Director, Investment Strategy

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Want to help everyday Americans invest and build wealth? Financial inequality is increasing, and too many people are getting left behind. At Stash, we are passionate about democratizing wealth creation through education, advice, and products that help customers achieve greater financial freedom.

We are seeking a Director, Investment Strategy, well versed in the markets and portfolio construction to join as a founding member of Stash’s Investment Strategy and Advice Team. 

You will be an important partner to Stash’s entire organization and critical to helping the company deliver solid investment advice. You will work with the CIO in the creation of new investment strategies, investment advice tools and other strategic initiatives around investments and investment advice. 

You will have responsibility for monitoring all strategies and making suggestions for improvements and will be a member of Stash’s Investment Committee.  

What you’ll do:

  • Help manage Stash’s Smart Portfolios by developing new portfolios and managing existing portfolios, including monitoring performance and resolving issues.
  • Partner with our Invest Product team in the development of new ways to improve search and discovery of investments on the platform. Draft investment theses and monitor Collections of securities.
  • Assist the CIO on investment advice/strategy components of all new investment related offerings.
  • Create new and improve existing investment advice tools
  • Work with various teams across the organization on ad hoc projects to improve the investment advice across the platform.
  • Work with the content teams in drafting monthly new letters, various educational articles and other communications
  • Maintain relationships with various ETF providers..
  • Speak at conferences and other organized events.

Who you are:

  • 7-10 years of experience in portfolio management, direct investing, or other relevant field
  • Knowledge of the markets and portfolio construction
  • Able to create and drive a strategic initiative across multiple functions by influencing and collaborating with key stakeholders
  • Excellent relationship and communications skills
  • Strong data analysis skills - able to aggregate multiple data sources to identify and solve root cause problems
  • Bachelor's Degree in Finance or another relevant field of study
  • MBA and/or CFA preferred

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At Stash it is our mission to help everyday Americans invest and build wealth. That includes people of all races,  genders, and abilities, so it is important to us to acknowledge and address the issues of inequality in financial services head on. 

Diversity and inclusion are essential to living our values, promoting innovation, and building the best products. Our success is directly related to our employees and we believe that our team should reflect the diversity of the customers that we serve.  As an Equal Opportunity Employer, Stash is committed to building an inclusive environment for people of all backgrounds.

If you require any reasonable accommodations to make your application process more accessible please reach out to [email protected]

Invest in Yourself: 

  • Equity & Stash Accounts [Invest, Retire, Custodial, Bank]                     
  • Flexible PTO 
  • Learning & Development Fund 
  • Work from Home Stipends
  • Parental Leave [Primary & Secondary]

Recognition:

  • BuiltIn’s Best Places to Work (2019, 2020, 2021) 
  • Forbes Fintech 50 (2019, 2020, 2021)
  • Best Digital Bank, Finovate Awards (2020)
  • Tearsheet Challenge Awards, Best Banking Card Product - Stock-Back® Card, 2020
  • LendIt Fintech Innovator of the Year (2019 & 2020)

**No recruiters, please**

This position may be performed remotely anywhere within the United States except the State of Colorado.

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Location

We offer employees the choice and flexibility to work where you want from anywhere in the US or UK. We offer stipends to make home offices productive and for those who don't live near our NYC and London offices, to secure space when they want it.

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