Farther
Director, Investment Strategy
Hybrid - New York +1 · Director · Full-time · Posted Aug 1, 2026
- Location
- Hybrid - New York
New York, New York, United States - Experience
- Extensive experience requested; no number of years stated.
- Education
- Advanced degree in finance, economics, or a related field; CFA designation or equivalent.
About the job
Leads complex investment analysis, portfolio strategy, and advisor support while helping develop scalable internal investment tools.
What you'll do
- Provide advisors with portfolio analysis, transition strategies, and investment insights for client acquisition and retention.
- Conduct quantitative research and model building, including strategic asset allocation and risk analysis.
- Partner with Product, Design, and Engineering on investment tools and mentor junior team members.
What they ask for
- CFA designation or equivalent, with an advanced degree in finance, economics, or a related field.
- Extensive client-facing experience as a portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.
- Strong technical proficiency in strategic asset allocation frameworks, quantitative analysis, and risk analysis.
- Comfort using AI tools to support financial modeling and process enhancement.
Nice to have
- Experience working with software engineers or product teams to automate investment workflows.
- Advanced proficiency with Bloomberg and Morningstar, and facility with AI assistants such as Claude and scripting languages such as Python.
Tools
Bloomberg, Morningstar, Claude, Python
AI focus
Use AI tools to support financial modeling and process enhancement; use AI assistants to create scalable processes and reduce manual data analysis.
Model-written summary · the original posting is authoritative