Position Summary

The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
• Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
• Provide support for advisors crafting an investment policy statement for a client
• Help update and maintain investment strategy collateral
• Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
• Support Focus Partners’ thought leaders through data collection and independent research
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
• Demonstrate an understanding of our investment strategies, policies, and procedures 

Qualifications

• 3+ Years of work experience in an investment-related position 

Education/Training 

• B.S. Accounting, Economics, Engineering, Finance, or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred 

Knowledge, Skills, and Abilities 

• Proficient in Microsoft Office applications; excellent Excel skills
• Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
• Bloomberg and/or Morningstar Direct experience preferred
• Excellent quantitative and analytical skills
• Ability to communicate complicated financial topics clearly and simply
• Ability to manage multiple priorities and meet deadlines
• Committed to superb client service  
• Professional attitude and demeanor 

This position is an Exempt position. The annualized base pay range for this role is expected to be between $90,000 - $100,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Position Summary

We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.

This role is located in Boston, MA.

Primary Responsibilities

• Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.
• Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.
• Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.
• Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.
• Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.
• Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.
• Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.

Qualifications

Required

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.
• Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.
• Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.
• Strong programming skills with experience building analytical workflows, models, and data pipelines.
• Experience working with modern data infrastructure, including Snowflake or similar environments.
• Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.
• Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.

Preferred

• Experience with business intelligence and data visualization platforms such as Power BI.
• Familiarity with cloud environments such as AWS, Azure, or GCP.
• Experience applying machine learning or AI tools in production or business workflows.
• Experience with agentic workflows using tools such as Copilot Studio or Claude.
• Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.
• Exposure to investment manager research, underwriting, or portfolio analytics is a plus.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

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Position Summary

The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
• Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
• Provide support for advisors crafting an investment policy statement for a client
• Help update and maintain investment strategy collateral
• Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
• Support Focus Partners’ thought leaders through data collection and independent research
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
• Demonstrate an understanding of our investment strategies, policies, and procedures 

Qualifications

• 1+ Years of work experience in an investment-related position 

Education/Training 

• B.S. Accounting, Economics, Engineering, Finance, or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred 

Knowledge, Skills, and Abilities 

• Proficient in Microsoft Office applications; excellent Excel skills
• Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
• Bloomberg and/or Morningstar Direct experience preferred
• Excellent quantitative and analytical skills
• Ability to communicate complicated financial topics clearly and simply
• Ability to manage multiple priorities and meet deadlines
• Committed to superb client service 
• Professional attitude and demeanor 

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $68,000 - $70,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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Position Summary

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner. 

This role is based in Boston, MA.  

Primary Responsibilities

Investment Portfolio Management

• Design, implement, and oversee custom client portfolios in collaboration with the IG.
• Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.
• Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.
• Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.

Client & Relationship Management

• Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.
• Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.
• Support business development efforts, including diagnostic reviews and RFP responses.
• Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.

Thought Leadership & Communication

• Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.
• Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.
• Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.

Governance & Cross-Team Collaboration

• Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group.
• Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration.
• Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios.
• Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities.

Qualifications

• Bachelor’s degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required. 
• 15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.
• Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
• Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.
• Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences.
• Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.
• Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.
• High degree of professionalism, integrity, and attention to detail.

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized base pay range for this role is expected to be between $225,000-$325,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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