Vise
Vise is a technology-powered asset manager that helps advisors build, manage, and explain personalized portfolios.
Investment Management • RIA • Financial Advisors • Fintech • Financial Services
51 - 200
Investment Strategist
March 23
🏢 In-office - Manhattan
Vise
Vise is a technology-powered asset manager that helps advisors build, manage, and explain personalized portfolios.
Investment Management • RIA • Financial Advisors • Fintech • Financial Services
51 - 200
Description
• Build and maintain investment platform • Contribute to investment strategy design • Support client and sales inquiries • Develop, test, and optimize investment strategies • Analyze portfolios and attribute risk • Author market commentary and strategy updates
Requirements
• 2-5 years experience in research, portfolio management, trading, or similar • Technical skills including Python, SQL, and cloud-based data management • Proficiency in financial platforms such as Bloomberg and Factset • Strong written and verbal communication skills • Undergraduate degree in quantitative or business field • CFA is a plus
Benefits
• Salary range $120,000 - 175,000 per year • Competitive equity package • Comprehensive employee benefits
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