Investment Strategist – Investment Director

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🔥 1 hour ago

⛰️ Colorado, New York – Remote

⛰️ Colorado – Remote 🗽 New York – Remote

💵 $130k - $240k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Equi

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

Finance • Investment

Equi is an investment management company that specializes in creating bespoke alternative investment portfolios designed to be uncorrelated to public markets. With over 22 years of experience, Equi's team manages systematic and discretionary hedge fund strategies, aiming to diversify portfolios and minimize market volatility. The company actively manages investments, using internal hedging strategies to optimize returns across various market environments. Equi caters to discerning investment advisors and family offices, providing access to unique asset classes and innovative investment approaches.

📋 Description

• 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

• 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

• Offers Equity