Job Description
Everstone Capital Partners is a premier global financial institution dedicated to delivering sophisticated wealth management solutions to high-net-worth individuals and institutional clients. We are currently seeking a high-caliber Senior Investment Strategy Lead to join our Manhattan-based Private Wealth division.
In this pivotal role, you will be the primary architect of bespoke investment frameworks, blending deep fundamental research with cutting-edge quantitative insights. We provide an environment that rewards intellectual curiosity, strategic rigor, and a relentless pursuit of alpha. If you are a finance professional with a track record of excellence and a passion for navigating complex global markets, Everstone offers an unmatched platform for your career evolution.
Responsibilities
- Architect and implement multi-asset investment strategies tailored to complex high-net-worth portfolio objectives.
- Lead deep-dive fundamental and quantitative research initiatives to identify emerging market trends and dislocations.
- Collaborate directly with the Chief Investment Officer to refine the firm’s house view on global macroeconomics and tactical asset allocation.
- Present high-stakes investment recommendations and quarterly performance reviews to the Executive Investment Committee.
- Utilize advanced risk management modeling to stress-test portfolios against geopolitical volatility and liquidity shifts.
- Mentor and supervise a team of junior analysts to ensure the highest standards of financial reporting and modeling accuracy.
Qualifications
- Minimum of 8-12 years of experience in investment banking, asset management, or a senior strategy role within a major financial institution.
- CFA (Chartered Financial Analyst) charterholder status is mandatory.
- Advanced degree (MBA, MS in Financial Engineering, or Finance) from a top-tier institution.
- Expert-level proficiency in Bloomberg Terminal, FactSet, and Python for financial data analysis.
- Demonstrated ability to synthesize complex economic data into actionable, high-conviction investment narratives.
- Exceptional interpersonal and presentation skills, with the presence to influence C-suite stakeholders.