Senior Investment Strategist

6 days ago


New York, New York, United States NFP Full time
About the Role

We are seeking a highly skilled and experienced Senior Investment Strategist to join our elite team at NFP. As a key member of our Investment Team, you will be instrumental in shaping our investment strategies and have immediate exposure to top-tier external investment managers, internal investment expertise, senior management, and advisors and their clients.

Key Responsibilities
  • Provide support to the Chief Investment Officer, the Head of Due Diligence, the Chief Market Strategist and broader Investment Team.
  • Support the firm's M&A activity via reviews of target firms' investment portfolios and solutions prior to an acquisition. Also facilitate the integration of investment platforms and model portfolios after a deal closure.
  • Analyze existing and prospective managers and strategies both quantitatively and qualitatively to form a point of view.
  • Participate in manager meetings and Investment Committee meetings.
  • Serve as a resource to advisors for anything investment related.
  • Support Wealthspire's Outsourced Chief Investment Officer offering with third-party wealth managers.
  • Work with other functional areas (Client Operations, Data Operations, Technology, etc) supporting organic growth and client retention.
  • Initiate and pursue ideas furthering our Key Results, increased efficiency, and improved client experience.
  • Support the one-off projects and research ideas of senior Investment Team members.
Requirements
  • 8-10 years of relevant experience working in a wealth management capacity, preferably at an RIA.
  • Completed or pursuing CAIA, CIMA, or CFA.
  • Bachelor's degree or higher; major in finance, economics, engineering, math, data analytics or a quantitative discipline preferred.
  • Proficiency in Microsoft Office, especially Excel; experience with a third-party manager diligence tool (e.g., Morningstar Direct, Bloomberg, etc) is a plus.
About NFP

NFP is a leading provider of wealth management and investment services. We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. Our team is dedicated to delivering exceptional results and building long-term relationships with our clients.

What We Offer

We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.



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