Remote Investment Strategist for UHNW Portfolios
Towards Equilibrium Inc. (Equi)
- Remote job
Towards Equilibrium Inc. (Equi) is seeking an experienced Investment Strategist for a full-time remote role. You will manage the investment lifecycle for ultra-high-net-worth clients, overseeing portfolio construction, trading, and due diligence across Vectis and Equi, while collaborating with advisors and investment teams. The ideal candidate will have 8-12 years of experience in investment strategy and must demonstrate a strong track record in working with ultra-high-net-worth clients. #J-18808-Ljbffr Towards Equilibrium Inc. (Equi)
$134k - $224k
...Institute in Columbus, Ohio is seeking a Senior Investment Professional skilled in Asset/Liability... ...of investment experience, optimize portfolio allocations, and provide strategic... ...schedule with 3 days in-office and 2 days remote, along with a comprehensive benefits package...Remote workWork at office- Equi is looking for an experienced Investment Strategist / Investment Director to drive investment strategies for ultra-high-net-worth clients... ..., focusing on investment proposals, due diligence, and portfolio construction. The ideal candidate will have 8-12 years in investment...Suggested
- ...services to ultra-high-net-worth clients and requires 10+ years of related experience. The ideal candidate will excel in managing investment portfolios, conducting financial analyses, and developing client relationships. The position emphasizes strong communication and...Suggested
- Northern Trust is seeking an experienced Senior Portfolio Advisor in San Francisco to manage a select set of large, fee-revenue producing UHNW accounts. You will advise on investment strategy, coordinate with the client service team, and contribute to market growth by...Suggested
- ...with a focus on supporting our investment brand. Identifies the best... .... As a Communications Strategist at Vanguard, you will join a... ...philosophy, market perspectives, portfolio strategies, and product... ...Thursday, with the option to work remotely or continue working from the...Remote workWork experience placementWork at officeRelocation packageMonday to Friday
- ...management. The role includes onboarding clients, managing investment portfolios, and collaborating with teams to ensure client satisfaction.... ...hybrid, requiring in-office presence Tuesday to Thursday, with remote work available Monday and Friday. Join a supportive...Remote workWork at officeMonday to Friday
$57k - $113k
Huntington National Bank is seeking a Consumer Finance Direct Lending Portfolio & Risk Specialist to oversee credit risk performance for consumer lending products. Located at any corporate office, this role requires 5-10 years of experience in consumer lending or credit...Remote jobWork at officeWork from homeFlexible hours- ...will play a critical role in developing investment strategies and managing risks to ensure... ...Key responsibilities include analyzing portfolios, forecasting investment income, and collaborating... ...position offers a mix of in-office and remote work, along with competitive benefits....Remote workWork at office
- A leading pharmaceutical organization is searching for a Remote Multi-Specialty Portfolio Specialist to achieve sales goals across various therapeutic areas including primary care and urology. This role requires a proven sales record, exceptional analytical skills, and...Remote job
- EP Wealth Advisors is seeking an Advanced Wealth Strategist to analyze client portfolios and develop wealth transfer strategies. This remote role includes significant client engagement in Torrance, California. Key qualifications include a CFP designation, 10+ years in financial...Remote jobFlexible hours
- Vanguard is seeking a Senior Portfolio Strategist in the United States to work with sophisticated... ...clients on portfolio construction and investment policy development. You will advise on... ...client experience. The role supports remote work across the US. #J-18808-Ljbffr VanguardRemote work
$200k - $280k
Netflix is looking for a Slate Planning Manager to strategize the portfolio for Netflix Games. This role involves working at the... ...fluency. The position is based in Los Angeles, with the option for remote work. Competitive compensation is offered, ranging between $200...Remote workFlexible hours$150k - $180k
Mercer Advisors seeks an experienced Investment Strategist to join their Portfolio Management Group. This remote role primarily focuses on providing expert investment insights to high-net-worth clients and financial advisors. Considerable wealth management experience and...Remote jobFlexible hours- ...give them the best chance for investment success. We put our... ...environment and identify and address portfolio construction challenges. We... ...seeking a Senior Portfolio Strategist to help our most sophisticated... .... NOTE: Will also consider remote work locations in the United...Remote workHome office
$60k - $100k
...dynamic marketing agency is seeking a Growth Strategist in Charlotte, NC, focused on holistic... .... This role includes managing client portfolios, ensuring satisfaction, and developing integrated... ...60,000 - 100,000 USD per year, offering remote work flexibility across the United...Remote job- Hancock Whitney Corp. is seeking a Senior Investment Portfolio Specialist in New Orleans, Louisiana. This role involves supporting Wealth Asset Management with portfolio management, strategy implementation, trading, and compliance. The ideal candidate should have at least...
