🛠 Tech Stack

💼 About This Role

You'll partner with senior investment leadership to conduct quantitative and qualitative research across asset classes, supporting portfolio construction and investment strategy implementation. You'll help distill market developments into actionable insights for our planning team and members.

🎯 What You'll Do

• Partner with VP of Investments on portfolio construction and asset allocation
• Conduct quantitative and qualitative research across asset classes
• Support implementation of investment strategies across client accounts
• Collaborate cross-functionally to improve investment workflows and tools

📋 Requirements

• 5+ years experience in a similar role
• CFA, CFP, Series 65 or Series 66 designation
• Strong investment acumen and passion for markets
• Experience using financial services technologies

✨ Nice to Have

• Interest in the tech industry or startup experience
• Consumer fintech experience

🎁 Benefits & Perks

• 🏥 Comprehensive health coverage
• 💰 401k plan
• 💻 Technology allowance
• 🏖️ PTO
• 👶 Paid parental leave