Backed by Gaingels.
About the role
We are hiring a Director of Investments to lead portfolio construction and analytics on the Zoe platform. Zoe runs a multi custodial TAMP that independent RIAs use to manage client portfolios across Apex, Schwab, and others. Advisors choose from a marketplace of models built by leading asset managers, and our platform handles rebalancing, trading, and account transitions. As more advisors join and more models come onto the platform, Portfolio Construction and Analytics becomes a critical function. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 8-10 years in portfolio construction or investment management at an RIA, TAMP, asset manager, or OCIO
- Deep experience with model portfolios, SMAs or UMAs, and tax-aware transitions
- Confidence presenting portfolio construction to advisors and their clients
- Strong analytical skills and comfort with data (SQL or Python is a plus)
- CFA charter or progress toward it preferred
- Series 65 / Series 24
More about this role
Zoe is an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised $45M in venture capital and is backed by Sageview Capital and the Opportunity Fund. Former and current operators from JP Morgan, BlackRock, Charles Schwab, Uber, and DoorDash are also part of our cap table.
Our leadership team has over 20 years of industry experience at firms like Morgan Stanley, JP Morgan, Merrill Lynch, Principal, and Learnvest. We offer the excitement of a rapidly growing company with the stability of a tenured leadership team and board. We have offices in New York and Bogotá, Colombia.
We move fast. We set the bar high. And we're looking for someone who does too.
We are hiring a Director of Investments to lead portfolio construction and analytics on the Zoe platform.
Zoe runs a multi custodial TAMP that independent RIAs use to manage client portfolios across Apex, Schwab, and others. Advisors choose from a marketplace of models built by leading asset managers, and our platform handles rebalancing, trading, and account transitions. As more advisors join and more models come onto the platform,...
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