1,219 Investment Strategy jobs in the United States

Our client, a rapidly expanding financial services firm based in **Tampa, Florida**, is seeking a highly analytical and strategic Senior Financial Analyst to join their investment strategy team. This hybrid role offers a dynamic work environment where you can leverage your financial acumen to drive key investment decisions. You will be responsible for conducting in-depth financial analysis, developing complex financial models, and providing critical insights to support investment strategy formulation and execution. Your core responsibilities will include market research, competitive analysis, valuation modeling, scenario planning, and performance reporting. You will work closely with portfolio managers, investment committees, and other stakeholders to identify opportunities, assess risks, and recommend strategic financial actions. The ideal candidate will possess a Bachelor's degree in Finance, Economics, Accounting, or a related field, with a strong preference for an MBA or CFA designation. A minimum of 5 years of experience in financial analysis, investment banking, corporate finance, or a similar analytical role is required. Proficiency in financial modeling software, advanced Excel skills, and experience with financial databases (e.g., Bloomberg, Refinitiv) are essential. You should have a strong understanding of financial markets, investment principles, and corporate finance concepts. Excellent analytical, problem-solving, and communication skills are crucial, as is the ability to present complex financial information clearly and concisely to both financial and non-financial audiences. This hybrid position requires regular in-office presence for collaborative meetings and strategic discussions, alongside the flexibility of remote work for focused analytical tasks. If you are a results-oriented financial professional with a passion for investment strategy, we encourage you to apply.

Our client is seeking a highly analytical and strategic Senior Financial Analyst to join their investment management division. This role, operating remotely, is pivotal in developing and refining investment strategies, performing in-depth market research, and providing actionable insights to portfolio managers. The ideal candidate will possess a robust understanding of financial markets, advanced quantitative skills, and a proven ability to model complex financial scenarios. You will be instrumental in evaluating investment opportunities, assessing risk, and contributing to the overall success of our client's investment portfolios. This is a unique opportunity for a driven financial professional to contribute to high-level investment decision-making from anywhere.

Key Responsibilities:

• Conduct in-depth financial analysis of potential investment opportunities across various asset classes.
• Develop and maintain sophisticated financial models to support investment strategy development and portfolio management.
• Perform market research, economic analysis, and competitive intelligence to identify trends and opportunities.
• Evaluate portfolio performance, risk exposure, and attribution, providing clear and concise reporting.
• Collaborate with portfolio managers and research teams to formulate and articulate investment recommendations.
• Prepare presentations and reports for senior management and investment committees.
• Monitor industry developments, regulatory changes, and macroeconomic factors that may impact investment strategies.
• Assist in the creation of investment policies and guidelines.
• Ensure compliance with all relevant financial regulations and internal policies.
• Support ad-hoc analytical projects and strategic initiatives as required.
• Contribute to the continuous improvement of analytical tools and processes.

Qualifications:

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field. CFA designation or progress towards it is highly desirable.
• A minimum of 5 years of experience in financial analysis, investment management, or a related role.
• Demonstrated expertise in financial modeling, valuation techniques, and statistical analysis.
• Proficiency in financial databases and software (e.g., Bloomberg, FactSet, Refinitiv, Excel, Python, R).
• Strong understanding of capital markets, investment products, and portfolio theory.
• Excellent analytical, critical thinking, and problem-solving skills.
• Superb written and verbal communication abilities, with the capacity to explain complex financial concepts clearly.
• Proven ability to work independently and manage multiple priorities in a remote work environment.
• High level of integrity and ethical conduct.
• Experience with risk management frameworks is a plus.

Our client, a leading financial institution, is seeking a highly analytical and results-oriented Senior Financial Analyst to join their remote investment strategy team. This role is fully remote, offering flexibility to work from anywhere in the US. The successful candidate will play a crucial role in developing and refining investment strategies, conducting in-depth market research, and providing critical financial insights to guide portfolio management decisions. You will be responsible for financial modeling, performance analysis, risk assessment, and presenting findings to senior leadership. This is an exceptional opportunity to contribute to high-impact investment decisions within a dynamic and collaborative virtual environment.

