Investment Managing Director
Core
Senior investment leader managing private client portfolios ($100M–$B+) and leading an investment team to construct diversified portfolios and select managers.
Role type
Managing Director, Investment Management
Builds
Customized investment portfolios for ultra-high net worth private clients and family offices
Domain
Private Wealth Management / Family Office
Required skills
Portfolio construction, Investment manager selection, Client relationship management, Asset allocation, Risk management, Team leadership, Business development, Capital markets experience
Preferred skills
MBA, CFA, Family office network
Technologies
N/A
Responsibilities
Lead investment team in creating diversified portfolios, Select and evaluate investment managers, Work with and present directly to clients, Develop and implement investment objectives and asset allocations, Represent firm externally in business development, Provide mentorship to investment team
Seniority
Managing Director, Senior Leadership