Director of Investment Research for Multi-Family Office

Recruiter
NexWealth
Location
Pennsylvania (US)
Salary
DOE
Posted
01 Nov 2022
Closes
01 Dec 2022
Job Function
Wealth Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Bachelors

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.

Requirements

  • 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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