Senior Investment Director, Endowment and Foundation
Core
Develop diversified investment portfolios and select managers to help endowments, foundations, and private clients maximize returns and impact.
Role type
Senior IC investment director (asset allocation & manager selection)
Builds
Custom investment portfolios for endowments, foundations, and ultra-high net worth clients
Domain
Asset Management / Institutional Investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Asset allocation, due diligence, investment manager selection, performance evaluation, client relationship management, team leadership
Preferred skills
MBA, CFA, experience in alternative assets (venture capital, private equity, hedge funds, real estate, timberland, oil & gas)
Technologies
N/A
Responsibilities
Create diversified portfolios consistent with client risk tolerance and time horizon; conduct due diligence and select investment managers across all asset classes; present directly to clients and Investment Committees; oversee and mentor analyst/associate team members; lead ad hoc client requests and business development activities
Seniority
Senior, hands-on IC with team leadership
