Jobs at Vise

• 3+ years of experience in an office administration or Executive Assistant role at in a tech start-up environment
• 1+ years of experience in areas of office operations such as vendor management. liaising with property managers, ordering supplies, etc.

• Help to maintain and expand the tax-aware portfolio optimizer using state of the art optimization techniques
• Develop deep expertise in the trade market microstructure of various instruments like ETFs, Mutual Funds, ADRs, Money Market funds, Alternatives, etc.

• Lead the implementation of the systems that power and scale our business
• Uncover and address system bottlenecks as we mature our tech stack

• Experience

5+ years of experience in investment research, portfolio strategy, or asset management
Expertise in asset allocation, portfolio construction, risk modeling, or security selection
Familiarity with advanced portfolio techniques such as direct indexing, tax optimization, factor investing, and systematic strategies
Demonstrated success in developing and scaling investment frameworks or productized solutions
Proficiency in Python and SQL to support research workflows, performance analysis, and custom data modeling
Bloomberg fluency and experience with portfolio analytics platforms
Experience working with product and engineering teams to build investment solutions into digital platforms
Experience authoring investment research and/or white papers, or marketing commentary
Examples of research, frameworks, or tools you have built from the ground up

• Experience

5+ years in wealth or investment management, ideally focused on asset allocation, portfolio construction, attribution, or security selection
Strong grasp of modern portfolio techniques: direct indexing, tax-loss harvesting, factor investing, optimization, and model portfolios
Proven success working with financial advisors; deep understanding of their models, priorities, and pain points
Skilled at translating complex strategies into clear, actionable client narratives
Excellent communicator—written, verbal, one-on-one, and in group settings
Experience developing and delivering custom investment proposals
Familiar with advisor tech stacks: CRM, portfolio management tools, and Bloomberg
Advanced proficiency in Python and SQL for data-driven investment analysis
Preferred: Experience with cross-functional teams (engineering/product)
Preferred: Authored white papers or investment commentary
Preferred: Led investment research or portfolio solutions from concept to launch

• 2-4 years of experience in a relevant role such as IT Support Specialist, cybersecurity, SOC Analyst, Systems Administrator, or similar
• Foundational knowledge of networking, hardware, and operating systems

• Bachelor’s Degree (finance, accounting, economics, legal preferred, but not required)
• 2–4 years of experience in a compliance role within the financial services or fintech industry

• A collaborative, ownership-driven mindset and desire to grow with a fast-moving team
• Bachelor’s or Master’s Degree in Accounting or a related field

• 4–5 years experience in investment banking, private equity, management consulting, or similar analytical roles.
• Degree from a top university; strong academic track record.

• 5-10 years of experience in a recruiting or sourcing role, preferably in fintech or a tech start-up environment.
• 1-2 years of experience with Greenhouse (ATS) and Linkedin Recruiter

• Your design process; end to end.
• Cross-functional outcomes with engineering, product, and business teams to understand problems, define goals and research requirements, map out user journeys, as well as prototype and launch new features and functionality