Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

VP, Private Wealth Investment Strategist - Portfolio Insights

CFA Institute

CFA Institute is looking for a Vice President, Investment Strategist to contribute to portfolio insights and client deliverables. This role involves collaboration with Wealth Advisors to create customized portfolio solutions for high-net-worth clients. The ideal candidate will have over 7 years of experience in financial markets, strong analytical skills, and expertise in both public and private investments. The position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr CFA Institute

Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the VP, Private Wealth Investment Strategist - Portfolio Insights in New York, NY vacancy
  • $165k - $185k

    Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of... 
    Private

    Neuberger

    New York, NY
    1 day ago
  • $150k - $200k

     ...Portfolio Strategist Blue Owl is a leading asset manager that...  ...March 31, 2026, we invest across three multi-strategy...  ...businesses with private capital solutions to...  ...Within our Global Private Wealth business, we are...  ...relevant fund updates and insights, and answering... 
    Private
    Permanent employment

    Blue Owl

    New York, NY
    3 days ago
  • $115k - $270k

     ...and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members...  ...businesses provide financial planning, investment management, banking and...  ...responsibility Deliver thoughtful insight on ISG positioning to PWAs and to PAG... 
    Private
    Full time
    Temporary work
    Part time

    Goldman Sachs, Inc.

    New York, NY
    3 days ago
  •  ...Investment Strategist We are seeking a dynamic and experienced...  ...to join J.P. Morgan Private Bank's LatAm & GFG Investment...  ...clients, creating insights that drive clients to...  ..., more resilient portfolios. The role combines...  ...J.P. Morgan Asset & Wealth Management delivers industry... 
    Private
    Work at office
    Local area

    JPMorgan Chase

    New York, NY
    21 hours ago
  • $130k - $250k

     ...participate in exciting investment opportunities...  ...including private equity, growth equity...  ...strategies, customized portfolios, and a range of...  ...Sachs' market insights and risk...  ...leading sovereign wealth funds, pension plans...  ...Asset Management, Strategists (also known as "Strats... 
    Private
    Full time
    Temporary work
    Part time

    The Goldman Sachs Group

    New York, NY
    1 day ago
  • $130k - $250k

    Asset & Wealth Management - Strategist - Vice President - New York New...  ...participate in exciting investment opportunities while...  ...including private equity, growth equity...  ...strategies, customized portfolios, and a range of advisory...  ...Goldman Sachs' market insights and risk management... 
    Private
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    3 days ago
  •  ...participate in exciting investment opportunities...  ...including private equity, growth equity...  ...strategies, customized portfolios, and a range of...  ...Sachs' market insights and risk...  ...leading sovereign wealth funds, pension plans...  ...Asset Management, Strategists (also known as "Strats... 
    Private

    Goldman Sachs

    New York, NY
    1 day ago
  •  ...Titan is an award-winning wealth manager with a mission...  ...Vision: When we put private wealth management in...  ...paradigms for the end-to-end investment management experience...  ...in bespoke portfolio analysis for clients,...  ...project‑manage investment insights (investment reports/webinars... 
    Private
    Work at office

    Titan

    New York, NY
    5 days ago
  •  ...of the Vice President, Investment Product Specialist is...  ...high‑performance model portfolio team that handles...  ...portfolios across the Private Bank’s investment solutions...  ...analytics within wealth or asset management; experience...  ...ability to convert insights into clear executive... 
    Private

    Aumni

    New York, NY
    2 days ago
  • $62.35k - $130k

     ...income experts supporting Raymond James financial advisors on our private wealth team. Candidates will provide customized solutions using...  ...high‑net‑worth clients and prospects. Construct custom built portfolios of individual bonds across municipal, corporate, and Treasury... 
    Private

    Raymond James

    New York, NY
    4 days ago
  •  ...Liquidity Solutions, within Public Investing, manages more than $2...  ...variety of clients, including private wealth mandates and institutional...  ...through collaboration between portfolio managers, research analysts,...  ...high‑level market insights, producing thought leadership... 
    Private
    Shift work

    Goldman Sachs Group, Inc.

    New York, NY
    3 days ago
  • $125k - $290k

    Asset & Wealth Management, Fixed Income: Portfolio Construction and Risk, Vice...  ...participate in exciting investment opportunities...  ...clients, including private wealth mandates...  ...income CIO by sharing insights and escalating...  ...with quantitative strategists to enhance the proprietary... 
    Private
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    2 days ago
  •  ...Asset & Wealth Management, Fixed Income - Client Portfolio Management, Vice President Fixed Income...  ..., within Public Investing, manages more than $2 trillion...  ...variety of clients, including private wealth mandates and...  ...high-level market insights, producing thought leadership... 
    Private
    Shift work

    The Goldman Sachs Group, Inc.

