Remotely
quantitative analysisprivate marketsportfolio constructioncfaasset allocationseries 65
Job Description
📋 Description
- Senior investment strategist for high-net-worth clients
- Partner with advisors to deliver portfolio construction and asset location guidance
- Support regional advisor teams with investment philosophy and solutions
- Contribute to industry research and market insights
- Collaborate with distributed stakeholders across the US
🎯 Requirements
- 10+ years client-facing wealth mgmt experience preferred
- Strong understanding of portfolio construction and asset allocation
- Experience with private markets and alternative investments a plus
- Quantitative/analytical skills to translate data to actions
- Excellent written and verbal communication
- Series 65 required unless exempt via CFA/CFP
🎁 Benefits
- Base salary $170,000–$225,000 USD depending on location/experience
- Eligibility for incentive compensation
- Hybrid work in SF Bay Area
- Comprehensive health, dental, vision insurance
- 401(k) with employer matching
- Paid holidays and generous PTO
