Example Company
Software engineer
- Location
- San Francisco
- Type
- Full time
- Compensation
- $150k-$200k
- Posted
- 2 days ago
Join a team building useful software. Work closely with engineering and design to turn new ideas into products.
Loading job details
Investment Strategy Analyst
- Type
- Full time
- Posted
- 1H AGO
About the role
Description
About Bridgewise:
Bridgewise builds investment AI for financial institutions. Our fully compliant AI sits inside financial platforms and gives every type of investor premium, guided investment experiences, 24/7. Leading global institutions, including Fidelity, Interactive Brokers, Rakuten Securities, ING, Emirates NBD, B3 and more Bridgewise to redefine how their customers invest and to build deeper, longer-lasting relationships.
Bridgewise serves more than 100 financial institutions and millions of investors worldwide, and we have offices in the US, Latin America, Europe, East Asia, and the Middle East.
Join us and help shape the future of how the world invests.
The role:
We are seeking an analytical Investment Strategy Analyst to evaluate, refine, and provide expert reasoning for our automatically generated investment portfolios. In this role, you will review algorithmic portfolio constructions, provide continuous feedback to improve our models, and generate professional investment narratives based on macroeconomic and market dynamics. Blending deep expertise in global asset allocation with a fast-paced, technological mindset, this unique position bridges traditional portfolio management with next-generation FinTech innovation.
Requirements
- 5+ years of experience in portfolio management, investment advisory, or investment strategy, with a deep understanding of diverse asset classes and global markets.
- Active or past Portfolio Management or Investment Advisory license.
- Proven expertise in macroeconomics, financial markets, and the practical reasoning behind constructing multi-asset portfolios.
- A distinct affinity for technology and innovation, with a strong FinTech mindset and the ability to execute quickly in a fast-paced environment.
- Strong analytical mindset with the ability to bridge complex investment logic with product development and automated systems.
- High-level proficiency in English, both written and verbal.
Responsibilities
- Portfolio Review & Optimization: Continuously evaluate algorithmically constructed investment portfolios across diverse global asset classes, providing actionable feedback to refine asset allocation and model performance.
- Investment Reasoning & Content: Develop clear, professional investment narratives and reasoning to explain portfolio construction, macroeconomic impacts, and market strategies to end-users.
- Tech-Finance Alignment: Translate macroeconomic trends, trading dynamics, and portfolio management logic into clear, actionable technical specifications for the R&D teams.
- Product Quality: Take end-to-end ownership of the financial accuracy, market relevance, and professional standard of our automated portfolio models and generated content.
Nice To Have
- Experience writing professional financial content, investment rationales, or market commentaries.
- Previous experience working with an AI-driven workflow, or collaborating with machine learning models and R&D teams / Product managers in a tech-driven environment.
- Degree in Economics, Finance, Business, or a related field.
- Familiarity with data analysis tools (e.g., SQL, Python, advanced Excel) and major financial data platforms.
Similar roles
Investment Strategy AnalystFocus Financial Partners · Boston · Chicago
Investment Bank Diversified Industries, AnalystBarclays Innovation Hub powered by Eagle Labs · Toronto
Investment Support Analyst-2Nationwide · ColumbusInvestment Bank Diversified Industries, AnalystBarclays Investment Bank · Toronto
SENIOR ANALYST - CROSS INDUSTRIES - CORPORATE & INVESTMENT BANKINGBBVA · Bogotá
Analyst, Global Investment Banking, Equity-Linked Capital Markets OriginationRBC · New York