Director of Investment Research for Multi-Family Office
- Employer
- NexWealth
- Location
- Pennsylvania (US)
- Salary
- DOE
- Closing date
- Dec 1, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Private Wealth Management Firm
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
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
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert