Senior Research Analyst

Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. 75% of financial advisors don’t offer digital communication beyond email, and 62% still build financial plans manually in Excel. This leads to a poor client experience and results in financial advisors spending over 70% of their time on non-client facing, manual work.

Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. Advisors who partner with Savvy tap into AI-powered software, automated sales and marketing, and seamless back office workflows to scale faster and spend more time with clients.

We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Our team is made up of repeat founders and operators who’ve helped build Airbnb, Square, Brex, Carta, Facebook, $200B+ RIAs, and more.

Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. We’ve surpassed $5.1 billion in AUM in less than three years, grown 600%+ in the last 18 months, and are entering the next phase of the company which involves rapid expansion of our product offering and continued revenue growth. Come help us scale!

The Role:

This is a rare opportunity to join a high-growth fintech at an inflection point, working directly with the CIO to build the next generation of portfolio construction and advisor technology from the ground up.

As a Senior Research Analyst on the SWIM team, you will work directly with the CIO across macro research, portfolio construction, and thought leadership, while also playing a critical role in shaping how our investment capabilities are translated into advisor-facing tools and experiences.

This role sits at the intersection of investing and product. You won't just develop investment insights, you'll help ship them. That means turning research into dashboards, automations, and advisor workflows using the latest AI and data tools.

Your work will directly impact how portfolios are built, how advisors engage with clients, and how Savvy continues to scale its investment platform.

Responsibilities:

• Drive macro and market research with speed and conviction, leveraging AI tools to go deeper and faster

• Support portfolio construction and ongoing enhancements across Savvy Total Portfolios (STP), direct indexing, options overlays, and other offerings

• Produce thought leadership content, including market recaps, Portfolio Perspectives, and ad hoc research memos

• Develop advisor-facing materials and presentations that translate investment insights into clear, actionable narratives

• Partner closely with Engineering, Product, and Design (EPD) to build and improve investment tools, dashboards, and analytics

• Translate investment concepts into product requirements, helping engineers build intuitive and impactful advisor experiences

• Proactively identify and own opportunities to improve portfolio insights, reporting, and advisor workflows across the platform, with an automation-first mindset

• Contribute to the ongoing development and scaling of Savvy’s investment platform

Must Have:

• You have 5–7 years of investment experience (buy-side, sell-side, or allocator)

• You have a strong foundation in macroeconomics and multi-asset portfolio construction

• You can connect the dots between markets, portfolios, and implementation

• You are able to synthesize complex ideas into clear, concise insights

• You are a strong communicator, both written and verbal, and can tailor your message to different audiences

• You are naturally curious and spend time thinking about markets beyond what is required

• You actively use AI tools (ChatGPT, Claude, Perplexity, etc.) in your day-to-day workflow and are always looking for ways to automate the repetitive stuff

• You thrive in ambiguity, move fast, and take full ownership.

• You enjoy working cross-functionally and can effectively collaborate with non-investment teams (e.g., engineering, product)

• You are interested in helping build, not just analyze

Nice to have:

• Experience working with or supporting multi-asset portfolios or model portfolios

• Familiarity with ETFs, direct indexing, or alternative investments

• Experience working with product, engineering, or data teams

• Exposure to building dashboards, analytics tools, or investment-related technology

• Strong presentation skills and experience communicating with clients or advisors

• Programming or data analysis experience (Python, SQL, etc.)

• Experience using AI tools, LLMs, or automation platforms (n8n, Zapier, Notion AI, etc.) to meaningfully increase your output

• Competitive salary and equity package

• Unlimited PTO + paid company holidays

• Access to holistic medical, dental, and vision plans

• Company 401(k), Commuter, and HSA/FSA plans

• NYC office in the heart of Manhattan

• Lunch and snacks provided in the office

• Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care

• Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)