Investment Strategist

TL;DR

Investment Strategist (Finance): Own the full client investment lifecycle for ultra-high-net-worth individuals and families, including portfolio construction, manager research, due diligence, and investment committee preparation with an accent on institutional-grade portfolio management and alternative investment solutions. Focus on building repeatable controls, managing complex client portfolios, and leading investment strategy across multi-family office and RIA platforms.

Location: Remote (USA), Denver (remote), New York (on-site)

Salary: $130,000–$240,000

Company

hirify.global designs and manages institutional-quality alternative investment solutions, including hirify.global-branded funds and white-label fund of funds products for independent multi-family offices and advisory firms.

What you will do

• Serve as the primary investment professional for Vectis RIA clients, managing the full client investment lifecycle for UHNW individuals and families.
• Own day-to-day investment operations including proposals, portfolio reviews, trade coordination, and compliance follow-through.
• Build and maintain portfolio construction frameworks, model allocations, and rebalancing guidelines.
• Source and lead due diligence on prospective investment managers across marketable and private fund strategies.
• Prepare investment committee materials and present manager recommendations and portfolio updates.
• Collaborate with investment, operations, legal/compliance, and product teams to support portfolio construction and product development.

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• Location: Must be based in the USA or able to work remotely within the USA
• 8-12 years of experience in investment strategy, portfolio construction, and manager research for UHNW, family office, or institutional clients.
• Hands-on experience with portfolio implementation, rebalancing, trade-list preparation, and operational coordination.
• Strong manager sourcing and due diligence skills across marketable and private fund strategies.
• Excellent communication skills with advisors, clients, investment committees, and internal teams.
• High fiduciary judgment, attention to detail, and accountability for portfolio recommendations and execution.

Nice to have

• Experience with portfolio analytics, CRM/reporting tools, Python, SQL, or AI-enabled workflow automation.
• CFA, CAIA, MBA, or relevant graduate training.