Investment Strategist

As an Investment Strategist, you will partner closely with Wealth Advisors to develop customized investment portfolios for high-net-worth clients. You will translate market views into actionable guidance, create client-ready materials, and present investment strategies. This role requires strong analytical skills, deep knowledge of public and private markets, and excellent communication abilities.

• Partner with Wealth Advisors on multi-asset portfolio solutions
• Synthesize market views into actionable client guidance
• Present investment strategies to clients and prospects
• Analyze and create polished client-facing content
• 7+ years experience in financial markets or wealth management
• Strong public and private markets investment experience

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.