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Investment Portfolio Strategist Jobs (NOW HIRING)

Horizon Investments

Portfolio Strategist

Charlotte, NC · On-site

$85K - $100K/yr

Summary/Objective The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and ...

Manning & Napier

Portfolio Strategist

Fairport, NY

$115/hr

Summary The Portfolio Strategist is an investment professional responsible for representing Manning & Napier's investment strategies and capabilities to clients and prospects. This person acts as an ...

Horizon Investments

Portfolio Strategist

Charlotte, NC · On-site

$113K - $146K/yr

Summary/Objective The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and ...

Horizon Investments

Portfolio Strategist

Charlotte, NC · On-site

$85K - $100K/yr

Summary/Objective The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and ...

Manning & Napier

Portfolio Strategist

Fairport, NY · On-site

$115/hr

Summary The Portfolio Strategist is an investment professional responsible for representing Manning & Napier's investment strategies and capabilities to clients and prospects. This person acts as an ...

Sequoia Financial Group Llc

Portfolio Strategist

Akron, OH · On-site

$116K - $150K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Position Summary The Portfolio Strategist serves as the investment resource for an assigned ...

Sequoia Financial Group Llc

Portfolio Strategist

Berwyn, PA · On-site

$116K - $150K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Position Summary The Portfolio Strategist serves as the investment resource for an assigned ...

Sequoia Financial Group Llc

Portfolio Strategist

Dublin, OH · On-site

$117K - $151K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Position Summary The Portfolio Strategist serves as the investment resource for an assigned ...

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Investment Portfolio Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do investment portfolio strategist jobs pay per year?

As of Aug 24, 2026, the average yearly pay for investment portfolio strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What does an investment portfolio strategist do?

An Investment Portfolio Strategist is responsible for developing, implementing, and managing investment strategies for clients or organizations. They analyze market trends, assess risk, and recommend asset allocations to help achieve specific financial goals. Their work involves continuous monitoring of portfolio performance, rebalancing investments as needed, and communicating with clients or stakeholders about strategy adjustments. Ultimately, their goal is to maximize returns while mitigating potential risks.

What are the key skills and qualifications needed to thrive as an investment portfolio strategist?

To thrive as an Investment Portfolio Strategist, you need a strong background in finance, quantitative analysis, and portfolio management, often supported by a degree in finance or economics and certifications like CFA. Familiarity with investment management software, financial modeling tools, and platforms like Bloomberg Terminal is essential. Strategic thinking, effective communication, and decision-making skills are crucial soft skills for collaborating with clients and internal teams. These competencies enable strategists to develop tailored investment solutions, manage risk, and achieve client objectives in a dynamic market environment.

How does an investment portfolio strategist typically collaborate with other teams within an investment firm?

An Investment Portfolio Strategist often works closely with portfolio managers, research analysts, and client relationship teams to develop and refine investment strategies that align with clients' goals and risk profiles. They regularly participate in strategy meetings, share market insights, and help interpret economic trends to guide investment decisions. Effective collaboration ensures that the proposed strategies are well-informed, actionable, and tailored to both market conditions and client needs.

What is the difference between Investment Portfolio Strategist vs Investment Analyst?

AspectInvestment Portfolio StrategistInvestment Analyst
Required CredentialsCFP, CFA, or similar certifications often preferredCFA or related finance degrees common
Work EnvironmentFinancial firms, asset management companies, private banksInvestment firms, banks, research institutions
Primary FocusDeveloping and managing investment strategies for portfoliosAnalyzing securities and market data to inform investment decisions
Employer & Industry UsageUsed by firms managing client portfolios or institutional fundsUsed by research teams, asset managers, and investment firms

The Investment Portfolio Strategist focuses on creating and managing investment strategies for client portfolios, while the Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require strong financial credentials and are integral to asset management firms, but they differ in scope and daily responsibilities.

