Senior Investment Director, Private Practice
Core
Construct and manage custom investment portfolios for ultra-high net worth private clients, endowments, and foundations to generate outperformance.
Role type
Senior Investment Director
Builds
Diversified investment portfolios and asset allocation policies for private clients
Domain
Private wealth management, institutional investment, alternative assets
Deliverable
client delivery
Required skills
portfolio construction, asset allocation, investment manager due diligence, performance evaluation, client relationship management, team oversight
Preferred skills
MBA, CFA, experience with alternative assets (VC, PE, hedge funds, real estate)
Technologies
null
Responsibilities
select and evaluate investment managers across all asset classes, conduct due diligence, prepare client presentations, supervise investment associates, develop financial goals and policies
Seniority
Senior, hands-on IC with team oversight