Investment Selection Lead
Core
Lead due diligence, selection, and ongoing monitoring of active and passive investment strategies across all asset classes to deliver risk-adjusted performance for wealth management clients.
Role type
Senior IC investment selection lead (allocator)
Builds
Preferred securities lists and client portfolios
Domain
Wealth management / Investment management
Required skills
Investment strategy selection, fund due diligence, performance analysis, risk assessment, ESG integration, market analysis, stakeholder management, quantitative and qualitative analysis techniques
Preferred skills
CFA/CIPM designation, Morningstar and Bloomberg proficiency, APA designation
Technologies
Morningstar, Bloomberg
Responsibilities
Lead identification and selection of active and passive investment strategies; Monitor and review approved funds including performance and risk analysis; Partner with portfolio management on tactical adjustments; Enhance investment selection frameworks; Present investment recommendations and market insights; Develop relationships with investment managers and fund providers.
Seniority
Senior, hands-on IC