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© All Rights Reserved. ApplyBlast.com
horizoninvestments
The Portfolio Strategist supports Horizon's consulting clients by constructing and monitoring portfolios, conducting manager due diligence, and evaluating investment universes. Acting as the primary liaison between the Investment Management team and clients, the role provides proactive communication, market insights, and customized portfolio solutions while ensuring responsive and accountable client service.
Headquarters
Charlotte, North Carolina, United States
Company Size
51-200 employees
Founded
1995
Horizon Investments delivers goals-based financial strategies, investment management, technology, and consulting—providing tools for investing and advising clients. Through its technology platform and advisory services, it supports financial professionals in portfolio management, client engagement, and practice growth. The company emphasizes fueling advisor growth by offering integrated solutions that align client goals with disciplined investment management. Overall, Horizon positions itself as a comprehensive partner for advisors seeking scalable, technology-enabled wealth management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for horizoninvestments.
34% below the average for this role