On-site | Rochester, NY Area.

We are seeking a Senior Investment Strategist to help shape investment recommendations and portfolio strategy for high-net-worth and ultra-high-net-worth clients.

This individual will combine rigorous investment analysis with the ability to translate complex concepts into clear, practical recommendations. Working closely with a senior colleague focused on business development and client relationships, the Senior Investment Strategist will serve as a key investment resource throughout the client experience—from evaluating prospective portfolios to explaining investment positioning and ongoing results.

The role offers meaningful involvement in investment research, portfolio construction, and client discussions within an independent advisory firm.

Key Responsibilities

Investment research and due diligence

• Evaluate investment managers, funds, ETFs, individual securities, and other strategies relevant to the firm’s investment approach.
• Conduct quantitative and qualitative due diligence, assessing performance, risk, fees, liquidity, and portfolio fit.
• Monitor existing investments and identify changes that warrant further review or action.
• Develop well-supported investment recommendations and present findings to investment leadership or the investment committee.

Portfolio strategy and analysis

• Develop asset allocation and portfolio recommendations aligned with clients’ objectives, risk tolerance, time horizons, liquidity needs, and tax considerations.
• Analyze portfolio exposures, concentration, performance attribution, and downside risks.
• Evaluate prospective clients’ existing portfolios and identify opportunities for improvement.
• Collaborate with investment leadership and implementation teams on portfolio changes, rebalancing, and ongoing oversight.
• Contribute to investment policies, research standards, and repeatable portfolio review processes.

Client and prospect engagement

• Partner with the business development and relationship lead in selected client and prospect meetings as the investment subject matter expert.
• Explain portfolio recommendations, market developments, investment performance, and risk in accessible language.
• Prepare tailored investment proposals, portfolio reviews, and supporting materials.
• Address investment questions and deliver timely follow-through on analysis and recommendations.
• Build client confidence through sound judgment, preparation, and clear communication.

Investment communication and collaboration

• Contribute to market commentary, investment updates, and educational materials.
• Participate in investment committee discussions and document the rationale behind recommendations.
• Coordinate with advisors, financial planners, trading, operations, and compliance colleagues to support consistent execution.
• Improve research tools, analytical workflows, and the quality of investment deliverables.

Qualifications

• Approximately 8–12+ years of relevant experience in investment research, portfolio management, investment strategy, or investment consulting.
• Experience within an independent RIA, family office, private bank, institutional consultant, or comparable investment organization.
• Strong knowledge of asset allocation, portfolio construction, manager evaluation, and investment risk.
• Ability to evaluate investment opportunities critically and develop clear, evidence-based recommendations.
• Experience presenting investment concepts to clients, prospects, investment committees, or senior stakeholders.
• Understanding of tax-aware investing and the needs of high-net-worth clients.
• Strong analytical skills, including advanced Excel proficiency and experience with investment research or portfolio analytics platforms.
• Bachelor’s degree required; CFA designation strongly preferred.

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