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About 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. This individual brings deep capital markets expertise to fill critical organizational needs, focusing on complex investment analysis, model building, and providing advisor-facing seniority. This is a hands-on role where you will balance front-line advisor consultations with rigorous quantitative research, strategic asset allocation, and cross-functional technology development. Your capacity to execute repeatable processes and build scalable solutions will directly drive the firm's growth.

Responsibilities

Serve as a senior, advisor-facing resource for ad-hoc consultations, providing expert portfolio analysis, transition strategies, and actionable insights to support client acquisition and retention.
Execute complex investment analysis, model building, and thorough post-call support work to ensure advisors are equipped with data-driven narratives.
Interface regularly with Product, Design, and Engineering teams to guide the development of internal investment tools.
Provide ongoing guidance, mentorship, and development support to junior members of the Investment Strategy team as the group scales.

Requirements

CFA designation (or equivalent), with an advanced degree in finance, economics, or a related field.
Extensive experience as a client-facing portfolio manager, investment strategist, or senior analyst within an RIA, wirehouse, or multi-asset team.
A proven "coach" mentality with the diplomatic skills necessary to respectfully challenge deeply held investment beliefs and navigate disagreements with advisors.
Strong technical proficiency in building strategic asset allocation frameworks and conducting quantitative and risk analysis.
An entrepreneurial mindset with the agility to adapt to the evolving needs of a growing wealthtech firm.
Comfort using AI tools to support financial modeling and process enhancement.
Experience working closely with software engineers or product teams to automate investment workflows.
Advanced proficiency with tools like Bloomberg and Morningstar.
Facility with AI assistants (e.g., Claude) and scripting languages (e.g., Python) to create scalable processes and reduce manual data analysis.
Prior experience navigating complex portfolio transitions or building tax-aware investment models.
Familiarity with reviewing external manager strategies or supporting an open-architecture investment platform.

Skills

Capital markets expertise
Complex investment analysis
Model building
Quantitative research
Strategic asset allocation
AI tools for financial modeling
Bloomberg
Morningstar
AI assistants (e.g., Claude)
Python
Portfolio transitions
Tax-aware investment models
External manager strategies
Open-architecture investment platform

Experience Level

Senior

Education Level

Advanced degree in finance, economics, or a related field
CFA designation (or equivalent)

Benefits

Full health benefits
401(k) matching
Roth IRA options
Unlimited PTO

About the Company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more.
If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.