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Zoe Financial

Senior Investment Platform Lead - Portfolios & Analytics

city of niagara falls, NY

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About this opportunity

Zoe Financial lists this Senior Investment Platform Lead - Portfolios & Analytics opportunity in city of niagara falls, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Zoe Financial in New York is seeking a Director of Investments to lead portfolio construction and analytics on the Zoe platform. You will own what goes into client portfolios: models we offer, custom models for RIAs, and the analytics behind portfolio conversations.

You will work with trading operations, product, compliance, and sales to ensure our offerings are sound and scalable. The role reports to the VP of Investments and starts as an individual contributor with growth potential.

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