equi - Investment Strategist / Investment Director

• 8-12 years of experience in investment strategy, portfolio construction, manager research, private wealth, family office, MFO, RIA, OCIO, fund of funds, investment consulting, or alternatives. • Demonstrated experience as a primary or senior investment professional for UHNW, family office, or institutional clients, including building proposals and portfolio recommendations—preferably in an MFO/RIA or family-office setting. • Hands-on portfolio construction and client portfolio implementation experience, including rebalancing, trade-list preparation, subscriptions/redemptions, liquidity windows, and operational coordination. • Strong manager sourcing and due diligence experience across marketable and/or private fund strategies, including investment diligence and operational diligence. • Ability to write concise investment memos, IC materials, client proposals, advisor notes, and manager monitoring updates. • Senior communication presence with advisors, clients, managers, investment committee members, operations, legal/compliance, and internal investment colleagues. • High fiduciary judgment, strong attention to detail, and comfort being accountable for portfolio recommendations and implementation follow-through. • Strong Excel and analytical skills; experience with portfolio analytics, CRM/reporting tools, Python/SQL, or AI-enabled workflow automation is a plus. • CFA, CAIA, MBA, or relevant graduate training is a plus but not a substitute for proven judgment and execution.