Investment Portfolio Strategist
TEEMA Solutions Group
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 Strategist position commonly found through the Career Launch AI Talent Network. It is provided to help job seekers understand the responsibilities and qualifications typically associated with portfolio strategy and investment planning roles. Actual openings vary depending on employer needs. #J-18808-Ljbffr TEEMA Solutions Group
- 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,...SuggestedRemote jobFull time
- ...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...Suggested
- 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
- The Hartford is looking for an Investment Specialist - RIA Channel to deliver customized investment analyses to Registered Investment Advisors (RIAs). This role focuses on portfolio construction guidance, market insights, and strengthening client relationships. Ideal candidates...Suggested
- ...manages institutional-quality alternative investment solutions, including Equi-branded funds... ...mandate—full ownership of UHNW client portfolios at Vectis alongside manager research... ...We are seeking an AI-native Investment Strategist / Investment Director with roughly 8-12...SuggestedWork at office
- ...of Business: TD Wealth Job Description: The U.S. Wealth Chief Investment Office ("CIO") is responsible for the development of TD Wealth... ...market outlook, asset allocation positioning recommendations, portfolio management of U.S. Wealth's Home Office Portfolios and investment...Full timeWork experience placementLocal areaWork from homeHome officeFlexible hours
$160k - $200k
...Position Overview This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation...Local areaShift work- ...Alternative Investments Strategist New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge... ...CIO) provides thought leadership, investment guidance, and portfolio strategy across Merrill and Bank of America Private Bank....Work at officeWork from homeShift workDay shift
$135k - $145k
...Investment and Model Portfolio Researcher This is a great opportunity for a strategic-minded professional to join a leading and high-profile financial institution within a world-class Index Strategy team. In this New York-based role, you will serve as a subject matter...Worldwide$165k - $185k
...equity and commodities, in addition to portfolio advice, and wealth planning services. We... ...institutions. The Private Wealth Investment Group supports the investment process by... ...business. The Vice President, Investment Strategist is a key contributor supporting senior...Local areaWorldwideShift work$125k - $150k
...Henderson is more than a job, it’s about investing in a brighter future together . Our... ...opportunity Multi-asset investment strategist focused on integrating quantitative techniques... ...macro views Contribute to portfolio construction and optimization across macro...Flexible hours$140k - $170k
...governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment... ...long-term investment goals. Role Description: As a Portfolio Strategist within Nomura's Portfolio Consulting Team and as part of...Relocation package$125k - $175k
...established in 2018 by alumni from some of the world's largest investment firms, is an asset manager specializing in innovative tax-... ...is seeking a highly motivated and detail-oriented Portfolio Strategist to join our fast-growing firm. The Portfolio Strategist role...- Senior Institutional Investment Strategist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry... ...-career institutional investment strategy role focused on portfolio construction, asset allocation, and institutional client...Full timeInternship
$125k - $150k
Your Opportunity Multi-asset investment strategist focused on integrating quantitative techniques with fundamental macro views Contribute to portfolio construction and optimization across macro strategies Maintain and grow relationships among ETF providers and internal...- Citigroup Inc. seeks a Portfolio Consultant in New York City to provide asset allocation and macroeconomic strategies for high net worth... ...working closely with financial advisors, implementing investment products, and conducting product benchmarking assessments. Ideal...
$160k - $200k
The Blackstone Group L.P. is seeking a professional for CLO portfolio management in New York. This role involves constructing model portfolios, monitoring risk, and analyzing trends. Ideal candidates will have a quantitative degree and relevant experience in asset management...- KKR is seeking a Principal for the Global Portfolio Construction Team in New York to develop and implement strategies for credit and insurance investments. You will analyze market trends and present findings to stakeholders, driving informed investment decisions and collaborating...
$98.96k - $148.44k
Citibank (Switzerland) AG is seeking a Portfolio Manager on the Credit Financing Team in New York. This role requires 5-8 years of experience and focuses on managing data integrity, client engagement, and risk management through data processes. Candidates should possess...$125k - $150k
Janus Henderson Global Investors is seeking a Multi-Asset Investment Strategist in New York. This role focuses on integrating quantitative techniques... ...requires 3-5 years of experience. Responsibilities include portfolio construction and maintaining relationships with ETF...- Quant Blueprint LLC is looking for an experienced Portfolio Manager to manage onshore private fund portfolios, primarily in China. The successful candidate will conduct investment research, monitor risks, and collaborate with various teams across the globe. The role demands...
- A dedicated investment management firm is seeking a Senior Institutional Investment Strategist in New York, NY. The role involves supporting investment strategies focused on portfolio construction and client support. The ideal candidate should possess a Bachelor's degree...
$150k - $250k
The D. E. Shaw Group seeks a technical strategist for its investment management team. This role involves developing and customizing investment products, focusing on quantitative analysis and portfolio design. The ideal candidate will have a background in science, technology...$140k - $185k
...recruitment agency is seeking a Real Assets Specialist in New York, NY to support investment teams. The role involves analyzing real asset investment opportunities, monitoring portfolio performance, and assisting with transaction execution. Candidates should have a bachelor...$125k - $175k
Quantinno Capital Management, located in New York, is hiring a Portfolio Strategist responsible for aligning client portfolios with their... ...along with 2-5+ years of experience in a client-facing role in investment management. They will need strong analytical skills,...- Citi is seeking a Portfolio Consultant in New York to provide asset allocation and macroeconomic strategy for high net worth clients.... ...involves collaborating with Financial Advisors to conceptualize investment portfolios and managing the implementation of Citi's...
$175k - $200k
A global investment firm in New York seeks a Multi-Asset Investment Strategist to drive portfolio optimization and develop quantitative frameworks. The ideal candidate will have over 10 years of investment experience with a focus on quantitative techniques, possess strong...$160k - $200k
Blackstone in New York is looking for a professional experienced in CLO portfolio management and analytics. Your role will include constructing model portfolios, monitoring portfolio risk, and assisting with day-to-day management. The ideal candidate has 2+ years of experience...$160k - $200k
First Citizens Bank is hiring for a vital hybrid role in New York City focused on managing a portfolio of larger, complex clients. The successful candidate will work closely with the customer credit team and be responsible for ensuring compliance with Bank policies while...$140k - $170k
A global financial services firm is seeking a Portfolio Strategist to join their team in New York City. The successful candidate will conduct... ...teams. This position requires 5+ years of experience in investment roles and exceptional skills in public speaking and data analysis...
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