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Investment Strategist / Investment Director
Equi · USA
Pay
$130k–200k
Setting
Remote
We're hiring an Investment Strategist / Investment Director to own a hybrid seat across both firms (roughly 60% Vectis, 40% Equi). On the Vectis side you'll be the primary investment professional for UHNW families, owning the full client investment lifecycle from proposals and portfolio construction through trading, rebalancing, and reviews. Across both firms you'll source managers and lead investment and operational due diligence, prepare investment-committee materials, monitor portfolios, and partner with the investment team on Equi's funds and white-label products. It's a senior, hands-on role for someone who can move from a family's long-term allocation to a specific trade list to a manager diligence memo, with a clear path to expanded responsibility as the platform scales.
Listed by Equi for a position based in the United States. Employers on this board attest they are hiring domestically.
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