As a Strategist on Vise’s Investment team you will contribute to building a world class, technology driven investment platform. You will be responsible for platform development and maintenance. You will contribute to investment strategy design, as well as support client and sales inquiries regarding the Vise investment process.
What you will own
- Responsible for investment platform development and maintenance
- Develop and maintain investment research and production platforms including data ingestion, data management, and systematic portfolio construction
- Manage the daily target model portfolio creation process
- Conduct the daily review including the monitoring of all overnight automated jobs, building and reviewing daily reports ensuring the integrity of both the underlying financial data and the resulting target model portfolios
- Support Trading and Performance teams on an as needed basis
- Contribute to investment strategy design
- Research and analysis of systematic and factor-based investment strategies
- Write code to test factors and build systematic investment strategies
- Run portfolio optimizations and simulations
- Collect and analyze data via Bloomberg and other investment platforms
- Support client and sales inquiries
- Analyze portfolios to attribute risk and performance
- Develop content expertise in the Vise investment process
- Create presentations and materials to explain investment process and performance
- Write market commentary and strategy specific updates
What you bring on day one
- 2-5 years of experience supporting research, portfolio management and trading, and/or portfolio attribution/analysis of systematic or factor-based investment processes
- Technical skills
- Ability to manage financial data sets including Compustat, Worldscope, IBES, and IDC
- Strong coding in Python and SQL
- Proficiency accessing data via cloud-based storage including Snowflake and AWS
- Experience working with financial platforms including Bloomberg, Factset, and Barra
- Strong written and verbal communication skills
- Passion for investing and the financial markets
- Positive, team-first attitude
- Commitment to doing whatever is required to get the job done
- Ability to work both independently and as part of a team
- Undergraduate degree in a quantitative or business related field
- CFA is a plus
Through the internal and market data Vise has collected, we expect the salary range for this position to be $120,000 - 175,000 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.
About Us
Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.
Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.
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.
