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Investment Strategy Planning Jobs (NOW HIRING)

NTT Data, Inc.

Investment & Strategy Analyst

$97K - $120K/yr

Your role at a glance The Investment & Strategy Analyst reports directly to the VP of Real Estate ... Planning, Power and Business Case teams to request and fine tune assumptions for the Business Case ...

CLUTCH

Strategic Media Planning + Investment Lead

Strategic Media Planning + Investment Lead Contract / Fractional / Potential Work-for-Hire Position ... All Channel Strategy & Ecosystem Leadership • Define the role, purpose, and strategic ...

Otter

Strategy & Planning Associate

Los Angeles, CA · On-site

Build business cases and financial models to support strategic investments, partnerships, and new ... Support leadership in strategic planning, prioritization, and decision-making processes. What we're ...

Otter

Strategy & Planning Associate

Los Angeles, CA · On-site +1

Build business cases and financial models to support strategic investments, partnerships, and new ... Support leadership in strategic planning, prioritization, and decision-making processes. What we're ...

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Investment Strategy Planning information

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$65.5K

$119.5K

$161.5K

How much do investment strategy planning jobs pay per year?

As of Jun 17, 2026, the average yearly pay for investment strategy planning in the United States is $119,462.00, according to ZipRecruiter salary data. Most workers in this role earn between $100,500.00 and $138,500.00 per year, depending on experience, location, and employer.

Where to put your money in 2026?

Investment strategy planning professionals should focus on diversified portfolios that include equities, bonds, and alternative assets, considering economic trends and risk tolerance. Staying informed about market forecasts and utilizing financial analysis tools can help optimize investment decisions for 2026.

What does an investment strategist do?

An investment strategist analyzes financial markets, economic trends, and investment opportunities to develop strategies that maximize returns and manage risk. They often use financial modeling tools and require strong analytical skills, with certifications like CFA being advantageous. Their work involves advising clients or firms on asset allocation and investment decisions based on market research.

How much do investment strategists make?

Investment strategists typically earn a median annual salary of around $85,000 to $130,000, depending on experience, location, and the size of the firm. Senior or specialized strategists with extensive experience can earn significantly higher, often exceeding $200,000 including bonuses and incentives. Certifications like CFA can also influence earning potential.

What is the difference between Investment Strategy Planning vs Financial Advisor?

AspectInvestment Strategy PlanningFinancial Advisor
CredentialsCertifications like CFA, CFP beneficialCFP, Series 7, 66 licenses often required
Work EnvironmentFocus on developing investment plans, analysisClient meetings, personalized financial advice
Industry UsageUsed in asset management, investment firmsUsed across banking, independent advising

Investment Strategy Planning involves creating and analyzing investment plans, focusing on asset allocation and portfolio strategies. Financial Advisors provide personalized financial guidance, including investments, retirement, and estate planning. While both roles require similar certifications and work in related environments, Investment Strategy Planning emphasizes strategy development, whereas Financial Advisors focus on client relationships and comprehensive financial advice.

What jobs involve strategic planning?

Jobs that involve strategic planning include roles such as investment strategists, business analysts, management consultants, and corporate planners. These positions require skills in analyzing market trends, setting long-term goals, and developing actionable plans, often utilizing tools like SWOT analysis and financial modeling. Strong decision-making and communication skills are essential in these roles.
More about Investment Strategy Planning jobs
What cities are hiring for Investment Strategy Planning jobs? Cities with the most Investment Strategy Planning job openings:
What states have the most Investment Strategy Planning jobs? States with the most job openings for Investment Strategy Planning jobs include:
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Investment Strategy Planning jobs near you
Infographic showing various Investment Strategy Planning job openings in the United States as of June 2026, with employment types broken down into 96% Full Time, 3% Part Time, and 1% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $119,462 per year, or $57.4 per hour.

Director of Investment Strategy

Tide Rock

San Diego, CA

Full-time

Posted 26 days ago

Job description

We are seeking a Director of Investment Strategy to help in driving the future growth of the firm. This person will identify attractive investment opportunities by assessing high-growth markets and market niches that fit Tide Rock’s investment criteria. This person will conduct market research and collaborate with internal and external leaders to translate data-driven insights into investment theses. The investment theses this person generates will help drive Tide Rock’s platform and add-on acquisition activity. This role requires deep curiosity about industries and business models, attention to detail without losing the forest for the trees, and collaboration with cross-functional subject matter experts.

This is a full-time position located at our headquarters in Solana Beach, CA

POSITION AND SCOPE:
  • Develop and refine the firm’s investment strategy by identifying attractive industries, product categories, and customer segments.
  • Conduct deep market research, competitive analysis, and trend forecasting to assess investment opportunities.
  • Provide strategic guidance on which sectors and business models align best with the firm’s investment philosophy and growth objectives.
  • Provide actionable insights and recommendations to senior leadership on emerging trends, technologies, and opportunities.
  • Partner with senior leaders across business units to identify and align strategic priorities that drive growth and enhance market competitiveness.
  • Support strategic planning by conducting scenario analyses and recommending actionable initiatives.
  • Conduct rigorous qualitative and quantitative analyses to address key strategic questions, uncover insights, and inform decision-making.
  • Collaborate with the investment team to validate investment theses and assess market positioning for potential deals.
  • Lead market diligence efforts, including industry landscapes, TAM (Total Addressable Market) analysis, and customer demand drivers.
  • Evaluate macroeconomic and regulatory factors that may impact investment decisions.
Thought Leadership & Internal Strategy
  • Act as a thought leader, presenting strategic insights to senior leadership and investment committee.
  • Identify white space opportunities for the firm to expand into
  • Build and maintain relationships with industry experts, consultants, and research firms to stay ahead of key trends.
SKILLS & EXPERIENCE REQUIRED
  • Minimum of 7 years of experience in management consulting, corporate strategy, or investment strategy roles.
  • MBA or relevant advanced degree preferred.
  • Strong understanding of private equity, investment strategy, and market analysis.
  • Deep expertise in market research, competitive analysis, and financial modeling.
  • Experience developing growth strategies and evaluating business models across multiple industries.
  • Proven ability to synthesize complex data into clear recommendations for senior leadership.
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