Vise, a technology driven Investment Advisor is seeking an experienced Investment Operations Specialist to join our Investment Strategy Team. In this role, you will be an indispensable resource at the operational center of the Vise investment process. You will apply your financial services experience to learn and understand Vise established internal workflows and offer an entrepreneurial and problem-solving mindset to implement and improve the Vise middle and back office investment processes. This role is onsite in NYC in our SoHo office.
What you bring on day one:
- Minimum of two years in a financial services operations role
- Experience working for or with SMA providers and TAMPs
- Familiarity with RIA custodian platforms such as Schwab, Fidelity, Pershing, Goldman Sachs, Altruist, and TradePMR
- Ability to work with long short strategies or strategies that include margin
- Proficient with alternative investments including interval funds and private placements
- Experience with SQL, Snowflake, Databricks, or other data platforms is a plus
- Ensure all accounts are in good order on a daily basis by reviewing daily reconciliation reports
- Resolve daily account issues at custodians and on the Vise platform
- Run and analyze daily and weekly portfolio oversight reports to ensure all accounts are being managed to their mandate
- Work directly with the engineering team to articulate solutions to systematize daily processes and serve as the liaison between our engineering team and custodial partners
- Ensure all Vise investment processes adhere to regulatory requirements, including trade settlement, reconciliation, and reporting processes
- Ensure our performance engine is in good order and performance is up to date for all client accounts
- Support daily trading activities
Why join Vise:
- Opportunity to make a significant impact at a hyper-growth fintech start-up
- Competitive salary and equity
- Unlimited PTO and great benefits, including $1 medical insurance
- 401k plan with generous matching and self-directed brokerage account option
- Access to investment management and free financial advice from one of our partner RIA firms
- Paid lunches at our NYC office
- Career growth and development opportunities
Through the internal and market data Vise has collected, we expect the salary range for this position to be $125,000 - $150,000 per year, plus a competitive equity package. Your actual compensation will be determined based on your skills, qualifications, and experience. In addition, Vise offers a wide range of comprehensive and inclusive employee benefits.
About Vise:Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.
Financial advisors are at the heart of this transformation, as their relationships with clients are essential to understanding and meeting each client's unique financial needs. With Vise, advisors can focus on nurturing these relationships instead of spending time building and managing portfolios. Our platform empowers advisors to create institutional-grade, personalized portfolios, automate their management, and explain valuable insights that enhance their expertise and service to clients. Vise is the outsourced sub-advisor, doing trading, rebalancing, and managing client portfolios fully automated on the advisor's behalf; Vise charges an AUM fee for its services.
Our exceptional New York team comprises world-class Ph.D. quants, investment researchers, and engineers with experience at industry-leading firms like Citadel, Blackrock, Stripe, and Stanford. Combining top financial and engineering talent, we pride ourselves on delivering products faster and understanding our customers' needs better than anyone else in the market. Vise has garnered the support of prominent venture capital firms, raising over $130M from Sequoia Capital and Founders Fund, among others.
Vise celebrates and embraces diversity and is committed to building a team that represents a variety of experiences, backgrounds, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, gender identity, gender expression, sexual orientation, non-disqualifying physical or mental disability, national origin, veteran status, or other applicable legally protected characteristics.
Top Skills
What We Do
Vise is a technology-powered asset manager that uses artificial intelligence to help financial advisors build, manage, and explain personalized portfolios for their clients. Vise’s mission is to create financial freedom for all with a platform that allows all investors, regardless of age, net worth, or geography, to access personalized, automated, and intelligent investments across all asset classes. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios.
Backed by investors like Sequoia, Ribbit Capital, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has 70 employees based across the U.S. with headquarters in New York.
Why Work With Us
We’re a team of diverse thinkers from diverse places. We question, build, and solve. And we hope to do it all with you.
At Vise, we believe that finance is personal. We have a very human mission — empowering financial advisors with the technology they need to drive better long term financial health outcomes for their customers.
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