Senior Investment Director, Endowment and Foundation
Core
Senior Investment Director responsible for developing diversified portfolios, selecting investment managers, and managing client relationships for endowments, foundations, and UHNW clients.
Role type
Senior IC investment director (portfolio management & client advisory)
Builds
Custom investment portfolios and manager selection recommendations for institutional and private clients
Domain
Asset Management / Institutional Investing
Required skills
Portfolio construction, asset allocation, due diligence, investment manager selection, performance evaluation, client relationship management, team leadership
Preferred skills
MBA, CFA, experience at investment firm or large institutional investor
Technologies
N/A
Responsibilities
Create diversified portfolios to meet client return and risk objectives; conduct analyses and present investment recommendations to clients; select and evaluate investment managers across asset classes including alternatives; oversee and mentor analyst/associate team members; represent firm in business development and marketing
Seniority
Senior, hands-on IC with client-facing responsibilities