🛠 Tech Stack

💼 About This Role

You'll drive macro research and portfolio construction for Savvy's investment platform. You'll work directly with the CIO to build the next generation of advisor technology and turn research into advisor-facing tools. This role sits at the intersection of investing and product, allowing you to ship investment insights through dashboards and automations.

🎯 What You'll Do

• Drive macro and market research using AI tools
• Support portfolio construction across Savvy offerings
• Produce thought leadership content like market recaps
• Collaborate with Engineering, Product, and Design teams
• Develop advisor-facing materials and presentations

📋 Requirements

• 5–7 years of investment experience
• Strong foundation in macroeconomics and multi-asset portfolio construction
• Ability to synthesize complex ideas into clear insights
• Experience using AI tools (ChatGPT, Claude, etc.) daily

✨ Nice to Have

• Experience with multi-asset portfolios or model portfolios
• Familiarity with ETFs, direct indexing, or alternative investments
• Programming or data analysis experience (Python, SQL)

🎁 Benefits & Perks

• 💰 Competitive salary and equity
• 🏖️ Unlimited PTO
• 🏥 Medical, dental, vision plans
• 🍱 Lunch and snacks in office
• 🧠 Mental health care (Spring Health)