Senior Director of Investments, CFA
$250,000–$250,000 year
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Senior Director of Investments to lead the Investment Strategy Group, manage the team of investment analysts and portfolio managers, and oversee investment platforms (including manager selection and portfolio construction). Serve as the Investment Strategist for a select group of ultra high net worth clientele; oversee operations of the Investment Team (setting goals, monitoring performance, and managing platforms); lead research and technology initiatives. Requires CFA with 8+ years in investment management and experience assisting 50M+ net worth UHNW clientele. Involves directing liquid and illiquid alternatives, direct investments, private equity, and related investment initiatives; strong emphasis on independent thought, pro-activity, and high-quality client service; 250k+ first-year compensation plus benefits.
Required Qualifications
- 8+ years of investment management experience
- Experience with 50M+ level net worth clientele
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