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Director of Investments

Preferred Location:
North-East
Open to Relocation:
No

A Director of Investments/CFA/MBA at a 1B+ AUM RIA is seeking an opportunity that offers potential for equity ownership, advancement to a CIO position, and a strong alignment of values and objectives. Below please find several high-level details:

  • 10+ years experience at his current firm helping them grow from 200M to 2B
  • Responsible for all qualitative and quantitative due diligence for external investment managers across every asset class with over 80% of managers outperforming their benchmark; average client 100M
  • CFA, Top-Tier MBA
  • Engineering mindset; helped create efficiencies across the entire firm
  • Bloomberg, Python,  FactSet and SQL
  • Current compensation in the 250k package area

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