Senior Investment Specialist

MindSpring Partners LLC provided pay range

This range is provided by MindSpring Partners LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range

$150,000.00/yr - $170,000.00/yr Direct message the job poster from MindSpring Partners LLC Our client, a top-tier asset manager is hiring a Senior Investment Specialist Analyst to support its growing platform focused on customized portfolios for advisors and institutional clients. This high-impact role blends investment strategy, portfolio construction, and advanced analytics—including AI tools—to deliver tailored model portfolios and insights. Key Responsibilities: Analyze advisor portfolios and investment strategies to identify optimization opportunities Design and propose custom model portfolios in collaboration with multi-asset and distribution teams Leverage AI/LLM tools to assess advisor behavior, risk frameworks, and decision-making Generate performance reports, monitor investments, and recommend portfolio adjustments Support strategic rollout of firm-branded models and track industry trends Ideal Candidate: 5–8+ years in portfolio analysis or investment research Strong analytical and communication skills Experience with performance attribution, risk tools, and model portfolio design Proactive, collaborative, and detail-oriented Great opportunity for someone who wants to shape modern investment solutions at a firm investing in innovation and personalization. Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

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