Role OverviewThe Managing Director, Investments, assists with the management of investment and banking activities, including investment manager and consultant partnerships, banking and cash management relationships.
What You Will Do
Responsibilities include assisting with investment due diligence, reviewing legal documents, managing compliance reporting, developing investment strategies, and overseeing cash management and investment programs.
Why It Might Be a Fit
The ideal candidate will have a strong analytical and problem-solving ability, excellent communication skills, and experience with spreadsheet and word processing software.
Requirements
- Bachelor's degree in Business or any Bachelor's degree with a Master's in Business or any Bachelor's degree with a CPA, CAIA, or CFA
- Ten years in investments
- Ability to analyze and summarize financial information in a clear, concise manner
- Strong verbal and written communication skills
- Strong problem-solving abilities
- Experience with spreadsheet and word processing software
- Ability to multi-task and work cooperatively with others
Benefits
- Competitive health benefits
- Paid vacation, sick leave, and holidays
- Defined benefit retirement plan
- Defined contribution retirement plan
- Additional voluntary tax deferred annuity (TDA) options
- Tuition assistance
- Wellness programs
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