Research Analyst

📋 Description

• • As a Research Analyst on the SWIM team at Savvy Insurance Services, Inc., you will work directly with the CIO to build the next generation of portfolio construction and advisor technology from the ground up, playing a critical role in shaping how investment capabilities are translated into advisor-facing tools and experiences.
• • Your day-to-day responsibilities include driving macro and market research using AI tools, supporting portfolio construction across Savvy Total Portfolios and other offerings, producing thought leadership content, developing advisor-facing materials, partnering with Engineering, Product, and Design to build investment tools and dashboards, translating investment concepts into product requirements, identifying opportunities to improve portfolio insights and workflows with an automation-first mindset, and contributing to the scaling of Savvy’s investment platform.
• • Savvy is a high-growth fintech company modernizing wealth management through an advisor-centric digital platform that leverages AI-powered software, automated sales and marketing, and seamless back-office workflows to help financial advisors scale and spend more time with clients. The company has raised over $105M from top-tier investors, surpassed $5.1 billion in AUM in under three years, and grown 600%+ in the last 18 months, with a team composed of repeat founders and operators from companies like Airbnb, Square, Brex, Carta, and Facebook.
• • In this role, you will deepen your expertise in macroeconomics and multi-asset portfolio construction, sharpen your ability to synthesize complex investment ideas into clear insights, gain hands-on experience translating research into product features and advisor workflows, and develop cross-functional collaboration skills while working at the intersection of investing and technology in a fast-moving, innovative environment.