Client-Facing Portfolio Strategist: Tax-Aware & Data-Driven
$125k - $175kQuantinno Capital Management
Quantinno Capital Management, located in New York, is hiring a Portfolio Strategist responsible for aligning client portfolios with their objectives. Candidates should have an undergraduate or master’s degree in finance or a related field along with 2-5+ years of experience in a client-facing role in investment management. They will need strong analytical skills, proficiency in Python, and the ability to effectively communicate insights to clients and leadership. The role offers a salary range of $125,000 to $175,000 per year, plus additional benefits. #J-18808-Ljbffr Quantinno Capital Management
$125k - $175k
...specializing in innovative tax-aware investment strategies.... ...and detail-oriented Portfolio Strategist to join our fast-... ...responsible for ensuring that client portfolios are aligned... ...in a client-facing and analytical role in... ...experience with Pandas and data analysis preferred...DataTax$63k - $95k
...Day The Senior Strategist I position is part... ...the broader Global Client Insights team (GCI... ...- to identify data-driven strategies that improve... ...support a defined portfolio of enterprise... ...of building client-facing stories that influence... ...want to make you aware of our recruitment...DataWork experience placementLocal area$85 - $115 per hour
...asset management, portfolio construction, financial... ...strategy, client advisory workflows,... ..., liquidity needs, tax considerations, and... ...Evaluate client-facing communications against... ...Wealth Management Data & Fiduciary Workflow... ...retirement projections, tax-aware planning,...DataTaxRemote jobHourly payWeekly payJob sharingContract workPart timeFor contractorsWork at officeFlexible hours- ...generative AI, large-scale data pipelines, and... ...seeking a customer facing, data-driven Sr. CRO Strategist with 4-6 years of experience... ...initiatives for a portfolio of direct-to-consumer (DTC) e-commerce clients. This is a customer-... ...time you need. ~ Tax free commuter and...DataTaxWork at officeImmediate start1 day per week
$95k - $115k
...a Programmatic Strategist to own the activation... ...across our clients’ DSPs. This... ...will manage a portfolio of high‑value deals... ...AI‑agent‑driven workflows alongside... ...trading with client‑facing DSP expertise.... ...with our Data Science and Engineering... ...offices) & pre‑tax commuter...DataTaxWork at officeRemote workWork from home$175k - $210k
...technology and driven by advisor needs... ...Investment Strategist, you will play... ...investment research, portfolio design, and... ...forward role, a client-first mindset is... ...direct indexing, tax optimization,... ...analysis, and custom data modeling... ...features, and client-facing materials meet...DataTaxCasual workWork at officeAfternoon shift- ...Role We’re seeking a customer-facing, data-driven CRO Strategist with 2-4 years of experience... ...optimization initiatives for a portfolio of direct-to-consumer (DTC) e-commerce clients. This is a client-facing,... ...to take the time you need. Tax free commuter and parking benefits...DataTaxWork at officeImmediate start1 day per week
- ...technology firm in New York is seeking a customer-facing CRO Strategist to support conversion rate optimization for various DTC e-commerce clients. You will work closely with senior team... ...execute testing programs while analyzing data and transforming insights into actionable...Data
- Performance Strategist (Client-Facing, Paid Media) About Everything Bagel Partners LLC At Everything Bagel, we build and support breakthrough brands... ...as a client-facing performance lead Translate performance data into clear insights and recommendations Proactively...Data
$60k - $75k
...THE ROLE Sotheby’s Client Strategy team... ...internal non-client facing role which relies... ...extract and manipulate data to inform strategy... ...clients and bring awareness of advisory... ...Partner with Client Strategists to do research for... ...opportunities in their portfolio of clients...DataLocal area$123k - $193k
...research, scalable technology, and hands‑on client expertise. Our mission is to deliver hyper‑personalized, tax‑aware portfolios at scale. As a Client Portfolio Manager (CPM)... ...experience. Interpret and communicate portfolio data — including exposures, tax trades, drift, and...DataTaxWork experience placement$165k - $185k
...in addition to portfolio advice, and wealth... ...needs of our clients. Business &... ...President, Investment Strategist is a key... ...Wealth to ensure awareness and understanding... ..., planning, tax, and trust Analyze... ...manipulate data with the goal of... ...compelling client-facing and internal...DataTaxFull timeLocal areaWorldwideShift work- ...operating through our clients’ perspective and... ...risk, and diversify portfolios in a tax‑aware manner. As a Portfolio... ...testing using financial data platforms Translate... ...development of client‑facing and internal materials... ...collaborative and analytically driven professional who is...DataTaxWork at office
- ...assets for a variety of clients, including private... ...collaboration between portfolio managers, research analysts... ...a premier provider of tax‑exempt investment solutions... ..., and technology‑driven execution to capture market... ...in Microsoft Excel and data analysis tools; familiarity...DataTaxShift work
