Director of Investment Research for Multi-Family Office

Pennsylvania (US)
01 Nov 2022
01 Dec 2022
Job Function
Wealth Management
CFA Charterholder
Employment Type
Full Time

The Director of Investment Research will work directly with high-net-worth clients and their outside advisors to help achieve their financial goals. Working as part of a multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients.


  • CFA® Charterholder
  • 7+ years’ experience as a client-facing research analyst
  • Bachelor’s degree
  • Commute to firm’s office in Philadelphia suburbs
  • Must be comfortable communicating with clients and have strong interpersonal skills
  • Must be organized with strong attention for detail
  • Experience conducting manager due diligence
  • Ability to work independently, yet possess flexibility to work well within a team

Responsibilities include, but not limited to, the following:

  • Comprehensive Investment Manager due diligence
  • Monitoring industry publications for pertinent information
  • Developing manager and strategy-specific expertise and providing clients and research team with timely and insightful data points
  • Maintaining information systems with heavy emphasis on maintaining a proprietary database, in order to capture the universe of available investment opportunities
  • Maintaining a variety of portfolio analytic reports on investment managers and client portfolios
  • Managing prime brokerage/capital introduction relationships
  • Portfolio construction and recommendation creation
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