Senior Investment Director, Private Practice
Core
Senior Investment Director constructing and managing custom investment portfolios for private clients in the US, Canada, and UK to generate outperformance.
Role type
Senior IC investment director (private practice)
Builds
Custom investment portfolios and manager selection recommendations for private clients
Domain
Private wealth management / Alternative investments
Required skills
Portfolio construction, asset allocation, due diligence, 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; conduct analyses and prepare client materials; present directly to clients and investment committees; select and evaluate investment managers across asset classes; represent firm in business development; oversee and mentor analyst/associate team members
Seniority
Senior, hands-on IC with team leadership