Investment Strategist / Investment Director

ABOUT EQUI AND VECTIS

Equi designs and manages institutional-quality alternative investment solutions, including Equi-branded funds and white-label fund of funds products for independent multi-family offices and advisory firms. Vectis Capital, Equi's sister company, is a multi-family office and RIA delivering full family-office services and institutional-grade investment management to ultra-high-net-worth individuals and families, with alternatives central to its approach. Together, the two firms offer an unusually broad mandate—full ownership of UHNW client portfolios at Vectis alongside manager research that informs investment decisions across both firms.

ABOUT THE ROLE

We are seeking an Investment Strategist / Investment Director with roughly 8-12 years of relevant experience to own a hybrid mandate spanning both firms, weighted approximately 60% Vectis and 40% Equi. On the Vectis side, you'll be the primary investment professional on the RIA platform, owning the full client investment lifecycle for UHNW individuals and families—from proposals and portfolio construction through trading, reviews, and long-term strategy. Across both firms, you'll source managers and lead due diligence, prepare investment committee materials, monitor portfolios, and partner with the investment team on Equi's funds and white-label products.

This is a senior, hands-on role. You bring enough experience to sit with advisors and clients, enough judgment to build and implement portfolios, and enough humility to do the detailed work required to execute correctly. You can move from a strategic conversation about a family's long-term allocation to a specific trade list, from a prospect proposal to a manager diligence memo, and from an IC recommendation to an operational follow-through plan.

WHAT IS THIS ROLE ACCOUNTABLE FOR?

OWN AT VECTIS

INVESTMENT OPERATIONS

- Serve as the primary investment professional for Vectis RIA clients, delivering institutional-grade portfolio...