$134k - $224k
Nationwide Mutual Insurance Company is looking for a Senior Investment Professional in Columbus, OH. This role involves optimizing investment portfolios, managing asset/liability strategies, and contributing to key investment decisions. Candidates must have a strong background...- ...real estate asset management, fundraising, and internal reporting for a diversified portfolio. Candidates should have a strong background in financial modeling and real estate investing, with excellent communication skills and attention to detail. This is an exciting opportunity...
- Fwainvest is seeking an Investment Portfolio Associate in Birmingham, Michigan. This role involves developing investment recommendations and supporting Financial Advisors with investment-related research and analytics. The successful candidate will have a Bachelor's degree...
- Overview Investment Portfolio Strategist - Initio Capital Location: New York, NY, United States Employment Type: Full-Time, Part-Time, Contract, Temporary, Internship, Casual Hybrid | New York, NY About This Posting This job description represents a sample Investment Portfolio...Full timeContract workTemporary workPart timeCasual workInternship
- A staffing agency is seeking an experienced Investment Portfolio Manager to join a collaborative team of finance professionals. The ideal candidate will have over 7 years in investment management or financial advisory roles, with a strong ability to build relationships...Work at office
- ...manages institutional-quality alternative investment solutions, including Equi-branded... ...broad mandate—full ownership of UHNW client portfolios at Vectis alongside manager research... ...are seeking an AI-native Investment Strategist / Investment Director with roughly 8-...Work at office
- Vanguard is seeking a Senior Portfolio Strategist to advise financial advisor clients on asset allocation and portfolio construction, shaping investment strategies and fund selection. You will review client portfolios and share insights with governance bodies, collaborating...
- ...for Toronto, Ottawa or Montreal, but open to remote candidates (within North America). Harris’ public safety portfolio is looking for an M&A professional to help support... ...a combination of the following functions: • Investment sourcing/origination • Investment Banking,...Remote work
- ...state location of position]. This position may be eligible for remote work in select geographic locations, subject to approval by PNC... ...Description Manages the facilitation and coordination of all assigned portfolios. Leads the highest complexity of portfolios which require...Remote workWork experience placementWork at officeWork from home
$50 - $60 per hour
DataAnnotation is seeking a Fixed Income Portfolio Manager to train AI models by evaluating AI chatbots and providing feedback. Your expertise in finance will help improve the accuracy and logic of AI responses on financial principles. Work from home on your own schedule...Remote jobHourly payWork from home- DataAnnotation is seeking a Fixed Income Portfolio Manager to train AI models, improving their logic and quality. The role allows you to work flexible hours from home while leveraging your financial expertise. Responsibilities include evaluating AI assistant outputs and...Remote jobWork from homeFlexible hours
$50 - $60 per hour
...Role Overview We are looking for an Investment Strategist to join our team to train AI models. You will measure the progress of these AI chatbots... ...Planning. Benefits This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want...Remote workHourly payFull timeContract workPart time$50 - $60 per hour
DataAnnotation is seeking a Fixed Income Portfolio Manager to help train AI models. You will evaluate AI chatbot responses on financial topics and provide feedback to enhance their reliability. The role is independent contractor based with flexible work hours from home....Remote jobHourly payFor contractorsWork from homeFlexible hours- ...Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities:Manages medium/large... ..., maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our...Remote workWork at officeWork from homeFlexible hours
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