Senior Investment Director
Core
Construct diversified portfolios and evaluate investment managers for foundations, endowments, pensions, and government agencies.
Role type
Senior Investment Director (Retirement, Insurance, and Government practice)
Builds
Custom investment portfolios and manager research for institutional clients
Domain
Institutional Asset Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, manager evaluation, client presentation, strategic asset allocation, team mentorship, liability-aware investing
Preferred skills
MBA, CFA, liability-aware investing expertise
Technologies
Excel, Word, PowerPoint, proprietary investment systems
Responsibilities
Construct diversified portfolios with varying investment objectives; Evaluate investment managers across public equity, fixed income, private investments, and alternatives; Communicate directly with client investment staff and boards to present recommendations; Prepare analysis and materials for internal and external discussions; Contribute to team efforts in strategy, research, and business development; Mentor and oversee junior colleagues
Seniority
Senior, hands-on IC with mentorship responsibilities
