Sr. Investment Strategist

1 Day ago • 8 Years + • $175,000 PA - $225,000 PA

Job Summary

Job Description

As a Senior Investment Strategist, you will be a player-coach to a fast-growing team and a client-facing technical expert in multi-asset portfolios. Your role will include creating diagnostics, investment strategies, and meeting with clients. You will engage with existing clients to understand their investment objectives, perform analysis on a broad range of topics, deliver portfolio insights, develop prototypes, and lead business development efforts.
Must have:
  • 8 years of experience in asset management or investment consulting.
  • Understanding of most asset classes and markets.
  • Experience with alternative asset classes.
  • Outstanding communication skills.
  • Track record working with institutional investors is required.
Good to have:
  • Experience in the Wealth segment.
  • Strong Python programming skills.
  • Foundation in statistics.
  • Experience with Databricks is a plus

Job Details

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

We are looking for a Senior Investment Strategist to join our growing Investment Advisory Solutions (IAS) team! As a Strategy Leader, you will be a player-coach to a fast-growing team and a client-facing technical expert in multi-asset portfolios. 

The IAS team provides non-discretionary investment advice to family offices, institutional investors, and investment advisors via AS Investment Management, LLC (ASIM), Addepar’s wholly-owned Registered Investment Advisor (RIA). Addepar's proprietary data and technology enable us to build analytics. These analytics help identify areas for portfolio improvement and design strategies to potentially increase returns. Your role will include participating in all aspects of the business, such as creating diagnostics, investment strategies, and meeting with clients. 

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $175,000 - $225,000 (base salary) + bonus + equity + benefits. 

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

What You’ll Do

  • Engage with existing clients to understand their unique circumstances, investment objectives, constraints, and apply portfolio analytics to support investment decisions and portfolio outcomes. 
  • Perform analysis on a broad range of topics, including asset allocation, portfolio construction, and risk management.
  • Deliver actionable portfolio insights through a blend of quantitative and qualitative analysis methodologies.
  • Develop prototypes and analytical capabilities using advanced statistical, quantitative, or econometric techniques based on feedback from existing clients and institutional investors.
  • Lead business development efforts through the creation of presentation material and new business pitches. 
  • Present at client meetings, roadshows, sales and due diligence calls, industry conferences, internal and external video content.

Who You Are

  • Minimum 8 years of experience in asset management or investment consulting, such as portfolio strategy, portfolio management, investment consultant, or risk management. 
  • Broad understanding of most asset classes and markets with direct experience in alternative asset classes (e.g. private equity and venture capital)
  • Outstanding communication skills, with a consistent record of articulating complex topics clearly to a variety of audiences
  • Demonstrable track record working with institutional investors is a requirement; experience in the Wealth segment is a plus.
  • Strong Python programming skills, a foundation in statistics and previous experience with Databricks is a plus

Our Values 

  • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
  • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. 
  • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. 
  • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. 
  • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. 

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.

Similar Jobs

People Can Fly - Senior Technical Game Designer

People Can Fly

Montreal, Quebec, Canada (On-Site)
3 Weeks ago
Google - Creative Technologist, Demos and Experiments

Google

Sunnyvale, California, United States (On-Site)
2 Days ago
Epic Games - Lead Gameplay Programmer

Epic Games

(On-Site)
3 Months ago
Scale AI - Engineering Manager

Scale AI

San Francisco, California, United States (Hybrid)
1 Day ago
Riot Games - Principal User Experience Designer

Riot Games

Los Angeles, California, United States (On-Site)
10 Months ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Google - Senior UX Engineer, Wear OS

Google

Bucharest, Bucharest, Romania (On-Site)
2 Days ago
Google - Senior Research Scientist

Google

Goleta, California, United States (On-Site)
2 Weeks ago
ATF Labs - UI /UX designer

ATF Labs

Gurugram, Haryana, India (On-Site)
7 Months ago
WongDoody - Experience Designer

WongDoody

Sydney, New South Wales, Australia (On-Site)
1 Day ago
Google - CPU Silicon Validation Lead

Google

Tel Aviv-Yafo, Tel Aviv District, Israel (On-Site)
2 Weeks ago
Epic Games - Senior Gameplay Programmer

Epic Games

Montreal, Quebec, Canada (On-Site)
2 Weeks ago
Zscaler - Sr Staff Software Development Engineer

Zscaler

Bengaluru, Karnataka, India (Hybrid)
9 Hours ago
Google - Senior Staff Research Scientist

Google

Mountain View, California, United States (On-Site)
3 Days ago
Vertigo Games - Lead Level Designer

Vertigo Games

Amsterdam, North Holland, Netherlands (Hybrid)
1 Day ago
Playrix - Senior UI Artist

Playrix

Portugal (Remote)
6 Months ago

Get notifed when new similar jobs are uploaded

Jobs in New York, New York, United States

Scanline VFX - Creative Editor

Scanline VFX

Los Angeles, California, United States (Hybrid)
6 Months ago
The Walt Disney Company - Housekeeping - Part Time

The Walt Disney Company

Hilton Head Island, South Carolina, United States (On-Site)
1 Week ago
Google - Program Manager II, Supply Chain Compliance, Technical Infrastructure

Google

Atlanta, Georgia, United States (On-Site)
2 Weeks ago
Adyen - Legal Counsel, Commercial

Adyen

San Francisco, California, United States (On-Site)
9 Hours ago
Ariens Company - Maintenance Technician - 2nd Shift

Ariens Company

Brillion, Wisconsin, United States (On-Site)
1 Day ago
DraftKings - Senior Lead Software Engineer

DraftKings

Boston, Massachusetts, United States (On-Site)
1 Week ago
Netflix - Web UI Engineer (L5)

Netflix

United States (Remote)
2 Weeks ago
NVIDIA - HPC Operations Manager - Hardware Engineering

NVIDIA

Austin, Texas, United States (On-Site)
2 Months ago
Fliff  Inc  - Junior Finance

Fliff Inc

Philadelphia, Pennsylvania, United States (On-Site)
9 Months ago
NVIDIA - Senior Engineering Manager, Cloud Service Provider Application

NVIDIA

Santa Clara, California, United States (On-Site)
1 Week ago

Get notifed when new similar jobs are uploaded

Similar Category Jobs

Looks like we're out of matches

Set up an alert and we'll send you similar jobs the moment they appear!