Senior Investment Strategist

About the role

Vise is building the future of investment management, combining technology with advisor needs. As a Senior Investment Strategist, you'll lead research, portfolio design, and platform capabilities.

Responsibilities

• 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, focusing on scalability and personalization
• Build tools and analytical workflows supporting the design, deployment, and evaluation of custom index portfolios at scale
• Develop proprietary investment frameworks enabling 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 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 enhancing advisor and client outcomes, including automation of portfolio personalization and optimizing 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, ensuring our research and product priorities align with real-world needs and can be delivered at scale

Requirements

• 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 for 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

Qualifications

• Undergraduate degree is required
• CFA Institute Charterholder is preferred

Skills

• Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients
• Exceptional attention to detail, rigorously reviewing and quality-checking not only your own work but also cross-functional deliverables
• 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

Benefits

Competitive salary and equity, unlimited PTO, 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.

Pay

The salary range for this position is $175,000 - $210,000 per year, plus a competitive equity package.

Schedule

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.