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Investment Portfolio Strategist jobs near you
Infographic showing various Investment Portfolio Strategist job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Portfolio Strategist

Horizon Investments

Charlotte, NC • On-site

$85K - $100K/yr

Full-time

Re-posted 4 days ago

Job description

Summary/Objective
The Portfolio Strategist is an investment management role supporting Horizon's consulting clients. The primary responsibilities of this role include portfolio construction and monitoring, manager due diligence, investment universe evaluation, and comprehensive client support. As the primary interface between Horizon's Investment Management team and its consulting clients, the Portfolio Strategist is expected to develop strong, trusted relationships through proactive engagement, regular communication, and a deep understanding of each client's objectives, preferences, and evolving needs. This includes anticipating questions and potential portfolio concerns, initiating timely discussions on market developments and portfolio positioning, responding promptly to client requests, and ensuring consistent follow-through on commitments. The Portfolio Strategist will communicate with clients on behalf of the Investment Management team, translate complex investment views into clear and actionable insights, integrate Horizon strategies into customized portfolios, and advocate internally for the interests of consulting clients. Success in this role requires a strong service orientation, a high degree of responsiveness and accountability, and the ability to coordinate effectively across teams to deliver a seamless client experience. The role also requires a deep background in investment management and the ability to communicate market views, explain allocation positioning, and demonstrate an in-depth knowledge of Horizon's investment strategies.
Horizon's Portfolio Strategy Group supports the firm's largest financial advisory clients through its Outsourced Chief Investment Officer (OCIO) offering. The team provides custom portfolio solutions, market research and practice management support to help foster the growth of their clients.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
  1. Effectively communicate Horizon's investment solutions and process to financial advisors with the goal of growing assets under management for the business.
  2. Provide allocation input, recommendations, research, and ideas into client portfolios.
  3. Evaluate a prospective client's needs and creatively find a solution that most effectively meets their requirements.
  4. Analyze and evaluate client requests regarding portfolio analysis and positioning of proposed solutions.
  5. Articulate capital markets analysis to clients while also staying current on market events to provide clients with intelligent research.
  6. Be the primary investment lead in meetings with current and prospective clients.
  7. Provide scheduled and ad-hoc updates (both written & verbal) on all aspects of the product area including strategy, process, positioning, performance, markets, etc.
  8. Incorporate Horizon strategies into customized client portfolios that are consistent with a goals-based approach to investment management.
  9. Communicate investment strategies internally with the goal of informing the Investment Management team of relevant competitors or opportunities in the marketplace.
  10. Respond in a timely manner to client and prospect requests.
  11. Participate in Investment Management team meetings.
  12. Adhere to and demonstrate Horizon's corporate values on a consistent basis.

Competencies
  1. Outstanding analytical skills with a demonstrated ability to analyze funds, investment methodologies, and asset classes.
  2. Strong interpersonal skills with the ability to build and maintain relationships.
  3. Flexible communication skills: verbal acuity and writing proficiency, ability to listen to clients, capable of "translating" from investment-speak to financial advisor and/or end client language.
  4. Exceptional organization and prioritization skills.

Travel
Travel will be required approximately 10-20% of the time.
Required Education and Experience
  1. Bachelor's Degree with a business, math, finance or economics or similar emphasis
  2. CFA Designation

Preferred Education and Experience
  1. A strong knowledge of asset allocation modeling and economic analysis is highly beneficial. Familiarity with multi-asset investing and financial market analysis is valued.
  2. Demonstrated ability and experience with investment activities including manager and strategy research, portfolio construction and implementation, portfolio measurement and monitoring, and investment policy statement construction.
  3. Client-facing experience is a plus.

Performance Evaluation Standards
  1. Client onboarding and investment management structure development
    1. Quantity and quality of onboarding materials
    2. Adoption rate of investment management structure
    3. Speed of adoption relative to expectations
  2. Ongoing client support
    1. Quantity and quality of client interactions
  1. Proactive
  2. Responsive
    1. Client sleeve performance
  1. Customized portfolio construction and security selection
    1. Security/strategy monitoring
    2. Quantity and quality of recommendations
    3. Adoption rate of recommendations
    4. Performance of Best Ideas
  2. Quarterly meeting preparation, presentation, and follow-up
    1. Materials generated on time
    2. Quantity and quality of presentations
    3. Meeting follow-up

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