Savvy Wealth

Research Analyst

Savvy Wealth

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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About the role

  • Drive macro and market research with speed and conviction, leveraging AI tools to go deeper and faster
  • Support portfolio construction and ongoing enhancements across Savvy Total Portfolios (STP), direct indexing, options overlays, and other offerings
  • Produce thought leadership content, including market recaps, Portfolio Perspectives, and ad hoc research memos
  • Develop advisor-facing materials and presentations that translate investment insights into clear, actionable narratives
  • Partner closely with Engineering, Product, and Design (EPD) to build and improve investment tools, dashboards, and analytics
  • Translate investment concepts into product requirements, helping engineers build intuitive and impactful advisor experiences
  • Proactively identify and own opportunities to improve portfolio insights, reporting, and advisor workflows across the platform, with an automation-first mindset
  • Contribute to the ongoing development and scaling of Savvy’s investment platform

Requirements

  • 5–7 years of investment experience (buy-side, sell-side, or allocator)
  • Strong foundation in macroeconomics and multi-asset portfolio construction
  • Ability to connect the dots between markets, portfolios, and implementation
  • Synthesize complex ideas into clear, concise insights
  • Strong communicator, both written and verbal, able to tailor message to different audiences
  • Naturally curious and time spent thinking about markets beyond what is required
  • Actively use AI tools in day-to-day workflow and look for ways to automate repetitive tasks
  • Thrive in ambiguity, move fast, and take full ownership
  • Enjoy working cross-functionally and effectively collaborate with non-investment teams (e.g., engineering, product)
  • Interested in helping build, not just analyze
Benefits
  • Competitive salary and equity package
  • Unlimited PTO + paid company holidays
  • Access to holistic medical, dental, and vision plans
  • Company 401(k), Commuter, and HSA/FSA plans
  • NYC office in the heart of Manhattan
  • Lunch and snacks provided in the office
  • Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
  • Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
Applicant Tracking System Keywords

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

Hard Skills & Tools
macro researchmarket researchportfolio constructiondirect indexingoptions overlaysinvestment insightsautomationanalyticsproduct requirementsinvestment platform
Soft Skills
strong communicatorsynthesize complex ideasnaturally curiousthrive in ambiguityownershipcross-functional collaborationtailor messageclear insightsactionable narrativesproactive identification