Investment Strategist

The role

The Investment Strategist contributes to the investment process and investment education across internal and client channels. This person will lead client meetings, research market performance, and manage portfolio allocation workflows.

What you will do

• Lead meetings and webinars with prospects and clients
• Research and write content on financial markets and the macroeconomy
• Own recurring workflows for portfolio allocations and fund selection
• Create portfolio management materials for internal and external audiences
• Run investing trainings for sales teams
• Engage third-party asset manager partners
• Answer client and internal stakeholder questions
• Interface with compliance and legal teams

Required qualifications

• 5-8 years of experience in financial services
• Experience using AI tools to speed up research, problem solving, and recurring workflows
• Experience with FactSet and/or Bloomberg
• Agility and resourcefulness
• Clear and effective communication skills (both verbal and written)

Nice to have

• Experience communicating finance and investing related topics externally and/or prior experience in a client facing role
• Retirement industry experience
• Experience with Claude Code, Python, and Git

Benefits

• Medical, dental, and vision coverage
• Life and AD&D insurance
• Short- and long-term disability
• Infertility support and WPATH-aligned transgender health benefits
• Employee Assistance Program (EAP)
• Transit benefits and FSA and HSA options
• Equity for all employees, including new hire and refresher grants
• Flexible paid time off
• Paid parental leave
• Fully paid four-week sabbatical in your sixth year
• Company-paid professional coaching
• Day-one 401(k) match plus matching on qualified student loan payments

Before you apply

• Interview process includes 3-4 sets of meetings
• May include a case study exercise or technical assessments

About the company

Betterment is a technology-driven financial services company offering investing, savings, and retirement solutions. They are headquartered in NYC.