Investment Strategist – Investment Director

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Manage the daily investment operations for client portfolios, encompassing proposal workflows, portfolio assessments, trade coordination, rebalancing activities, manager implementation, liquidity management, and ensuring follow-up with advisors, operations, and compliance.

• Lead the investment proposal process for both prospective and current clients, converting account statements, objectives, constraints, risk appetite, and advisor notes into clear and actionable recommendations.

• Create client-ready investment documents that articulate the proposed portfolio, the purpose of each allocation, key risks, implementation procedures, and the anticipated monitoring schedule.

• Develop and sustain Vectis portfolio construction frameworks, model allocations, manager directories, rebalancing protocols, and strategic work for the RIA/MFO client segment.

• Prepare and manage client portfolio trade lists, rebalancing activities, subscription and redemption processes, and implementation directives in collaboration with advisors, operations, and compliance teams.

• Deliver manager recommendations, portfolio construction insights, and monitoring updates to the investment committee, providing clear rationale and risk context.

⛳️ Requirements

• 8-12 years of experience in investment strategy, portfolio development, manager research, private wealth management, family offices, MFOs, RIAs, OCIOs, fund of funds, investment consulting, or alternative investments.

• Proven track record as a primary or senior investment professional for ultra-high-net-worth (UHNW), family office, or institutional clients, including the development of proposals and portfolio recommendations—preferably within an MFO/RIA or family office environment.

• Practical experience in portfolio construction and client portfolio implementation, which includes rebalancing, trade-list preparation, subscription/redemption management, liquidity coordination, and operational collaboration.

• Strong experience in manager sourcing and due diligence across marketable and/or private fund strategies, including both investment and operational diligence.

• Capability to produce concise investment memos, investment committee materials, client proposals, advisor notes, and updates for manager monitoring.

• Strong communication skills with the ability to engage effectively with advisors, clients, managers, investment committee members, operations, legal/compliance, and internal investment teams.

• High fiduciary judgment, meticulous attention to detail, and a comfort level with being accountable for portfolio recommendations and the execution of follow-through.

• Proficient in Excel and analytical skills; familiarity with portfolio analytics, CRM/reporting tools, Python/SQL, or AI-enabled workflow automation is advantageous.

• CFA, CAIA, MBA, or relevant advanced training is beneficial but not a substitute for demonstrated judgment and execution capabilities.

🏝️ Benefits

• Offers Equity