Senior Investment Strategist
ViseNew York, New York, United States
Posted October 6, 2025
175000 - 210000 USD year
Full Time
About the Company
Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios at scale. The company focuses on Wealth 3.0, offering customized investing solutions through direct indexing, factor investing, and ESG investing, backed by artificial intelligence. With over $130 million in funding and a team of 45 employees, Vise aims to deliver better investment outcomes while enabling financial advisors to scale their practices.
Job Description
Vise is seeking a Senior Investment Strategist to play a key role in shaping their investment research, portfolio design, and platform capabilities. This role focuses on research, portfolio design, and strategic frameworks, requiring a highly analytical and client-focused individual to translate complex investment ideas into scalable solutions. The ideal candidate will have experience in asset allocation, risk modeling, and financial markets.
Requirements
- 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
- Experience authoring investment research and/or white papers
- Bachelor's degree
- CFA Institute Charterholder is preferred
Benefits
- Competitive salary
- Equity
- Unlimited PTO
- Great benefits
- 401k plan
- Investment management and financial advice
- Paid lunches
