Senior Investment Director
Core
Manage client assets, lead investment due diligence, and provide guidance on investment manager structures and guidelines for endowments, foundations, pension plans, and ultra-high net worth private clients.
Role type
Senior Investment Director
Builds
Custom investment portfolios and client presentation materials
Domain
Global asset management and institutional investing
Deliverable
client delivery
Required skills
Portfolio construction, asset allocation, manager selection, investment due diligence, project management of junior staff, analysis of marketable and non-marketable investments
Preferred skills
Experience with institutional clients
Technologies
Investment software tools
Responsibilities
Manage client assets, assist with investment objectives and asset allocation structures, lead investment due diligence, provide guidance on investment manager structures and guidelines, oversee and participate in all aspects of client work including conducting analyses and developing recommendations, manage and mentor investment analysts
Seniority
Senior, hands-on IC with mentorship responsibilities
