The RoleThe 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.
Your Impact- 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.
The Ideal Match- 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. • Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.
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- An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
- Comfort using AI tools to support financial modeling and process enhancement.
Bonus Points- Experience working closely with software engineers or product teams to automate investment workflows.
- 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.
- 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.
Why Join Us - FOR NON-TECH ROLES- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!
