Senior Investment Strategist at Vise

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Investment Management, Asset ManagementIndustries

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 into digital platforms
Experience authoring investment research and/or white papers, or marketing commentary
Examples of research, frameworks, or tools built from the ground up
Insatiable intellectual curiosity, particularly around financial markets, portfolio strategy, and the evolving needs of RIAs and their clients
Exceptional attention to detail by rigorously reviewing and quality-checking own work and 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
Undergraduate degree (required); CFA Institute Charterholder (preferred)

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

Skills

Python

SQL

Bloomberg

Asset Allocation

Portfolio Construction

Risk Modeling

Security Selection

Direct Indexing

Tax Optimization

Factor Investing

Systematic Strategies

Portfolio Analytics

Vise

AI platform for financial advisors' asset management

About Vise

Vise provides an asset management platform designed for financial advisors, helping them create and manage personalized investment portfolios for their clients. The platform uses artificial intelligence to automate tasks like portfolio rebalancing and risk assessment, allowing advisors to concentrate on building client relationships and making strategic decisions. Vise operates on a subscription-based model, making it accessible to both small and large advisory firms. This flexibility sets Vise apart from competitors, as it can cater to a diverse range of clients in the financial advisory sector. The company's goal is to enhance the efficiency of financial advisors, reduce their operational costs, and improve investment outcomes, ultimately aiming to shape the future of asset management.

New York City, New YorkHeadquarters

2016Year Founded

$123.1MTotal Funding

SERIES_CCompany Stage

Fintech, AI & Machine Learning, Financial ServicesIndustries

51-200Employees

Benefits

Comprehensive health plans

401(k) savings plan

Flexible PTO

Parental Leave

Wellness Reimbursement

Learning & Development

Risks

Loss of major clients like Manhattan West impacts revenue and reputation.

High employee turnover affects company morale and productivity.

Rapid fintech evolution may outpace Vise's current offerings, affecting competitiveness.

Differentiation

Vise automates investment management using AI, enhancing advisor-client relationships.

The platform offers personalized portfolios, reducing advisors' administrative tasks.

Vise's subscription model is scalable, catering to both small and large advisory firms.

Upsides

Growing demand for AI-driven personalized investment solutions boosts Vise's market potential.

Hybrid advisory models enhance Vise's value proposition by combining AI with human expertise.

Regulatory scrutiny on traditional practices drives adoption of AI-driven solutions like Vise.

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