You will lead the investment strategy for a global wealth-tech platform targeting the mass affluent diaspora. You’ll build model portfolios, design cross-border decision engines, and translate complex financial logic into actionable advice. This founding role bridges the gap between sophisticated private banking and accessible retail execution for millions of global citizens.
Investment Research & Advisory Lead at VC-backed cross-border wealth-tech startup
Join a high-growth fintech as the founding investment lead, where you’ll build the "brain" of a platform revolutionizing wealth management for the global diaspora. While traditional products stop at borders, you’ll design a cross-border engine that solves complex tax and currency frictions for millions. If you’ve built model portfolios and want to own an investment philosophy end-to-end, this is your chance to scale private-banking-grade judgment to an underserved mass market. You’ll be hire #1 on the investment side, working directly with a proven founder to transform how 300 million people build wealth globally.
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Location
India), United Kingdom / Remote
Compensation
Not Disclosed + Equity
Company
Confidential company
Role overview
About the company
VC-backed cross-border wealth-tech startup
What you will do
- Own the design and rebalancing of multi-asset model portfolios and instrument selection across major global corridors.
- Develop the logic layer for a cross-border decision engine that accounts for tax residency, currency risk, and home bias.
- Create clear, jargon-free investment rationales that empower non-professional investors to take immediate, confident action on their portfolios.
Who this is a fit for
- Proven experience building model portfolios or multi-asset allocations in a wealth-tech, robo-advisory, or private banking environment.
- Deep understanding of cross-border financial nuances, including how tax and currency frictions impact domestic investment strategies.
- Exceptional communication skills with the ability to defend complex logic to experts while making it simple for everyday users.
Why this role is remarkable
- Join as the first investment hire on a founding team, directly shaping the core product and investment philosophy for a global audience.
- Solve complex cross-border financial challenges that traditional wealth management ignores, including tax optimization and currency frictions across multiple jurisdictions.
- Scale human-grade advisory judgment using AI to reach the vast majority of immigrants who currently lack access to personalized private banking.
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
Meet Jack
What happens next?
Jack’s an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack’s network.
If your profile’s a match and Confidential company wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.