Director- Investments

Director- Investments 

Saint John, NB

Reference # HL-16780

Ocean Capital Holdings Limited is a privately held company with its office located in Saint John, NB with interests in a number of businesses, including broadcasting, construction, energy, industrial distribution, and real-estate.  Our purpose is to grow winning businesses with great people, which contribute to better communities.  We unlock the potential of our businesses through imagination and a passion for winning, and we celebrate the uniqueness in each person. Our focus is on excellence and accomplishments.

We have a unique opportunity for a Director- Investments. This position reports to the Vice President- Investments and will play a key role in the development and implementation of Investment Strategy of the Company.

Key Responsibilities:

• Maintain strong interactive relationship with Investment Managers and other key partners.
• Build and foster relationships with Investment Advisors.
• Lead and coach the internal investment team.
• Assist in the development of periodic reporting on the investment portfolios.
• Assist in the periodic assessment of Asset Allocation for all portfolios.
• Lead the selection process for new Investment Managers.
• Analysis and recommendations on investment performance of the portfolio managed by external managers.
• Play a leading role in the due diligence efforts for the onboarding of new asset classes and asset managers.
• Participate and oversee Investment Strategy and Policy development, compliance, and enhancement.
• Monitor and report on internally managed marketable securities and recommend changes to the assets where necessary.

Additional Duties:

• Review the performance provided by Investment Managers on a quarterly and annual basis.
• Prepare portfolio analysis at the manager/fund and total portfolio level using industry recognized reporting and analytical tools.
• Maintain a working knowledge of asset classes and the institutional asset management industry by meeting with various asset managers on a regular basis.
• Ensure investments are in compliance with investment policy statements and established parameters.
• Prepare summarized analysis for Company Management review.
• Provide reports for and participate in the quarterly meetings of the company’s Board of Directors.

Education, Experience, and Skills:

• Bachelor’s or Master’s degree in Business, Economics, Finance.
• Chartered Financial Analyst designation.
• The ideal candidate will have 10 plus years of experience in investment markets.
• Experience in using Bloomberg or other similar tools to analyze performance, complete attribution. analysis, and assess risk at the manager or asset class level.
• Knowledge of a common programming language, Python or R, is desirable.

Competencies Required:

• Coaching talent: Provide frequent feedback, coaching and stretch opportunities to team members to help develop their capabilities.
• Driving delivery: Establish measurable goals and track delivery of results to manage the performance of people.
• Establishing leadership impact: Project personal confidence, building trust and making people feel energized.
• Setting direction: Provide clear direction and priorities to ensure the team is focused on the right things and the desired ‘end state’.
• Persuasive influencing: Build a wide network and tailor information and arguments to different audiences to get things done.
• Team working: Encourage teamwork and create collaboration opportunities between colleagues and teams.
• Securing added value: Make well-rounded judgments on what will make the most effective use of budgets and resources.
• Pushing for continuous improvement: Challenge current practices and think differently to drive improvement in processes, products, and services.

The Director- Investments is able to think quickly and flexibly, bringing a broad perspective to situations and working through complexity. Shows drive and resilience when faced with adversity, keeping a positive attitude. Is open to change, looking for new opportunities to do things better while supporting others through change. Demonstrates interpersonal insight and flexibility, able to understand what is important to others and can adapt to connect with people.

If you have a passion for investments and enjoy working with a motivated team continuing to build and grow the portfolio, please apply here with a resume and cover letter.

To express interest in this opportunity please apply online by clicking below:

https://meridiarecruitment.ca/Career/16780

For more information about this exciting opportunity please contact Heather Labucki, Partner, or Jason Ozon, Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.

Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.

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