure our offerings are sound and scalable. The role reports to the VP of Investments and starts as an individual contributor with growth potential.