Skip to main content

This job has expired

You will need to login before you can apply for a job.

Director, Investment Strategy Group

Employer
Bel-Air Investment Advisors
Location
Los Angeles, California
Salary
Salary, Benefits and Bonus
Closing date
Jun 10, 2022

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).

Qualifications

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.

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