Investment Strategist

Job Summary

Seeking an experienced Investment Strategist, the full-time remote role will manage the investment lifecycle for ultra-high-net-worth clients, including portfolio construction, trading, and due diligence across both Vectis and Equi, while collaborating with advisors and investment teams.

Key responsibilities

• Serve as the primary investment professional for Vectis RIA clients, managing institutional-grade portfolio operations and client interactions
• Lead the investment proposal process, translating client needs into clear, actionable recommendations and materials
• Source and conduct due diligence on investment managers, presenting findings and recommendations to the investment committee

Required qualifications

• 8-12 years of experience in investment strategy, portfolio construction, or related fields
• Demonstrated experience working with ultra-high-net-worth clients in a family office or RIA setting
• Hands-on experience with portfolio implementation, including rebalancing and operational coordination
• Strong track record in manager sourcing and due diligence across various fund strategies
• Ability to produce concise investment materials and communicate effectively with diverse stakeholders