Senior Investment Strategist

🏢 Viseai · 📍 New York, NY · 💼 onsite 💰 $175,000 - $210,000 / yr

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Position Summary & Responsibilities

Location: Onsite – SoHo, New York City

At Vise, we're building the future of investment management—powered by technology and driven by advisor needs. As a Senior Investment Strategist, you will play a key role in shaping our investment research, portfolio design, and platform capabilities. Reporting directly to the Co-CIO and working closely with our investment and product teams, you’ll lead research initiatives, design innovative portfolio strategies, and translate complex investment ideas into scalable, technology-driven solutions.

This role is ideal for a highly analytical, market-savvy investment professional who excels at solving complex problems, developing differentiated strategies, and driving thought leadership. You’ll focus primarily on research, portfolio design, and the strategic frameworks that underpin our investment approach—while also collaborating cross-functionally to bring these ideas to life on the Vise platform. While this is a research-forward role, a client-first mindset is essential; you must be equally comfortable communicating with internal stakeholders and engaging with advisors when needed to ensure our solutions meet their evolving needs.

What you bring on day one:

Experience
- 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 into digital 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

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 revi

🎯 Candidate Preparation Guide For Viseai Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Assesses rapid product execution, modern AI/ML stack fluency, and the ability to simplify complex financial tech for advisors.

📋 Preparation Priorities (Key Areas to Clarify):

1. Being overly academic about machine learning without tying it to business revenue or scale
2. Slow delivery cadence or resistance to early-stage ambiguity
3. Lack of familiarity with RIA compliance and advisor workflows

✨ Recommended Role Alignment Hook:

I specialize in turning complex AI capabilities into intuitive, scalable software that drives immediate advisor adoption.

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