    New York, NY
    4 days ago
  •  ...an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting...  ...datasets to uncover new market insights and trends. Apply AI and... 
    Private
    Bank staff

    TwinThread LLC

    New York, NY
    2 days ago
  •  ...Citi Wealth - Lending Advisor - Vice President...  ...Citigold and Citi Private Client (CGCPC)...  ...worth clients. The VP Lending Advisor balances...  ...the CGCPC loan portfolio....  ...their liquidity, investment, and risk objectives...  ...using data-driven insights, portfolio analytics... 
    Private

    Citigroup

    New York, NY
    1 day ago
  • $62.35k - $130k

     ...Income Expert Raymond James financial advisors come to our private wealth team for advice and solutions for their top clients. We...  ...select individual bonds as part of a customized fixed income portfolio allocation. We understand the credit risks of municipal and corporate... 
    Private
    Work experience placement

    Raymond James Financial

    New York, NY
    1 day ago
  •  ...for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates should have a Bachelor's degree and 8+ years... 
    Private

    Aumni

    New York, NY
    4 days ago
  •  ...Asset & Wealth Management A career with Goldman...  ...participate in a broad range of investment opportunities while...  ...and strategy across private markets, including...  ...strategies to deliver portfolio-wide solutions, partnering...  ...by providing insight on ABF / IGPC strategies... 
    Private

    Goldman Sachs, Inc.

    New York, NY
    5 days ago
  • $200k

     ...and agenda of Carlyle Global Wealth, working closely with the group...  ...growth. Provide data-driven insights to guide strategy and...  ...preferably within financial services, private equity, or Wealth Management....  ...private equity, alternative investments, and Wealth Management with a... 
    Private
    Immediate start

    Carlyle

    New York, NY
    2 days ago
  • $115k - $270k

     ...and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members...  ...responsibility Deliver thoughtful insight on ISG positioning to PWAs and to PAG...  ..., fixed income, and alternative investments). Recommend to PWAs implementation... 
    Private
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    1 day ago
  • $180k - $350k

     ...Morgan Institutional Investment Solutions Institutional...  ...within J.P. Morgan Wealth Management Solutions,...  ...teams and institutional portfolio management at leading...  ...closely with International Private Bank Advisors to...  .... Deliver Investment Insights Act as a thought leader... 
    Private
    Work at office
    Flexible hours

    Fairygodboss

    New York, NY
    1 day ago
  •  ...largest investors and sovereign wealth funds. With over 2,000...  ...locations around the world, we invest in more than 40 countries globally...  ..., selection, monitoring, and portfolio construction. Perform...  ...Integrity, Merit and Excellence. #J-18808-Ljbffr GIC Private Limited
    Private
    Permanent employment
    Work at office
    Work from home
    Worldwide

    GIC Private Limited

    New York, NY
    3 days ago
  • $175k - $250k

     ...Wealth Advisor The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they...  ...firm's vast planning and investing expertise, in a way that...  ...minds at Bernstein including portfolio managers, wealth strategists, top senior Advisors and... 
    Private
    Flexible hours

    AllianceBernstein

    New York, NY
    1 day ago
  • $200k - $225k

    ## Software Engineering Manager, VP - Private Wealth TechnologyApplylocations: New York: Miamitime...  ...the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets...  ...our broad community of investors and portfolio companies.BXTI is fast paced and entrepreneurial... 
    Private
    Local area

    The Blackstone Group

    New York, NY
    5 days ago
  •  ...Equity Quantitative Investment Analyst / VP J.P. Morgan Chase...  ...Securities Services, Asset & Wealth Management, Retail...  .... JPMorgan Private Bank was recognized in...  ...and innovative Equity Portfolio Management team within...  ...to uncover new market insights and trends. Apply AI... 
    Private
    Bank staff

    JPMorgan Chase

    Jersey City, NJ
    4 days ago
  • TwinThread is seeking an experienced Investment Specialist to join our Real Estate Americas client strategy team in New York, NY. In...  ...expanding market share for our real estate products through the Private Wealth channel. You will lead efforts in developing a sales strategy... 
    Private

    Aumni

    New York, NY
    4 days ago
  • $250k - $300k

     ...professional to represent their real estate solutions within the Global Wealth Management Solutions (GWMS) platform. The role involves driving...  ...investors. The ideal candidate will possess deep knowledge of private real estate, expertise in alternative asset management, and... 
    Private

    Apollo Global Management

    New York, NY
    4 days ago
  • $130k - $160k

     ...Vice President, Investments & Portfolio Management San Francisco RCLCO Fund Advisors ("RFA"),...  ...world's largest pension funds, sovereign wealth funds, and institutional investors....  ...multiple internships or working in the private/public sector; Proficiency in Microsoft... 
    Private
    Work experience placement
    Internship
    Work at office
    Remote work
    3 days per week

    RCLCO

    New York, NY
    5 days ago
  •  ...value for our investors, the companies we invest in, and the communities in which we work...  ...include investment vehicles focused on private equity, real estate, public debt and...  ...Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets. BXMA... 
    Private
    Term time
    Flexible hours

    CFA Institute

    New York, NY
    1 day ago
  • $100k - $170k

    Job Description Asset & Wealth Management (AWM) is the primary investing area within Goldman Sachs...  ...hedge fund managers, private credit funds, private equity...  ...strategies, customized portfolios and a range of advisory...  ...on Goldman Sachs market insights and risk‑management expertise... 
    Private
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to VP, Private Wealth Investment Strategist - Portfolio Insights. Be the first to apply!