Investment Strategist – Investment Director

Equi

Investment Strategist directing investment operations for UHNW clients at Vectis. Owning client portfolios and managing investment proposals with a focus on portfolio construction and implementation.

Posted 7/1/2026full-timeRemote • Colorado, New York • 🇺🇸 United StatesLead💰 $130,000 - $240,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment strategy, portfolio construction, and client portfolio implementation, with a strong focus on building proposals and managing client relationships. Proficient in due diligence, risk assessment, and operational coordination within the private wealth and family office sectors.

Highest-signal resume keywords

Investment StrategyPortfolio ConstructionManager ResearchClient Portfolio ImplementationDue Diligence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ConstructionInvestment Proposal DevelopmentTrade List PreparationRebalancingManager SourcingInvestment DiligenceOperational DiligenceAnalytical SkillsWriting Investment MemosClient Proposal Writing

Soft Skills

Senior Communication PresenceAttention to DetailFiduciary JudgmentAccountability

Tools & Technologies

ExcelPortfolio AnalyticsCRM ToolsReporting ToolsPythonSQLAI-Enabled Workflow Automation

Certifications & Qualifications

CFACAIAMBA

Industry Keywords

Private WealthFamily OfficeMFORIAOCIOFund of FundsInvestment ConsultingAlternativesUHNW ClientsInvestment Committee

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Own the day-to-day investment operating rhythm for client portfolios, including proposal workflow, portfolio reviews, trade and rebalance coordination, manager implementation, liquidity windows, and follow-through with advisors, operations, and compliance.
Own the investment proposal process for prospects and existing clients, translating account statements, goals, constraints, risk tolerance, and advisor notes into clear recommendations.
Build client-ready investment materials that explain the recommended portfolio, role of each allocation, key risks, implementation steps, and expected monitoring cadence.
Develop and maintain Vectis portfolio construction frameworks, model allocations, manager rosters, rebalancing guidelines, and house-view strategy work for the RIA/MFO client base.
Prepare and oversee client portfolio trade lists, rebalances, subscriptions, redemptions, and implementation instructions in coordination with advisors, operations, and compliance.
Present manager recommendations, portfolio construction views, and monitoring updates to the investment committee with clear recommendation logic and risk framing.

Requirements

What you’ll need

8-12 years of experience in investment strategy, portfolio construction, manager research, private wealth, family office, MFO, RIA, OCIO, fund of funds, investment consulting, or alternatives.
Demonstrated experience as a primary or senior investment professional for UHNW, family office, or institutional clients, including building proposals and portfolio recommendations—preferably in an MFO/RIA or family-office setting.
Hands-on portfolio construction and client portfolio implementation experience, including rebalancing, trade-list preparation, subscriptions/redemptions, liquidity windows, and operational coordination.
Strong manager sourcing and due diligence experience across marketable and/or private fund strategies, including investment diligence and operational diligence.
Ability to write concise investment memos, IC materials, client proposals, advisor notes, and manager monitoring updates.
Senior communication presence with advisors, clients, managers, investment committee members, operations, legal/compliance, and internal investment colleagues.
High fiduciary judgment, strong attention to detail, and comfort being accountable for portfolio recommendations and implementation follow-through.
Strong Excel and analytical skills; experience with portfolio analytics, CRM/reporting tools, Python/SQL, or AI-enabled workflow automation is a plus.
CFA, CAIA, MBA, or relevant graduate training is a plus but not a substitute for proven judgment and execution.

Benefits

Comp & perks

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