Director, Investment Strategy Group

Los Angeles, California
Salary, Benefits and Bonus
11 May 2022
10 Jun 2022
Employment Type
Full Time

Experience / Education Requirements

  • Bachelor's degree (B. A.) from four-year College or University.
  • Strong technical skills using Excel, PowerPoint, the Microsoft Office Suite, and Morningstar Direct (preferred).
  • Ability to understand risk statistics and portfolio characteristics, strong analytical skills.
  • Relevant experience in investment management or a consulting background.
  • CFA required, MBA preferred.

Responsibilities:  The VP/Director is responsible for co-managing the research team and tracking all relevant existing and prospective investment managers across all asset classes.  It is important that the VP/Director on a regular basis can update and make assessments on manager performance, conduct conference calls, prepare materials, present to clients, and articulate to his/her team any significant issues.  The following is a list of specific responsibilities:

  • Oversee multi-manager investment platform across all asset classes including initial and ongoing due diligence.
  • Support private equity vintage fund rollout including manager selection and co-investment program.
  • Research and educate firm and clients on non-traditional asset classes
  • Co-manage model investment portfolios alongside CIO.
  • Write periodic investment notes for client use covering major market themes.
  • Co-manage junior personnel.
  • Support brand recognition and thought leadership through speaking engagements at investment conferences.
  • Prepare reports and present detailed results of the due diligence procedures (including concerns and recommendations) to the Investment Committee along with a recommendation as to whether the manager should be funded.
  • Prepare and conduct in-depth on-site due diligence meetings with senior management.
  • Attend client meetings and be able to clearly articulate manager strategies on the Bel Air platform.
  • Assist client advisors in preparing presentations or materials for client/prospect meetings.
  • Coordinate and assist with operational requests and requirements.
  • Participate in department and Firm projects as assigned (i.e. mutual fund assessment, re-balancing, etc.).
  • Fluency with various investment databases and performance reporting software (primarily Morningstar Direct).


The ideal candidate should possess the following attributes:

  • High degree of personal integrity and high personal work ethics, coupled with the ability to earn and inspire respect and confidence among one’s peers, subordinates and senior management.
  • Highly intelligent, quick, team-oriented, personable and creative. Willingness to share information and work with a team, no territorial desires. Strong interpersonal and management skills.
  • Superior written and oral communication skills. 
  • Comfortable articulating or presenting information to team. 
  • Strong, creative problem solving and decision-making skills.
  • Aggressiveness in meeting commitments and a results orientation.
  • Ability to work in a fast-paced work environment and navigate organizational structures with sensitivity and finesse. 
  • Comfortable working without a lot of direction.
  • Demonstrate a strong interest in the financial markets, possess a working knowledge of the investment.

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