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Investment Strategist Jobs (NOW HIRING)

TRG, Inc.

Paid Search & Social Strategist

Dallas, TX · On-site

Description TRG is looking for an Investment Strategist, Platforms who is ready to start learning how brands grow and enter a world of platform-driven media to bring evidence-based marketing from ...

Jobtailor

Investment Manager

Manhattan, NY · On-site

$150 - $210/hr

Serve as strategic advisor on client's overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring ...

New

Farther

Director, Investment Solutions

New York, NY

The Role The Senior Investment Strategy Analyst serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to ...

Doist

Director, Investment Solutions

Manhattan, NY · On-site

$180 - $280/hr

The Role The Senior Investment Strategy Analyst serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to ...

New

jobr.pro

Director, Investment Solutions

Manhattan, NY · On-site

$140 - $180/hr

The Role The Senior Investment Strategy Analyst serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to ...

New

Farther

Director, Investment Solutions

New York, NY · On-site +1

The Role The Senior Investment Strategy Analyst serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to ...

ProShares

Investment Strategy Analyst

New York, NY · On-site

$70K - $105K/yr

As an Investment Strategy Analyst at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product ...

ProShares

Investment Strategy Analyst

New York, NY · Hybrid

$70K - $105K/yr

As an Investment Strategy Analyst at ProShares, you will play a critical role on our Investment Strategy Team in delivering investment expertise, research, and analysis that drive our product ...

Farther

Director, Investment Solutions

New York, NY · On-site

The Role The Senior Investment Strategy Analyst serves as a high-level subject matter expert within the Investment Strategy (IS) team, acting as a crucial resource for Farther Advisors. Reporting to ...

Msk

Associate, Investment Strategy

New York, NY · Hybrid

$152K - $251K/yr

Associate, Investment Strategy The Investment Management Division (IMD) is seeking an Investment Associate, and the role supports MSK's mission to end cancer for life by managing financial resources ...

Initio Capital

Investment Strategy Analyst

Boston, MA · Remote

THE ROLE As a Investment Strategy Analyst, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into ...

Posted today

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All JobsInvestment Strategist Jobs

Investment Strategist information

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$45K

$139.9K

$177.5K

How much do investment strategist jobs pay per year?

As of Aug 7, 2026, the average yearly pay for investment 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 are the key skills and qualifications needed to thrive as an investment strategist?

To thrive as an Investment Strategist, you need strong analytical skills, in-depth knowledge of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with financial modeling tools, portfolio management software, and certifications such as CFA or FRM are common technical requirements. Excellent communication, critical thinking, and decision-making abilities help distinguish top performers in this role. These skills are crucial for developing sound investment strategies that meet client objectives and adapt to dynamic market conditions.

How does an investment strategist typically collaborate with portfolio managers and analysts within an investment firm?

An Investment Strategist works closely with portfolio managers and analysts to develop, refine, and communicate investment strategies that align with client objectives and market conditions. Regular collaboration includes participating in meetings to discuss market trends, reviewing research and data provided by analysts, and advising portfolio managers on asset allocation and risk management. This teamwork ensures that investment recommendations are well-informed and that strategies remain responsive to changing economic environments. Effective communication and the ability to synthesize complex information are essential for success in these collaborative settings.

What is the difference between Investment Strategist vs Financial Analyst?

AspectInvestment StrategistFinancial Analyst
Required CredentialsCFP, CFA, Series 7/63CFA, Series 7/63, sometimes CPA
Work EnvironmentAsset management firms, hedge funds, institutional investorsCorporations, banks, investment firms, consulting
Employer & Industry UsageFocus on developing investment strategies and portfolio managementFocus on analyzing financial data to support investment decisions

Investment Strategists primarily develop and implement investment strategies for portfolios, often working with institutional clients. Financial Analysts analyze financial data, prepare reports, and support investment decisions. While both roles require financial certifications and work in related environments, Investment Strategists focus on strategy creation, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Strategist jobs
What cities are hiring for Investment Strategist jobs? Cities with the most Investment Strategist job openings:
What are the most commonly searched types of Investment Strategist jobs? The most popular types of Investment Strategist jobs are:
Who are the top companies hiring for Investment Strategist jobs? The top employers for Investment Strategist jobs are:
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What job categories do people searching Investment Strategist jobs look for? The top searched job categories for Investment Strategist jobs are:
Investment Strategist jobs near you
Infographic showing various Investment Strategist job openings in the United States as of August 2026, with employment types broken down into 90% Full Time, 7% Part Time, and 3% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.

Senior Investment Strategist - Private Wealth

UMB Financial Corporation

Dallas, TX • On-site

$141K - $207K/yr

Full-time

Posted 25 days ago

Job description

Every step of the UMB Private Wealth Management investment process is overseen and executed by dedicated teams of research and portfolio specialists. From both a top-down and bottom-up perspective --- from the global macro-economic environment down to individual security selections and concluding with Strategic and Policy oversight --- teams of experts develop and implement the guiding investment themes and the fulfillment strategies to optimally leverage the division's outlook for the upcoming cycle, in the manner best suited to the clients' goals and objectives.
The Senior Investment Strategist works directly with our most sophisticated and complex high-net-worth clients to create custom investment solutions that harness the power of the investment process.
How you will spend your time:
  • You will serve as the investment management subject matter expert within a team of professionals.
  • You will play a crucial part in the development, maintenance, and oversight of the investment strategy and asset allocation for clients serviced by the Private Wealth Management team.
  • You will focus on serving individuals and families with at least $3 million in investable assets.
  • Working within the firm's Portfolio Management Division you will leverage your expertise to oversee the management of investment advisory accounts on a discretionary basis.
  • Other duties as assigned.

We're excited to talk with you if:
  • You possess a college degree or relevant experience.
  • You have 8 years' experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction.
  • Demonstrate a high degree of emotional intelligence when interacting with clients and internal partners.
  • Demonstrates ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities.
  • Demonstrates strong communication skills (verbal, written, listening, presentation).
  • Demonstrates trust, investment, and trading knowledge of portfolio modeling, platforms, policies and procedures, state and federal laws/regulations.
  • Demonstrates strong leadership skills.
This position was posted on 07/13/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
$141,354 - $207,900
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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