СШАInvestment Strategist
вчера
СШАMiddleHybrid
investment researchportfolio monitoringfinancial analysis
Responsible for contributing to investment processes and education, managing portfolio monitoring, and collaborating across teams to enhance financial services.
О компании
- is a leading, technology-driven financial services company that offers investing, savings and retirement solutions for retail investors and investment advisors as well as financial wellness solutions, including a 401(k) for small and medium-sized businesses. Our team is passionate about our mission, to empower people to build wealth with confidence and ease. We’re headquartered in NYC and offer hybrid NY-based positions (four days/ week in-office, with no required office days during the summer and winter holidays).
Обязанности
- ’s Investment Strategy Team provides the domain expertise required to manage ’s portfolios and communicate the platform’s investment offerings to our clients. Integrated closely with the Capital Markets, Operations, Engineering, Product, Post-Sales, and Marketing teams, we engage in rigorous investment research, author content, advise on product development, and meet with clients to drive our business. As an Investment Strategist, you will primarily be responsible for contributing to our investment process and investment education across internal and client channels. You will also be responsible for running team processes related to portfolio monitoring and will report to the Director of Investing.
- We’re seeking someone analytically minded, with a passion for financial markets and making investing better, combined with a strong attention to detail. To be successful in this role, you will be curious and hands-on. You will be joining a team that cares deeply about the product, doing the right thing, and motivating others to always keep the common goal in mind. We utilize AI to conduct research, automate recurring workflows, and review our output, and we expect new team members to drive this even further. This role will also provide exposure to each of ’s retail customer, financial advisor, and 401(k) plan sponsor lines of business.
- This role is based out of our NYC office. Below we've reflected the base salary range for this position. Actual salaries may vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of ’s total compensation package for employees.
- New York City: $130,000-$155,000
- This job may also be eligible for variable compensation in the form of a company incentive bonus.
Требования
- 5-8 years of experience in financial services
- Experience communicating finance and investing related topics externally and/or prior experience in a client facing role strongly preferred
- Experience using AI tools to speed up research, problem solving, and recurring workflows
- Experience with FactSet and/or Bloomberg
- Retirement industry experience is advantageous but not required
- Experience with Claude Code, Python, and Git is advantageous but not required
- Agility and resourcefulness
- Clear and effective communication skills (both verbal and written)
Другое
- Lead meetings and webinars with prospects and clients, such as 401(k) plan sponsors and advisors, serving as an expert on ’s investment platform
- Research and write content on the performance of financial markets and the macroeconomy and how both have influenced returns of investment portfolios
- Own recurring workflows involving the updating and maintenance of portfolio allocations and our fund selection
- Create portfolio management related materials for internal and external audiences, including slides presented to the Executive Investment Committee
- Help our sales teams win: run investing trainings for at Work and Advisor Solutions sellers, and build talk tracks
- Engage our third-party asset manager partners in maintaining and launching their investment portfolios and products on our platform
- Answer client and internal stakeholder questions on ’s approach to investing
- Interface with compliance and legal teams to help ensure appropriate governance and documentation of portfolio management and advice
- Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease .
- We set them for the company, our customers, and ourselves, and we won’t stop until we reach them. We don’t just show up; we give our all, then celebrate our wins.
- When we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community.
- We’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA.
- We offer a competitive suite of benefits , including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options
- Ownership: Equity for all employees, including new hire and refresher grants.
- Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year.
- Growth: Company-paid professional coaching for all employees.
- Wealth: Day-one 401(k) match plus matching on qualified student loan payments.
- We’ll take a few weeks to review all applications. If we’d like to spend more time with you, we’ll reach out to arrange next steps, which will include 3-4 sets of meetings with your future colleagues.
- In the interview process, we’ll look to learn more about your skills, experiences, capabilities, and motivators. Many of our questions will be aimed at understanding how you might operate here at . Depending on the role, we may ask you to complete a case study exercise or technical assessments, as we want to collect a robust set of data points to better inform our decisions.
- On average, it takes us around 3-5 weeks to make a hiring decision, depending on your availability and sense of urgency. As a best practice, we aim to interview at least 2-3 final round candidates before making a hiring decision. Please note that, as we usually receive an overwhelming number of applications for open positions, we’re unable to offer individual feedback during the interview process.
- We recognize that interviewing for a new role is a big deal. We appreciate you considering as the next step in your career, and our Recruiting Team is here to support and advocate for you through the interview process!
- is dedicated to providing accommodations to candidates upon request. If you need accommodations at any point throughout the interview process, please reach out to your recruiter.
- Please note that in any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.