Job Description

About the Role

We operate within a sophisticated investment environment supporting institutional portfolios, multi-asset strategies, capital allocation frameworks, and long-term value creation initiatives. In an increasingly complex global market, disciplined investment strategy, rigorous analysis, and forward-looking insights are essential to delivering consistent outcomes.

The Senior Investment Strategy Analyst plays a critical role in shaping investment perspectives, supporting strategic asset allocation, and informing executive decision-making. This position partners with senior investment leaders to analyze macroeconomic trends, market dynamics, portfolio construction approaches, and risk-adjusted performance drivers.

This role is designed for a highly analytical professional with deep financial expertise, strong strategic judgment, and the ability to translate complex data into clear, actionable insights for senior stakeholders.

Essential Duties and Responsibilities

• Conduct in-depth analysis of global markets, asset classes, macroeconomic indicators, and investment themes.

• Support development and refinement of long-term investment strategies and asset allocation frameworks.

• Build and maintain financial models to evaluate portfolio performance, risk exposure, and scenario outcomes.

• Analyze investment opportunities across public and private markets, including equities, fixed income, alternatives, and structured products.

• Partner with senior leaders to prepare strategic investment recommendations and outlook materials.

• Monitor portfolio performance and assess drivers of return, volatility, and drawdown risk.

• Support investment committee materials, executive briefings, and strategy reviews.

• Conduct competitive and peer analysis to benchmark investment approaches and performance.

• Translate quantitative findings into clear narratives for executive and non-technical audiences.

• Contribute to continuous improvement of investment frameworks, tools, and analytics capabilities.

Job Qualifications and Requirements

• 10+ years of experience in investment strategy, asset management, institutional research, or financial analysis roles.

• Strong background in portfolio theory, asset allocation, and capital markets.

• Advanced financial modeling, valuation, and data analysis skills.

• Experience working with institutional portfolios, pension funds, endowments, or large asset managers preferred.

• Strong understanding of risk management, performance attribution, and macroeconomic drivers.

• Bachelor’s degree required; advanced degree (MBA, CFA, or equivalent) strongly preferred.

• Exceptional written and verbal communication skills with executive-level presentation experience.

Personal Capabilities and Qualifications

• Highly analytical thinker with strong attention to detail and intellectual rigor.

• Strategic mindset with the ability to connect market insights to long-term investment outcomes.

• Confident communicator capable of influencing senior stakeholders with data-driven insights.

• Comfortable working in dynamic, high-stakes decision environments.

• Strong judgment, integrity, and commitment to disciplined investment processes.

• Collaborative professional who works effectively across investment, risk, and leadership teams.

Strategic Support

• Act as a strategic advisor to senior investment leadership on market outlooks and portfolio positioning.

• Support long-range planning, capital allocation decisions, and investment governance frameworks.

• Provide analytical insight to inform risk management and diversification strategies.

• Contribute to enterprise-level initiatives related to portfolio optimization and investment innovation.

• Support executive and board-level discussions with high-quality analysis and clear recommendations.

Working Conditions

• Remote-first role with periodic travel for investment reviews, leadership meetings, and strategy sessions.

• High-visibility environment with exposure to senior investment decision-makers.

• Requires flexibility to support time-sensitive market analysis and global market hours.

• Professional, performance-driven setting focused on analytical excellence and strategic clarity.

Job Function

• Investment strategy development and analysis.

• Portfolio research, modeling, and performance evaluation.

• Market intelligence and macroeconomic assessment.

• Executive-level investment support and decision enablement.

Compensation & Benefits

• Base Salary: $250,000 – $333,000

• Performance-based bonus opportunities

• Long-term incentive eligibility (where applicable)

• Comprehensive benefits package including:

  • Health, dental, vision & wellness programs

  • Retirement plan participation

  • Paid time off with remote flexibility

  • Professional development and certification support

  • Mental health & wellbeing resources

  • Remote work technology support

Why Join Us

• Influence high-impact investment decisions with institutional-level visibility.

• Work at the intersection of strategy, markets, and long-term capital allocation.

• Collaborate with senior investment leaders in a rigorous, data-driven environment.

• Apply deep analytical skills to complex global market challenges.

• Strong career pathways into Investment Director, Portfolio Strategy Lead, or Chief Investment Strategy roles.