Viseai
Senior Investment Strategist
New York, NY · Senior
Sponsorship not specified$175k-$210kDetected 76 days ago
PythonSQLResearchLeadershipRisk Modeling
About the role
- 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.
- In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology.
- Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest.
Responsibilities
- Access to investment management and free financial advice from one of our partner RIA firms
Requirements
- you must be equally comfortable communicating with internal stakeholders and engaging with advisors when needed to ensure our solutions meet their evolving needs.
- 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
- Proficiency in Python and SQL to support research workflows, performance analysis, and custom data modeling
- Bloomberg fluency and experience with portfolio analytics 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
- Undergraduate degree is required
- Experience
- Demonstrated success in developing and scaling investment frameworks or productized solutions
- 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
Nice to have
- CFA Institute Charterholder is preferred
Skills
- Custom Index Research & Strategy Development
- Analyze and enhance custom index models and strategy templates across asset classes, with a focus on scalability and personalization
- Cross-Functional Strategy Projects
- Advisor Feedback & Platform Evolution
- Surface relevant market and strategy-level insights to influence investment roadmaps and platform evolution
Compensation
- Competitive salary and equity
Benefits
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 medical insurance
This listing is sourced directly from Viseai's careers page and normalized into a canonical job model.