Investment Strategist / Investment Director

📋 Description

• Own the Vectis RIA client investment lifecycle, delivering institutional-grade portfolio management.
• Manage day-to-day investment rhythm: proposals, portfolio reviews, trades, rebalances, liquidity, and compliance.
• Build repeatable controls for client recommendations, trading, subscriptions/redemptions, and monitoring.
• Own investment proposals and client materials; tailor to goals and constraints with advisors.
• Develop and maintain portfolio construction frameworks, model allocations, and house-view strategy.
• Prepare and oversee client trade lists and implementation with advisors and operations.

🎯 Requirements

• 8-12 years in investment strategy, portfolio construction or alternatives.
• Primary/senior investment professional for UHNW or institutional clients.
• Hands-on portfolio construction and client implementation (rebalances, trades).
• Strong manager sourcing and due diligence across marketable/private funds.
• Ability to write concise investment memos, IC materials, and proposals.
• Senior communication with advisors, clients, managers, and IC members.
• High fiduciary judgment; detail-oriented; accountable for recommendations.
• Strong Excel and analytics; Python/SQL; CRM/tools; AI a plus.
• CFA, CAIA, MBA or related graduate training a plus.