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# SVP, Investment Strategy with a Global Fund – New York, NY



JRG Partners is honored to represent a premier, multi-billion dollar global investment fund in their confidential search for a Senior Vice President (SVP) of Investment Strategy. This is a career-defining opportunity for a visionary and experienced investment professional to take a pivotal leadership role within a world-class organization. Based in the firm’s global headquarters in New York, NY, the SVP will be responsible for shaping the fund’s overarching investment philosophy, driving strategic and tactical asset allocation decisions, and leading a high-caliber team of strategists and economists.
This role is central to the fund’s long-term success, requiring a deep understanding of global markets, a sophisticated approach to portfolio construction, and the ability to translate complex macroeconomic analysis into actionable investment insights that will guide the deployment of capital across the globe.
The ideal candidate is not just a manager but a thought leader—an individual who can challenge conventional wisdom, foster a culture of intellectual rigor, and communicate a compelling investment narrative to the most senior stakeholders, including the Chief Investment Officer and the Investment Committee. You will be at the forefront of the firm’s intellectual engine, tasked with navigating an increasingly complex and interconnected global financial landscape.
Your work will directly influence portfolio performance and the preservation and growth of capital for the fund’s constituents. We are seeking a leader with a proven track record of success in a similar capacity at a large-scale asset manager, sovereign wealth fund, or global investment institution, who possesses the gravitas, analytical prowess, and strategic foresight to excel in this critical position.
Role Overview for SVP, Investment Strategy with a Global Fund – New York, NY
The Senior Vice President, Investment Strategy will serve as a key member of the senior investment leadership team. This executive will be the primary architect and steward of the fund’s global investment strategy, responsible for developing the frameworks that guide asset allocation and risk management across a diverse, multi-asset class portfolio. The role demands a blend of rigorous quantitative analysis, qualitative judgment, and exceptional leadership. You will lead a dedicated team in conducting comprehensive research on macroeconomic trends, market dynamics, and geopolitical shifts to formulate a cohesive and forward-looking house view. This view will inform strategic long-term positioning as well as tactical adjustments to navigate short-term market volatility. Success in this role means building a resilient and adaptive investment strategy that can consistently deliver on the fund’s risk and return objectives through various market cycles. You will be a key voice in the firm’s most critical investment debates, providing data-driven insights and strategic guidance that shape the future of the portfolio.
Key Responsibilities of SVP, Investment Strategy with a Global Fund – New York, NY
Strategic and Tactical Asset Allocation
Lead the development, implementation, and ongoing management of the fund’s strategic asset allocation (SAA) and tactical asset allocation (TAA) frameworks. Ensure allocation decisions are aligned with the fund’s long-term objectives and risk tolerance.
Macroeconomic Research and Analysis
Direct a team of researchers and analysts to monitor and interpret global economic trends, monetary and fiscal policies, and geopolitical events. Synthesize vast amounts of information to form a coherent and actionable house view on the global investment landscape.
Investment Philosophy and Process Enhancement
Continuously evaluate and refine the fund’s investment philosophy and decision-making processes. Introduce innovative analytical tools, models, and technologies to enhance strategic capabilities and drive alpha generation.
Portfolio Construction and Risk Management
Collaborate closely with portfolio managers and the risk management team to ensure portfolios are constructed optimally. Provide top-down guidance on risk factor exposures and contribute to the development of sophisticated risk mitigation strategies.
Thought Leadership and Communication
Serve as a primary internal and external spokesperson for the fund’s investment strategy. Author white papers, present at industry conferences, and clearly articulate the firm’s market views and strategic positioning to the Investment Committee, executive leadership, and key clients.
Team Leadership and Development
Manage, mentor, and develop a high-performing team of investment professionals. Foster a collaborative and intellectually curious environment that attracts and retains top talent. Set clear goals, provide regular feedback, and champion professional growth within the team.
Stakeholder Engagement
Act as a trusted advisor to the Chief Investment Officer and other senior leaders. Prepare and deliver insightful presentations and reports that facilitate strategic discussions and informed decision-making at the highest levels of the organization.
Requirements for the SVP, Investment Strategy with a Global Fund – New York, NY
Professional Experience
A minimum of 15+ years of progressive experience in investment strategy, macroeconomic research, or multi-asset portfolio management within a large, sophisticated global asset manager, pension fund, sovereign wealth fund, or investment consulting firm. At least 7 years of experience in a significant leadership role, managing teams and influencing senior stakeholders.
Educational Background
An advanced degree (Master’s or PhD) in Finance, Economics, or a related quantitative field is strongly preferred. A Bachelor’s degree from a top-tier university is required.
Professional Certification
The Chartered Financial Analyst (CFA) designation is highly required.
Technical Expertise
Deep expertise across a wide range of asset classes, including public and private equity, fixed income, real assets, and alternative investments. Proven ability to design and implement robust asset allocation models.
Quantitative Skills
Strong quantitative and analytical capabilities with proficiency in statistical analysis and financial modeling. Experience with tools such as Bloomberg, FactSet, and programming languages like Python or R for data analysis is a significant plus.
Leadership Acumen
Demonstrated ability to lead, inspire, and develop a team of highly skilled professionals. A track record of building consensus and driving strategic initiatives within a complex organization.
Communication Skills
Exceptional written and verbal communication skills. The ability to distill complex financial and economic concepts into clear, concise, and persuasive arguments for a variety of audiences, including C-suite executives and board members.
Global Perspective
A deep understanding of international markets and the interconnectedness of the global economy is essential.
Benefits & Perks Offered
Our client is committed to attracting and retaining the industry’s best talent and provides a compensation and benefits package that reflects this commitment. The comprehensive offering includes:
Executive Compensation
A highly competitive base salary complemented by a substantial annual performance-based bonus and a significant long-term incentive plan (LTIP) designed to reward strategic contributions and long-term value creation.
Comprehensive Health & Wellness
Premier medical, dental, and vision insurance plans for you and your eligible dependents. The package includes access to a robust employee assistance program (EAP), mental health resources, and corporate wellness initiatives, including gym membership subsidies.
Retirement & Financial Planning
A market-leading 401(k) retirement plan featuring a generous company match and profit-sharing components. Access to personalized financial planning services.
Work-Life Integration
A generous paid time off (PTO) policy, comprehensive parental leave, and a flexible work environment that respects the need for balance.
Professional Growth
A significant budget for continuous professional development, including support for attending industry conferences, pursuing additional certifications, and accessing executive education programs.
Office Perks
A modern and collaborative office environment in a prime New York City location, featuring amenities such as catered lunches, a fully stocked kitchen, and company-sponsored social and networking events.
How to Apply
JRG Partners is the exclusive search firm retained for this confidential and critical leadership appointment. We invite qualified candidates who possess the requisite experience and a desire to make a significant impact on a global scale to submit their applications.
To express your interest, please submit a current resume and a compelling cover letter outlining your qualifications and strategic vision for this role. All applications will be treated with the strictest confidence. For more information on our specialized recruitment expertise within the financial services sector, please visit our Asset Management Recruitment Practice page. We look forward to connecting with the next leader of our client’s Investment Strategy team.