MBA Investment Director Position
Core
Develop diversified investment portfolios, conduct due diligence, and select investment managers for endowments, foundations, pension plans, and private clients.
Role type
Senior IC investment director (portfolio management & client advisory)
Builds
Custom investment portfolios and manager selection strategies for institutional and private clients
Domain
Asset Management / Institutional Investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
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; represent the firm in business development; oversee and mentor analyst/associate team members
Seniority
Senior, hands-on IC with team leadership
