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Senior Director of Investments, CFA

Philadelphia, PA, United States

Senior Director of Investments, CFA

Multi-Family Office

Overview

Fast growing and dynamic Multi-Family Office seeks a Senior Director of Investments to manage the team of investment analysts and portfolio managers, and oversee the investment management platforms, including manager selection, and portfolio construction.

Highlights

  • Lead the Investment Strategy Group, guiding the firm’s focus for investment initiatives including liquid and illiquid alternatives; direct investments, private equity etc.
  • Oversee the operations of the Investment Team including setting goals, monitoring performance and managing platforms, research and technology.
  • Serve as the Investment Strategist for a select group of ultra high net worth clientele
  • Strong culture of independent thought, pro-activity and quality of life 
  • 250k+ first year compensation package plus excellent benefits

Requirements

  • 8+ years of investment management experience
  • Experience with 50M+ level net worth clientele

 

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.