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Farther

Director, Investment Solutions

Farther

Senior Investment Strategy Analyst at Farther providing expert portfolio analysis and insights to advisors. Collaborating with teams on investment tools and mentoring junior members.

Posted 8/1/2026full-timeNew York City • New York • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in portfolio analysis, investment strategy development, and client engagement, with a strong focus on mentorship and team support. Proficient in quantitative analysis and strategic asset allocation, leveraging AI tools for enhanced financial modeling.

Highest-signal resume keywords
CFA DesignationClient-Facing Portfolio ManagementStrategic Asset Allocation FrameworksQuantitative AnalysisMentorship and Development Support

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Investment AnalysisModel BuildingRisk AnalysisData-Driven NarrativesFinancial Modeling
Soft Skills
CoachingDiplomatic SkillsAdaptability
Tools & Technologies
AI Tools
Certifications & Qualifications
CFA DesignationAdvanced Degree in Finance
Industry Keywords
RIAWirehouseMulti-Asset TeamWealthtech

About the role

Key responsibilities & impact
  • Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
  • Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
  • Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
  • Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

Requirements

What you’ll need
  • CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.
  • Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.
  • A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors.
  • Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.
  • An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
  • Comfort using AI tools to support financial modeling and process enhancement.

Benefits

Comp & perks
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO