The Senior Market Strategist is a senior investment professional who extends the capacity of the Chief Investment Officer through delegated responsibility for market communication, advisor and CPA engagement, and investment related analysis across public and private markets. The role is designed to assume ownership of ongoing investment discussions, market updates, and preliminary diligence activities, enabling the CIO to focus on portfolio construction, strategic decisions, and firm leadership.
This role requires strong judgment, clear communication, and comfort operating without a script. The Senior Market Strategist is expected to speak confidently about markets in real time, handle periods of market stress and client anxiety, and work through disagreements constructively. When issues require escalation, this role is expected to raise them early and clearly, not defer or delay.
Position Responsibilities:
- Represent the firm’s house view on the economy, markets, and portfolios in advisor, CPA, client, and prospect conversations, both alongside and independently of the CIO.
- Serve as the day-to-day escalation point for advisors on public and private market questions, portfolio concerns, and client-specific challenges to solve issues.
- Produce near-final CIO-level economic outlooks, market updates, and investment presentations suitable for external audiences.
- Build and continuously improve repeatable processes and technology-enabled workflows that increase the speed, quality, and scalability of investment communication and monitoring.
- Translate complex market and portfolio issues into clear, practical talking points and scripts that advisors can use in real client conversations.
- Act as a sounding board to the CIO on investment positioning, and portfolio risks, bringing dissenting views when warranted and escalating issues early and clearly.
- Conduct private investment due diligence and monitoring, providing updates for the CIO and investment committees.
- Maintain institutional-quality investment content and collateral, ensuring consistency, accuracy, and timeliness across advisor-facing materials.
Qualifications:
- 10+ years of active investment experience (institutional asset management, family office, large RIA) with responsibility for market views and portfolio communication.
- Deep fluency in macroeconomic analysis, public markets, and portfolio construction, with the ability to translate implications into actionable advisor language.
- Exceptional client- and advisor-facing communication skills, including comfort leading unscripted conversations in volatile markets.
- Proven ability to produce high-quality written materials and presentations that are decision-ready and external-audience ready.
- Direct involvement in private investment diligence, evaluation, or ongoing monitoring, including comfort assessing liquidity terms, incentives, and key risks.
- CFA charter holder and/or MBA preferred.
- High proficiency with Bloomberg, FactSet, and modern AI productivity tools, with demonstrated ability to increase output quality and speed.
Preferred Skills:
- Operates with ownership, responsiveness, and a high bar for professionalism.
- Bias-to-action and entrepreneurial.
- Strong executive skills and organized with tools for time management.
- Considers her/himself an educator that communicates succinctly.
- Comfortable being accountable without formal authority and earning influence through judgment, not title.
- Disagrees constructively, prefers clarity over consensus, and facts over reassurance.
- Builds repeatable processes and embraces technology to scale without sacrificing quality.
Skills Required
- 10+ years of active investment experience in institutional asset management
- Deep fluency in macroeconomic analysis and public markets
- Exceptional client- and advisor-facing communication skills
- Proven ability to produce high-quality written materials and presentations
- Direct involvement in private investment diligence
- CFA charter holder and/or MBA preferred
- High proficiency with Bloomberg, FactSet, and modern AI productivity tools
Aprio Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Aprio and has not been reviewed or approved by Aprio.
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Fair & Transparent Compensation — Pay is generally positioned as competitive and fairly paid across many roles, with clearer benchmarking helped by public job-posted ranges and compensation aggregators.
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Healthcare Strength — Health, dental, and vision coverage is positioned as comprehensive and available from day one for full-time hires, which is stronger than the more typical waiting-period approach.
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Retirement Support — Retirement offerings include a 401(k) with profit sharing and access to FSA/Dependent Care accounts, which can improve total rewards when firm performance supports contributions.
Aprio Insights
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
