About this role
Investment Strategist / Investment Director at Equi and Vectis. Location: United States or New York City or Denver. Role: managing portfolios, sourcing managers, leading diligence Requirements: 8+ years investment strategy/portfolio construction experience for UHNW or institutional clients; manager sourcing and due diligence; hands-on portfolio implementation; strong Excel and analytical skills; Python/SQL and CRM experience a plus; CFA/CAIA preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Python, SQL, CRM Certifications: cfa, caia Commitment: Full Time Workplace: Remote Languages: English