Key Responsibilities:

• Develop and maintain complex financial models to support investment strategy formulation and scenario analysis.
• Conduct comprehensive research on market trends, economic indicators, and industry developments relevant to investment opportunities.
• Analyze investment performance, identify key drivers, and provide actionable recommendations.
• Assess and quantify investment risks, developing appropriate mitigation strategies.
• Prepare detailed reports and presentations for senior management and investment committees.
• Collaborate with portfolio managers, research analysts, and other stakeholders to align strategies and ensure effective implementation.
• Monitor the financial health of existing investments and provide ongoing analysis.
• Stay current with financial regulations, market practices, and best practices in investment analysis.
• Assist in the due diligence process for new investment opportunities.
• Contribute to the continuous improvement of analytical tools and processes.

We are looking for a strategic thinker with a strong quantitative aptitude and excellent communication skills. A Bachelor's degree in Finance, Economics, or a related quantitative field is required; a Master's degree or CFA designation is highly desirable. A minimum of 5 years of experience in financial analysis, investment management, or a related field is essential. Proven expertise in financial modeling, valuation techniques, and statistical analysis is a must. Proficiency in financial software and data analysis tools (e.g., Excel, Python, R, Bloomberg) is expected. Experience with a variety of asset classes and investment strategies is a plus. The ability to work independently, manage multiple priorities, and thrive in a remote team setting is critical. Join our client and make a significant impact on their investment success.

Our client, a leading financial institution, is seeking a highly analytical and experienced Senior Financial Analyst to join their Investment Strategy team. This is a fully remote position, offering the flexibility to work from home anywhere in the United States. The successful candidate will play a pivotal role in supporting the development and execution of the firm's investment strategies, conducting in-depth market research, and performing complex financial modeling and analysis. You will collaborate closely with portfolio managers, economists, and other investment professionals to identify investment opportunities, assess risks, and contribute to portfolio construction. Responsibilities include analyzing macroeconomic trends, evaluating asset classes, forecasting financial performance, preparing investment reports and presentations, and monitoring portfolio performance against benchmarks. A strong understanding of financial markets, investment products, and quantitative analysis techniques is essential. This role requires exceptional attention to detail, advanced analytical skills, and the ability to communicate complex financial concepts clearly and concisely. If you are a seasoned financial analyst with a passion for investment strategy and thrive in a collaborative, remote-first environment, this is an exceptional opportunity to make a significant impact.

Key Responsibilities:

• Conduct in-depth research and analysis of macroeconomic trends, market conditions, and geopolitical events impacting investment strategies.
• Develop and maintain sophisticated financial models to forecast asset performance, risk, and return.
• Evaluate various asset classes, including equities, fixed income, alternatives, and derivatives.
• Analyze investment opportunities, perform due diligence, and provide recommendations to portfolio managers.
• Prepare comprehensive investment reports, performance reviews, and presentations for senior management and investment committees.
• Monitor and analyze portfolio performance, identifying drivers of return and risk.
• Collaborate with portfolio managers and economists to refine investment strategies and asset allocation.
• Stay abreast of regulatory changes and industry best practices in investment management.
• Support the development of new investment products and strategies.
• Ensure data integrity and accuracy in all analyses and reporting.
• Communicate complex financial information clearly and effectively to diverse audiences.
• Assist in the development and maintenance of the firm's investment research infrastructure.

Qualifications:

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. Master's degree or CFA designation preferred.
• Minimum of 5-7 years of progressive experience in financial analysis, investment research, or portfolio management.
• Strong understanding of financial markets, investment principles, and various asset classes.
• Advanced proficiency in financial modeling, valuation, and quantitative analysis techniques.
• Expertise in Excel and financial databases (e.g., Bloomberg, Refinitiv Eikon).
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Experience working in a remote or distributed team environment is highly desirable.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Detail-oriented with a high degree of accuracy.

Our client is seeking a highly analytical and strategic Senior Financial Analyst to join our remote-first finance team. This position offers the unique opportunity to contribute to the firm's investment strategy and financial planning from anywhere in the US. You will be instrumental in conducting in-depth financial analysis, developing complex financial models, and providing critical insights to support executive decision-making. Your responsibilities will include analyzing market trends, evaluating investment opportunities, and assessing the financial performance of various business units and portfolios.

Key duties involve forecasting financial outcomes, performing variance analysis, and developing reports that communicate complex financial data clearly and concisely to stakeholders. You will work closely with portfolio managers, investment committees, and other finance professionals to identify risks and opportunities, recommend strategic adjustments, and support the achievement of financial objectives. The ideal candidate will possess a strong understanding of financial markets, investment principles, and corporate finance. Exceptional modeling skills in Excel, proficiency in financial software (e.g., Bloomberg Terminal, FactSet), and outstanding quantitative and qualitative analytical abilities are essential. A proven track record of successfully supporting investment strategies and contributing to significant financial decisions is highly desirable. This role requires a self-motivated individual with excellent communication skills, capable of thriving in a collaborative, remote environment.

