Vise is a technology-powered asset manager, helping financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Vise has raised $128 million from investors like Sequoia, Ribbit Capital, and Founders Fund. We are based in New York, with a Hybrid Work Policy.

We are building a technology platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. As a critical member to the Investment Strategy team, the Senior Investment Strategist is responsible for developing and refining Vise’s investment strategy and philosophy, partnering closely with quantitative engineering to build investment analytics and fine tune Vise’s custom optimizer. As a strategic partner to Vise’s distribution teams, the Investment Strategy team develops investment collateral and helps drive prospective clients to the finish line.

What you will own:

  • Product development and oversight:
    • Refine Vise’s investment strategies and product features
    • Design new and enhance legacy factor based and systematic strategies
      • Support the build, maintenance and oversight of the entire pipeline from market data ingestion, signal/factor calculations, target models/portfolio construction, optimized trades and reporting
    • Enhance our tax loss harvesting strategies and assist in building new features for taxable clients (asset location, taxable reporting, features to improve after tax returns, etc.)
    • ESG and values based offerings
    • Oversee financial datasets (fundamental data, ESG data, market data)
    • Partner with product and engineering teams to move projects from concept to production; whether features on the platform or internal proprietary tools
  • Reporting Tools
    • Design new and enhance existing portfolio attribution analysis tools
    • Improve / evolve the next iteration of portfolio comparison reports
    • Auto generate text and exhibits to explain the portfolio, each rebalance, performance, and the implications of different portfolio choices
  • Writing, Content Creation & Sales Support
    • Write about thematic and investment-related topics
    • Identify advisor needs and support cross functional initiatives with Sales/marketing/client service/product team to address those needs:
      • White papers, presentations, and other content
      • Prioritizing the road map of projects and features we need to build to solve these pain points for advisors
      • Sales & client meetings
      • Communicate Vise’s investment process internally and externally
      • Appearances at conferences, on podcasts and webinars discussing Vise, our investment process and technology

What you will bring on Day 1

  • Minimum of 5-7 years’ experience in asset management, with a focus on portfolio management or research in at least one or more of the following areas:
    • ETFs 
    • Individual holdings: Equities mostly, fixed income and other asset classes are a plus
    • Tax Loss Harvesting and Tax optimization strategies
    • Factor Based Equity investing
    • ESG/Values Based investing (exclusions, tilts, religious, thematic, proxy voting)
    • Customizing Portfolios to investor needs (Direct Indexing and Custom SMAs)
    • Tuning and developing custom trade builder/rebalancer or portfolio optimization tools
    • Asset Allocation and Multi-Asset portfolios 
    • Trading Fixed Income portfolios
  • Data-driven mindset: 
    •  Prototyping features for the engineering teams to build into production
    • Our production environment is a combination of Python and Go, with the investment and quant teams working mostly in Python.
    • Experienced in running analysis via python, SQL, excel, or other high-level language to produce reports, analytics, and research.  
    • Research oriented curiosity is a must; desire to empirically test everything
    • Detail oriented; availability to get deep in the weeds when needed but also be able to condense into the high level summary of the important takeaways
  • Strong understanding of financial markets – primarily equity and fixed income 
  • Excellent communicator, transparent and direct 
  • Experience writing, presenting, and speaking to clients on a variety of investment topics
  • Team focused mindset, eager to collaborate with others to solve problems
  • BS Engineering/Finance/Economics or higher degree
  • CFA is a plus

Through the internal and market data Vise has collected, we expect the salary range for this position to be $200,000 - $300,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits. To learn more about Benefits go here

Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.

Apply for this Job

* Required

resume chosen  
(File types: pdf, doc, docx, txt, rtf)
cover_letter chosen  
(File types: pdf, doc, docx, txt, rtf)

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Vise’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Form CC-305

OMB Control Number 1250-0005

Expires 05/31/2023

Voluntary Self-Identification of Disability

Why are you being asked to complete this form?

We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years.

Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at

How do you know if you have a disability?

You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition.

Disabilities include, but are not limited to:

  • Autism
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
  • Blind or low vision
  • Cancer
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or hard of hearing
  • Depression or anxiety
  • Diabetes
  • Epilepsy
  • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
  • Intellectual disability
  • Missing limbs or partially missing limbs
  • Nervous system condition for example, migraine headaches, Parkinson’s disease, or Multiple sclerosis (MS)
  • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.