Senior Market Strategist

Aprio

San Francisco, California

Full Time

Posted March 25, 2026

Not Specified

Remote

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Job Description

The Senior Market Strategist is a senior investment professional responsible for market communication, advisor and CPA engagement, and investment analysis across public and private markets, supporting the Chief Investment Officer and managing ongoing investment discussions and market updates.

Key Responsibilities

Extend the capacity of the Chief Investment Officer through delegated responsibilities
Manage market communication, advisor and CPA engagement, and investment analysis across public and private markets
Own ongoing investment discussions, market updates, and preliminary diligence activities
Speak confidently about markets in real time and handle periods of market stress and client anxiety
Work through disagreements constructively and escalate issues early and clearly when necessary

Requirements

The candidate must be a senior investment professional who can extend 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 requires ownership of ongoing investment discussions, market updates, and preliminary diligence activities.
The candidate must demonstrate strong judgment, clear communication skills, and the ability to operate comfortably without a script.
The candidate must be able to speak confidently about markets in real time.
The candidate must be able to handle periods of market stress and client anxiety effectively.
The candidate must be able to work through disagreements constructively.
The candidate must raise issues early and clearly when escalation is required, avoiding deferment or delay.
The candidate must have experience or ability to analyze investment markets across public and private markets.
The candidate must have the ability to communicate market insights clearly and effectively to clients and advisors.
The candidate must be able to work independently and demonstrate good judgment in decision-making.
The candidate must be able to handle real-time market discussions and provide market updates confidently.