Growing 1B+ AUM RIA
Director of Investments, CFA
Westchester County, NY
Overview
Growing 1B+ AUM Wealth Management Firm is seeking a Director of Investments to partner with the CEO & President in providing overall strategy, dynamic asset allocation modeling, risk modeling, thoughtful analysis, research, due diligence and portfolio analytics for the firm’s high net worth and ultra-high net worth clientele.
Highlights
- Execute the firm’s investment research, analysis, and due diligence processes and assist in overseeing portfolio construction and rebalancing
- Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
- Excellent opportunity for advancement with a track towards Chief Investment Strategist
- Extensive client contact with high net worth and ultra-high net worth individuals and families
- Range of Pay 150k-250k inclusive of base and bonus
- Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
- Path towards equity participation
Requirements
- 5+ years of wealth management related investment management experience with a deep exposure to multi-asset class portfolios
- Experience with fixed income portfolios a plus
- CFA strongly preferred
