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NEXTMOVEFDE careers · United States
Vise

Senior Investment Strategist

AI summary of the role

Senior Investment Strategist at Vise, reporting to the Co-CIO, leading research and portfolio design for an AI-powered asset management platform.

What you’ll do

  • Conduct in-depth research on portfolio construction methodologies, direct indexing techniques, tax optimization strategies, and systematic/factor-based tilts
  • Build tools and analytical workflows that support the design, deployment, and evaluation of custom index portfolios at scale
  • Collaborate closely with Product, Engineering, and Investments teams to translate research into core platform features and functionality
  • Author thought leadership pieces, investment commentary, and internal research to inform advisors and shape the platform’s investment narrative

What you’ll bring

  • 5+ years of experience in investment research, portfolio strategy, or asset management
  • Expertise in asset allocation, portfolio construction, risk modeling, or security selection
  • Proficiency in Python and SQL to support research workflows, performance analysis, and custom data modeling
  • Bloomberg fluency and experience with portfolio analytics platforms

Technologies

Python · SQL · Bloomberg · direct indexing · tax optimization · factor investing · portfolio analytics · risk modeling

About Vise

AI-powered outsourced sub-advisor that builds, trades, rebalances, and explains personalized portfolios for financial advisors, charging an AUM fee.

Series C · 100–200 people

Source and classification

Deployment strategy · Evidence for this classification:

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
How jobs are selected

Employer postings · Data from · Sources