Senior Market Strategist

• 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.

• 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. • 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.