Upstate NY

Overview

Fast growing boutique RIA seeks a Director of Investments to lead investment research and due diligence process. Opportunity to be based in Upstate New York or work fully remote.

Highlights

• Serve as a thought leader at a firm with strong and consistent organic growth
• Principal role managing a ~$350 million portfolio
• Be willing to roll up sleeves modeling individual investment opportunities
• Partner with the founder to build on $50 million alternative investment platform and build out a new $100 million private fund for public markets
• 9-year track record of exceeding benchmark returns with clear attribution
• Collegial and supportive team culture, and extensive tech stack
• Range of Pay 150k-225k inclusive of base and bonus; path towards equity participation and CIO position based on performance

Requirements

• 5+ years of investment management experience
• CFA preferred