Teams at Arta Finance

The Senior Investment Advisor will develop financial plans, manage client portfolios, educate clients, and ensure compliance with regulations while building strong relationships with clients.

Lead B2C go-to-market for weekly launches of sophisticated investment products across US and Singapore. Own product content, compliance-safe messaging, lifecycle campaigns, demand generation, educational thought leadership, AI-assisted content workflows, onboarding optimization, A/B testing, and cross-functional coordination with Product, Compliance, Investment, Design, and Ops to drive acquisition, activation, and retention.

Design and implement portfolio-construction and trade-execution models, focusing on optimization, risk modeling, tax-aware execution, and backtesting. Translate research into production-quality systems, collaborate with investment and engineering teams, validate strategies against historical data, and maintain robust, scalable services for managing client portfolios.