Director of Investments & Equity Management
Core
Lead investment strategy and manage a quantitative equity model with a fundamental overlay for a $4 billion wealth management practice.
Role type
Senior IC Director of Investments & Equity Management
Builds
Quantitative equity models and client portfolios
Domain
Wealth Management / Equity Investing
Deliverable
production ML models
Required skills
Quantitative equity modeling, Fundamental analysis, Tax-sensitive portfolio management, Team leadership, Investment committee coordination, Client communication
Preferred skills
CFA designation, Advanced degree, Excel, PowerPoint
Technologies
Excel, PowerPoint
Responsibilities
Oversee investment management processes for $4B AUM, Manage and mentor the investment team, Maintain and refine quantitative equity model, Implement model across client accounts with custom adjustments, Apply tax-sensitive judgment (cost basis, tax-loss harvesting), Communicate strategy to firm, advisors, and clients, Monitor markets and portfolio risk
Seniority
Senior, hands-on IC