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Remote Investment Strategist UHNW Portfolios
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-07-10
San Diego, San Diego County, California, 92189, USA
Listing for:
Towards Equilibrium Inc. (Equi)
Full Time, Remote/Work from Home
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Towards Equilibrium Inc. (Equi) is seeking an experienced Investment Strategist for a full-time remote role. You will manage the investment lifecycle for ultra-high-net-worth clients, overseeing portfolio construction, trading, and due diligence across Vectis and Equi, while collaborating with advisors and investment teams.
The ideal candidate will have 8-12 years of experience in investment strategy and must demonstrate a strong track record in working with ultra-high-net-worth clients.
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