Senior Investment Strategist

Vise; New York (NY); On-site; USD 175,000 - 210,000; Full time

Benefits offered by this job

Competitive salary

Equity options

Unlimited PTO

Paid lunches

$1 medical insurance

401k with generous matching

Job summary

A fintech startup is seeking a Senior Investment Strategist in New York. The role involves shaping investment research, designing portfolio strategies, and leading key initiatives. Ideal candidates will have over 5 years of relevant experience and strong analytical skills. This position offers a competitive salary, equity options, and benefits including unlimited PTO and paid lunches.

Qualifications

• 5+ years of experience in investment research, portfolio strategy, or asset management.
• Expertise in asset allocation, portfolio construction, and risk modeling.
• Demonstrated success in developing and scaling investment frameworks.

Responsibilities

• Conduct research on portfolio construction methodologies and direct indexing.
• Analyze and enhance custom index models across asset classes.
• Collaborate with product, engineering, and investments teams.

Skills

Investment research

Portfolio strategy

Asset management

Python

SQL

Bloomberg

Education

Undergraduate degree

CFA Institute Charterholder

Tools

Portfolio analytics platforms

Job description

At Vise, we're building the future of investment management—powered by technology and driven by advisor needs. As a Senior Investment Strategist, you will play a key role in shaping our investment research, portfolio design, and platform capabilities. Reporting directly to the Co-CIO and working closely with our investment and product teams, you’ll lead research initiatives, design innovative portfolio strategies, and translate complex investment ideas into scalable, technology-driven solutions.

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.

What you bring on day one:

• Experience
  • 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
  • Must demonstrate exceptional attention to detail by rigorously reviewing and quality-checking not only your own work but also cross-functional deliverables, ensuring all investment outputs, platform features, and client-facing materials meet the highest standards of accuracy and consistency.
  • Highly analytical with a strong foundation in capital markets and portfolio theory
  • Self-motivated and outcome-driven, with the ability to manage complex, cross-functional projects from ideation to execution
  • Comfortable working independently or collaboratively in a fast-paced, high-growth environment
  • Able to clearly articulate complex investment concepts in writing or visuals for internal and external stakeholders
  • Driven by the opportunity to tackle novel challenges and advance the frontiers of portfolio construction and advisor-focused technology.
  • Comfortable operating in a performance-oriented culture with occasional off-hours work to meet key deadlines
• Education
  • Undergraduate degree is required
  • CFA Institute Charterholder is preferred

What you will own:

• Custom Index Research & Strategy Development
• Conduct in-depth research on portfolio construction methodologies, direct indexing techniques, tax optimization strategies, and systematic/factor-based tilts
• Analyze and enhance custom index models and strategy templates across asset classes, with a focus on scalability and personalization
• Build tools and analytical workflows that support the design, deployment, and evaluation of custom index portfolios at scale
• Develop proprietary investment frameworks that enable high levels of customization based on advisor and client objectives (e.g., ESG, factor exposures, sector preferences, tax constraints)
• Author thought leadership pieces, investment commentary, and internal research to inform advisors and shape the platform’s investment narrative
• Collaborate closely with Product, Engineering, and Investments teams to translate research into core platform features and functionality
• Design, refine, and validate models powering direct indexing, tax-loss harvesting, and customized factor exposures
• Lead research-backed initiatives to enhance advisor and client outcomes, including automation of portfolio personalization and enhancing Vise’s proprietary optimization
• Drive exploratory projects focused on emerging investment strategies, technologies, or data integrations relevant to custom indexing and advisor enablement
• Analyze usage patterns and advisor feedback to inform future product and portfolio design
• Surface relevant market and strategy-level insights to influence investment roadmaps and platform evolution
• Act as an internal advocate for advisors and their clients, helping to ensure our research and product priorities stay aligned with real-world needs and can be delivered at scale
• 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.
• Opportunity to make a significant impact at a hyper-growth fintech start-up
• Competitive salary and equity
• Unlimited PTO and great benefits, including $1 medical insurance
• 401k plan with generous matching and self-directed brokerage account option
• Access to investment management and free financial advice from one of our partner RIA firms
• Paid lunches at our NYC office
• Career growth and development opportunities

Vise expects the salary range for this position to be $175,000 - $210,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.

Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. Vise is leading the charge to bring personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios.

Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients.

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.