Role OverviewInvestment Directors work closely with colleagues to help clients meet or exceed their investment objectives, operating within a team-based structure alongside Chief Investment Officers, Managing Directors, Senior Investment Directors, and Associates.
What You Will Do
Responsibilities include developing appropriate financial and investment goals, asset allocation policies, and investment manager structures; conducting due diligence on investment opportunities; selecting and recommending managers; and evaluating the performance of individual managers and total portfolios.
Why It Might Be a Fit
Investment Directors are also expected to oversee and contribute to all aspects of client work, including analytical tasks, developing recommendations, supervising investment associates, preparing presentation materials, and assuming significant responsibility for client relationships through direct interaction and presentation of recommendations.
Requirements
- BA/BS required
- An MBA or CFA strongly preferred
- Appropriate investment knowledge and experience, gained from work at an investment firm or a large institutional investor, or family office
- Demonstrated investment knowledge and analytical skills
- Strong communication and relationship management skills
- Excellent organizational skills, strong attention to detail, ability to prioritize and work on multiple projects simultaneously
- Must be eligible to work in the US without sponsorship or restriction now or in the future
- Successfully obtain FINRA Series 3 license within 90 days of employment as condition of continued employment
Benefits
- Annual performance-based bonus
- Comprehensive, competitive benefits package
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