Senior Investment Strategy Architect

Farther Finance, LLC

New York (NY)

On-site

USD 150,000 - 210,000

Full time

14 days+
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Benefits offered by this job

Health benefits
401(k) matching
Roth IRA options
Unlimited PTO

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

CFA designation
Finance/Economics degree
Portfolio management
Coaching/mentorship
Entrepreneurial mindset
AI-assisted modeling

Education

Advanced degree in finance/economics

Tools

Bloomberg
Morningstar
Python
AI tools (Claude)

Job description

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.

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