Responsibilities:

• Conduct comprehensive financial analysis of investment opportunities and market trends.
• Develop and maintain complex financial models for forecasting, valuation, and scenario planning.
• Prepare detailed financial reports, presentations, and dashboards for senior management.
• Analyze financial performance, identify key drivers, and provide actionable recommendations.
• Support the development and execution of the company's investment strategy.
• Collaborate with portfolio managers and investment committees on strategic initiatives.
• Perform risk assessments and identify potential financial exposures.
• Monitor industry benchmarks and competitive financial performance.
• Contribute to budgeting, planning, and financial control processes.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field; MBA or CFA preferred.
• Minimum of 5 years of experience in financial analysis, investment banking, equity research, or corporate finance.
• Expertise in financial modeling, valuation techniques, and quantitative analysis.
• Proficiency in Excel (advanced functions, VBA), financial databases (e.g., Bloomberg, FactSet), and ERP systems.
• Strong understanding of capital markets, investment strategies, and corporate finance principles.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills for remote collaboration.
• Ability to work independently, prioritize tasks, and manage multiple projects effectively in a remote setting.

This fully remote position supports our operations near **Las Vegas, Nevada, US**, and across the nation.

Alternative Investment Operations & Accounting Ecosystem Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.

The Impact:

As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:

• Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
• Project Management Professional (PMP) certification or equivalent
• Agile/Waterfall project management experience
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the CFPMO
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Alternative Investment Operations & Accounting Ecosystem Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the long-term programs to implement the target state operating models and other strategy changes across our finance, investments, and risk organizations. In this role, you will report directly to the CFPMO Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of investment operations & accounting projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO’s mission to increase the value impact of change efforts across MassMutual’s corporate functions. As a CFPMO Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors, work with program managers and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

The CFPMO oversees the execution of initiatives across Corporate Finance, Enterprise Risk, Investment Management, Law, and HR & Employee Experience, as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

We are a team of self-starters, who enjoy solving complex business problems with proven track records of excellence in project management and the ability to quickly structure and manage work in a dynamic, complex environment.

The Impact:

As a Corporate Function Project Manager focused on investment operations & investment accounting projects, you will:

• Bring an understanding of how alternative instruments & alternative products work in financial services to accomplish the following
• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years experience with project management software including but not limited to MS Project, Smartsheet, and Jira

The Ideal Qualifications

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Experience leading projects related to improving investment operations & investment accounting processes, technologies, and overall organizational design spanning public & private asset classes
• Project Management Professional (PMP) certification or equivalent
• Agile/Waterfall project management experience
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the CFPMO
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

**About the Role:**
**Grade Level (for internal use):**
12
**About the Role:** **We are seeking applicants for the role of** **Associate Director** **in the** **Index Investment Strategy** **in the NY office of S&P Dow Jones Indices (S&P DJI).**
**The Team:**
**Reporting to a Senior Director, you will collaborate with a global team to design, create and promote thought leadership to enhance S&P DJI's revenues, relationships, and reputation. Your contributions will help develop interest in a market-leading range of indices, with a particular focus** **on growing our** **indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also have the chance to support S&P DJI's market leading SPIVA® research.**
**You will have the potential to work on a wide range of investment topics, calibrated for a wide range of investor sophistication levels, addressed to a global audience of market participants.**
**Responsibilities and Impact:**
**Activities** **span the development and delivery actionable insights across a range of formats. You will:**
**conduct original research with a focus on applications for direct indexing/model portfolios**
**create and maintain analytic and reporting tools**
**support regular market commentary and analysis**
**provide frequent thought leadership and educational presentations internally and externally**
**Responsibilities** **include:**
**act as a subject matter expert for direct indexing and model portfolios**
**executing on relevant research topics**
**answering one-off requests from clients and management**
**producing content for public dissemination and distribution**
**Although you will primarily support your direct line manager, your work will also support a team of colleagues based in London and New York.**
**Compensation/Benefits Information:** **(This section is only applicable to US candidates)**
**S&P Global states that the anticipated base salary range for this position is $135,000 to $165,000. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.**
**In addition to base compensation, this role is eligible for an annual incentive plan.**
**This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here ( .**
**What we are looking for:**
**Basic Required Qualifications:**
**Collaborative, creative, and curious approach**
**5-10 years of experience in a quantitative role in financial services**
**Strong understanding of markets;**
**Experience related to digital wealth will be an advantage**
**Interest in the global markets and investing landscape**
**Excellence in written and oral communication**
**Excellent analytical and quantitative capabilities (Prior experience with Zephyr/PSN, eVestment, FactSet, CIQ Pro, Morningstar, SPICE, VBA, Python is a plus)**
**The Index Investment Strategy Team's mission** **is to enhance the reputation, relationships, and revenues of S&P Dow Jones Indices through actionable insights. We provide research and commentary across our full range of indices and data sets, covering a wide range of topics including but not limited to: the active-passive debate, factor indices, Climate and ESG indices, risk and volatility, and index dynamics. Our thought leadership promotes index-based investing, trading, and benchmarking to a variety of financial market participants, providing actionable insights at a variety of sophistication levels and frequency.**
**About S&P Global** **Dow Jones Indic** **e** **s**
At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We're the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered indispensable in tracking market performance, evaluating portfolios and developing investment strategies.
S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
**Recruitment Fraud Alert:**
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here ( .
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:   and your request will be forwarded to the appropriate person. 
**US Candidates Only:** The EEO is the Law Poster   describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Middle Professional (EEO Job Group) (inactive), 20 - Professional (EEO-2 Job Categories-United States of America), RESECH202.2 - Middle Professional Tier II (EEO Job Group)
**Job ID:**
**Posted On:**
**Location:** New York, New York, United States