- Client Portfolio Manager, Brooklyn Direct Indexing page is loaded## Client Portfolio Manager, Brooklyn... ...is to deliver hyper-personalized, tax-aware portfolios at scale. As a Client... ....* Interpret and communicate portfolio data — including exposures, tax trades, drift...DataTaxWork experience placementWork at office
$115k - $130k
...a mid-level Campaign Strategist to join our Advertiser... ...campaigns that align with our clients' acquisition goals... ...for a diverse portfolio of advertisers. Collaborate... ...engagement. Make data-driven adjustments to meet... ...vision insurance ~ Pre-tax savings plans and...DataTaxWork at office$90k - $125k
...for a variety of clients, including private... ...collaboration between portfolio managers, research... ...taxable and tax‑exempt solutions,... ...portfolio managers, strategists, and engineers on... ...Microsoft Excel and other data analysis tools.... ...family members facing critical health situations...DataTaxFull timeTemporary workPart timeWork at office$120k - $140k
...organizations. We help our clients put purpose... ...for a Senior Strategist to join our... ...and purpose driven brand strategy... ...opportunities they're facing, and how should... ...third party data, and more.... ...having a keen awareness of what needs to... ...for research, portfolio and brand architecture...DataWork at officeRemote workFlexible hours2 days per week$100k - $136k
...when delivering customer-facing solutions Technical and... ...Product-oriented and impact-driven - you care about... ...ability to reason about data flows, integrations, edge... ...with experience working in client-facing contexts Nice to... ...Parental leave up to 12 weeks Tax free commuter and...DataTaxFull timeContract workWork at officeFlexible hours- ...a Senior Paid Media Strategist to lead paid media strategy... ...across a portfolio of clients — and to help shape how... ...strategy: how we build awareness, move people through... ...creative. You'll connect data to decisions. And you... ...aside money on a pre-tax basis for medical expenses...DataTaxSummer workWork at officeHome officeFlexible hoursShift work
- A leading global auction house in New York is seeking a Client Strategy professional to collaborate with various specialist teams. This internal role focuses on data analysis, client acquisition, and relationship management. Candidates should have a Bachelor’s degree and...Data
$185k - $190k
A financial services firm is seeking a Client Advisory Specialist based in New York City. The role requires partnering with sales teams and managing client relationships while driving business development initiatives. The ideal candidate must have five years of intermediary...DataRemote job- The Tax-Smart team within Customized Managed... ...and passive tax-aware strategies, including... .... As a Tax-Smart Portfolio Manager - Vice President... ...tax benefits for clients. Ongoing oversight... ...experience Strong data and analytical... ...oriented and process driven Strong communication...DataTaxFull timeWork experience placement
$90k - $119k
...organizations. We help our clients put purpose... ...looking for a Strategist to join our... ...and purpose driven brand strategy... ...opportunities they’re facing, and how should... ...third party data, and more.... ...having increasing awareness of what needs... ...for research, portfolio and brand architecture...DataLive inWork at officeRemote workFlexible hours2 days per week$140k - $170k
...disciplined entrepreneurship, serving clients with creative solutions and... .... Role Description: As a Portfolio Strategist within Nomura’s Portfolio... ...Strategy or other client‑facing investment roles for multi‑... ...Ability to work with large data sets to concisely analyze and...DataRelocation package- ...delivering for our clients, teammates,... ...Markets Investment Strategist The Chief Investment... ...guidance, and portfolio strategy across Merrill... ...Supports field‑facing teams by... ...and development of data‑driven insights. Exceptional... ...Business Development Awareness Product &...DataWork at officeWork from homeShift workDay shift
- Senior Client Account Strategist (Digital) 321 is a creative marketing agency using strategic data to create the kinds of meaningful moments that... ...teams Actively apply AI-driven tools and techniques to optimize... ...journey strategies, from awareness to conversion to retention...Data
$131.91k - $224.14k
...’s most sophisticated clients using leading technology... .... Role / Department Strategist, Wealth and... ...promotion to support campaign awareness, consideration and lead... ...channel platforms, using data/feedback to tailor... ...performance reporting and data‑driven analysis to optimize...DataWork at officeRemote workHome office- ...services. ABOUT THE ROLE The Lead Client Strategist serves as the strategic... ...to ensure all work is insight-driven, strategically aligned, and... ...strengthen internal and client-facing presentations through clear... ...Prolonged sitting and extensive data entry and typing Minimal...DataWork at officeLocal areaWorldwideFlexible hours
$160k - $200k
Head of Portfolio Risk & Analytics page is loaded## Head... ...the best way to help our clients and advance our... ...tools, leveraging market data, portfolio modeling, and... ...deliver scalable, insight-driven solutions.**Key Responsibilities... ...with direct indexing, tax-aware investing, and...DataTax
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