Director of Investment Solutions
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-12
Listing for:
Farther
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
- The Senior Investment Strategy Analyst serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors
- Reporting to the Director of Investment Solutions, this individual brings deep capital markets expertise to fill critical organizational needs, specifically focusing on complex investment analysis, model building, and providing advisor-facing seniority
- This is a hands-on role where you will balance front-line advisor consultations with rigorous quantitative research, strategic asset allocation, and cross-functional technology development. Your capacity to execute repeatable processes and build scalable solutions will directly drive the firm’s growth
- Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention
- Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives
- Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools
- Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales
- Opportunity to work with a talented team of professionals.
- Drive the success of a venture-backed, rapidly growing firm
- Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis
- An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealth tech firm
- Comfort using AI tools to support financial modeling and process enhancement
- CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field
- Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team
- A proven “coach” mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors
- Advanced proficiency with tools like Bloomberg and Morningstar, and facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis
- Experience working closely with software engineers or product teams to automate investment workflows
- Prior experience navigating complex portfolio transitions or building tax-aware investment models
- Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform
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