Equi

Investment Strategist / Investment Director

Remote (USA) · Director

Sponsorship not specifiedDetected 20 days ago

PythonSQLCRMExcelResearchCommunicationCFA

About the role

On the Vectis side, you'll be the primary investment professional on the RIA platform, owning the full client investment lifecycle for UHNW individuals and families-from proposals and portfolio construction through trading, reviews, and long-term strategy.
You can move from a strategic conversation about a family's long-term allocation to a specific trade list, from a prospect proposal to a manager diligence memo, and from an IC recommendation to an operational follow-through plan.
Serve as the primary investment professional for Vectis RIA clients, delivering institutional-grade portfolio management to UHNW individuals and families.

Across both firms, you'll source managers and lead due diligence, prepare investment committee materials, monitor portfolios, and partner with the investment team on Equi's funds and white-label products.
Build repeatable controls that make client investment recommendations, trading instructions, subscriptions/redemptions, and monitoring updates accurate, timely, and auditable.
Own the investment proposal process for prospects and existing clients, translating account statements, goals, constraints, risk tolerance, and advisor notes into clear recommendations.
Build client-ready investment materials that explain the recommended portfolio, role of each allocation, key risks, implementation steps, and expected monitoring cadence.
Partner with advisors before and after meetings so proposals are responsive to real client needs rather than generic model output.
Collaborate with the lead advisor on quarterly and ad-hoc client portfolio reviews, including current positioning, performance drivers, risk exposures, liquidity, tax/implementation constraints, and recommended changes.
Maintain strong manager relationships while preserving fiduciary skepticism and negotiating for transparency, capacity, liquidity, and structuring flexibility where relevant.
Partner with the investment team on Equi's funds and white-label products, contributing portfolio construction and product development input.

8-12 years of experience in investment strategy, portfolio construction, manager research, private wealth, family office, MFO, RIA, OCIO, fund of funds, investment consulting, or alternatives.
Ability to write concise investment memos, IC materials, client proposals, advisor notes, and manager monitoring updates.
Demonstrated experience as a primary or senior investment professional for UHNW, family office, or institutional clients, including building proposals and portfolio recommendations-preferably in an MFO/RIA or family-office setting.
Hands-on portfolio construction and client portfolio implementation experience, including rebalancing, trade-list preparation, subscriptions/redemptions, liquidity windows, and operational coordination.
Strong manager sourcing and due diligence experience across marketable and/or private fund strategies, including investment diligence and operational diligence.
Senior communication presence with advisors, clients, managers, investment committee members, operations, legal/compliance, and internal investment colleagues.
High fiduciary judgment, strong attention to detail, and comfort being accountable for portfolio recommendations and implementation follow-through.

Strong Excel and analytical skills
experience with portfolio analytics, CRM/reporting tools, Python/SQL, or AI-enabled workflow automation is a plus.
CFA, CAIA, MBA, or relevant graduate training is a plus but not a substitute for proven judgment and execution.

Equi designs and manages institutional-quality alternative investment solutions, including Equi-branded funds and white-label fund of funds products for independent multi-family offices and advisory firms.
Vectis Capital, Equi's sister company, is a multi-family office and RIA delivering full family-office services and institutional-grade investment management to ultra-high-net-worth individuals and families, with alternatives central to its approach.
Together, the two firms offer an unusually broad mandate-full ownership of UHNW client portfolios at Vectis alongside manager research that informs investment decisions across both firms.
We are seeking an Investment Strategist / Investment Director with roughly 8-12 years of relevant experience to own a hybrid mandate spanning both firms, weighted approximately 60% Vectis and 40% Equi.

This listing is sourced directly from Equi's careers page and normalized into a canonical job model.