Director of Investments

Director of Investments

Independent Wealth Management Firm
Published
October 6, 2019
Location
Westchester County, NY, United States

Description

Director of Investments 

Independent Wealth Management Firm

Westchester County, NY

 

Overview

  • Dynamic 1 Billion+ Independent Wealth Management Firm offering Multi-Family Office services seeks for the first time a Director of Investments in Westchester County to lead the investment team as the founding partners seek to deepen their business development efforts
  • Holistic approach to wealth and investment management in an open architecture environment serving HNW and UHNW families
  • The Firm fosters a collaborative culture and utilizes multiple systems and resources inclusive of FactSet, Bloomberg, Morningstar, Preqin, Tamarac and eMoney to develop and manage client portfolios

 

Highlights

  • Clear track to Chief Investment Officer
  • Lead the Investment Committee, adding thoughtful analysis through research, due diligence and portfolio construction with a focus on asset allocation
  • Increase efficiencies around the investment process by collaborating with senior leadership, the investment team and families in creating customized investment solutions
  • Interact with ultra-high net worth client base through providing a global investment outlook through white papers and market review updates
  • Competitive base salary, performance-based bonuses, excellent benefits and long term opportunity for equity ownership

 

Requirements

  • 5+ years investment management experience within the wealth
    management arena inclusive of research, due diligence and portfolio construction
  • CFA Ideal, CFA level II required
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