Senior Market Strategist

Position Responsibilities

• Represent the firm’s house view on the economy, markets, and portfolios in advisor, CPA, client, and prospect conversations, both alongside and independently of the CIO.
• Serve as the day-to-day escalation point for advisors on public and private market questions, portfolio concerns, and client-specific challenges to solve issues.
• Produce near-final CIO-level economic outlooks, market updates, and investment presentations suitable for external audiences.
• Build and continuously improve repeatable processes and technology-enabled workflows that increase the speed, quality, and scalability of investment communication and monitoring.
• Translate complex market and portfolio issues into clear, practical talking points and scripts that advisors can use in real client conversations.
• Act as a sounding board to the CIO on investment positioning, and portfolio risks, bringing dissenting views when warranted and escalating issues early and clearly.
• Conduct private investment due diligence and monitoring, providing updates for the CIO and investment committees.
• Maintain institutional-quality investment content and collateral, ensuring consistency, accuracy, and timeliness across advisor-facing materials.

Qualifications

• 10+ years of active investment experience (institutional asset management, family office, large RIA) with responsibility for market views and portfolio communication.
• Deep fluency in macroeconomic analysis, public markets, and portfolio construction, with the ability to translate implications into actionable advisor language.
• Exceptional client- and advisor-facing communication skills, including comfort leading unscripted conversations in volatile markets.
• Proven ability to produce high-quality written materials and presentations that are decision-ready and external-audience ready.
• Direct involvement in private investment diligence, evaluation, or ongoing monitoring, including comfort assessing liquidity terms, incentives, and key risks.
• CFA charter holder and/or MBA preferred.
• High proficiency with Bloomberg, FactSet, and modern AI productivity tools, with demonstrated ability to increase output quality and speed.

Preferred Skills

• Operates with ownership, responsiveness, and a high bar for professionalism.
• Bias-to-action and entrepreneurial.
• Strong executive skills and organized with tools for time management.
• Considers her/himself an educator that communicates succinctly.
• Comfortable being accountable without formal authority and earning influence through judgment, not title.
• Disagrees constructively, prefers clarity over consensus, and facts over reassurance.
• Builds repeatable processes and embraces technology to scale without sacrificing quality.