Our client, a leading FinTech firm revolutionizing the investment landscape, is seeking an accomplished Director of Investment Strategy to join their fully remote, world-class team. This is a critical leadership role responsible for developing and implementing sophisticated investment strategies that drive superior risk-adjusted returns for our diverse clientele. As Director, you will lead the research and analysis of global markets, macroeconomic trends, and asset classes to identify investment opportunities and construct optimal portfolios. Your responsibilities will include developing quantitative and qualitative investment frameworks, managing asset allocation, conducting due diligence on potential investments, and overseeing portfolio construction and risk management. You will collaborate closely with portfolio managers, quantitative analysts, and technology teams to leverage cutting-edge tools and data analytics in informing investment decisions. The ideal candidate possesses a deep understanding of financial markets, diverse investment vehicles (equities, fixed income, alternatives), and sophisticated financial modeling techniques. A strong background in quantitative finance, econometrics, or a related field is essential, along with a proven track record of success in developing and executing successful investment strategies. This is a remote-first position, requiring exceptional communication, presentation, and collaboration skills to effectively engage with a distributed team and senior stakeholders. You will be responsible for articulating complex investment concepts clearly and concisely, contributing to the firm's thought leadership, and ensuring investment strategies align with the company's overall business objectives. We are looking for a strategic thinker with a passion for financial markets and a commitment to delivering exceptional investment outcomes. This is a unique opportunity to shape the investment future of a dynamic FinTech company from anywhere in the world.

Responsibilities:

• Develop, implement, and refine innovative investment strategies across various asset classes.
• Conduct in-depth market research, economic analysis, and competitive intelligence.
• Construct and manage optimal investment portfolios, focusing on risk-adjusted returns.
• Perform due diligence on investment opportunities, including securities and alternative assets.
• Utilize quantitative analysis and financial modeling to support investment decisions.
• Oversee portfolio construction, asset allocation, and risk management processes.
• Collaborate with portfolio managers, traders, and research analysts to execute strategies.
• Communicate complex investment strategies and performance insights to internal teams and external clients.
• Stay abreast of global market trends, regulatory changes, and FinTech advancements.
• Contribute to the firm's intellectual capital and thought leadership.
• Ensure compliance with all regulatory requirements and internal policies.
• Drive innovation in investment product development and service offerings.

Qualifications:

• Master's degree or Ph.D. in Finance, Economics, Mathematics, or a related quantitative field.
• 10+ years of progressive experience in investment management, strategy, or research, preferably within FinTech or asset management.
• Deep understanding of global financial markets, various asset classes, and investment strategies.
• Proven expertise in quantitative analysis, financial modeling, and portfolio construction.
• Experience with risk management frameworks and tools.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong leadership, communication, and presentation abilities.
• CFA charter or progress towards it is highly desirable.
• Ability to thrive in a fast-paced, fully remote, and collaborative environment.
• Proven track record of developing and implementing successful investment strategies.

Join our pioneering FinTech company and lead investment strategy development from your home office. This role serves the **Nashville, Tennessee, US** market but is entirely remote.