Vise · 2 weeks ago
Senior Investment Strategist
New York, NY
Full-time
Onsite
Senior Level
$175K/yr - $210K/yr
5+ years expVise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors. As a Senior Investment Strategist, you will play a key role in shaping investment research, portfolio design, and platform capabilities while collaborating with various teams to translate complex investment ideas into technology-driven solutions.
Artificial Intelligence (AI)Financial ServicesFinTechInsuranceInsurTech
Hiring Manager
Kristin Berry
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, with a focus on scalability and personalization
Build tools and analytical workflows that support the design, deployment, and evaluation of custom index portfolios at scale
Develop proprietary investment frameworks that enable 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 closely 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 to enhance advisor and client outcomes, including automation of portfolio personalization and enhancing 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, helping to ensure our research and product priorities stay aligned with real-world needs and can be delivered at scale
Qualification
Required
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
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
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
Undergraduate degree is required
Preferred
CFA Institute Charterholder is preferred
Benefits
$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
Unlimited PTO and great benefits
Company
Vise
Vise is an AI-driven investment management platform for financial advisors.
51-200 employees
H1B Sponsorship
Vise has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (3)
2023 (1)
2022 (3)
2021 (1)
Funding
Current Stage
Growth StageTotal Funding
$128MKey Investors
Ribbit CapitalSequoia Capital
2021-05-18Series C· $65M
2020-12-15Series B· $45M
2020-05-12Series A· $14.5M
Leadership Team
Samir Vasavada
Co-Founder & CEO
Zoran Basich
Head Of Content
Recent News
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GlobalFinTechSeries
2025-07-31
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