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Director - Investment Management

Job Details

About the Position



Hamilton Capital is seeking a dynamic professional to add to our Investment Team. The Director - Investment Management’s primary role will be to deliver attractive investment results and a seamless client experience through the development, management, enhancement, and communication of the firm’s core dynamic investment strategies and custom portfolios. The Director – Investment Management will also be responsible for clearly communicating details about the firm’s strategies and other related topics, as well as serving as a proxy for research professionals with our advisors, clients, and prospects.


Position Benefits


  • Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
  • Thought leadership and innovative thinking are valued and rewarded
  • Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
  • Individual and Team Incentive Plans
  • Investment management and financial planning services


Primary Position Responsibilities


  • Understand and articulate the firm’s research and investment process, portfolio strategy and investment theses for individual portfolio holdings
  • Manage transition of custom portfolios to core portfolios in accordance with policies and guidelines
  • Individually or as part of a team, manage assigned bespoke/custom portfolios for individual clients or as part of an OCIO relationship
  • Serve as a credible proxy for research professionals in prospect and client meetings
  • Maintain, develop, and enhance strong relationships with clients and prospects as part of business development and service teams
  • Understand clients’ investment objectives and decision-making processes across different pools of assets and pursue any mutually beneficial opportunities to broaden the relationship
  • Participate in team efforts to cultivate prospective clients through intermediary relationships, referrals, and other influencers, as well as deepening current relationships
  • Work closely with senior management, investment management professionals, client facing teams, and other members of the firm to deliver high-quality service to existing clients
  • Gather and share market intelligence such as product innovation, distribution channel and investment vehicle trends, and competitive intelligence
  • Assist in developing written materials and exhibits on investment strategies and market topics for purposes of advisor and client communications
  • Present investment commentary and all aspects of the firm’s business to various internal and external audiences
  • Co-develop appropriate communications strategies and tools to inform firm members of strategies and help shape discussions with clients and others
  • Efficiently generate proprietary portfolio and markets data and analysis for assigned asset   classes, regions and/or risk, and work within a team to translate those into portfolio positions


Position Requirements


  • Bachelor’s degree required with an emphasis in investments, finance, general business economics, capital markets, or similar discipline preferred.
  • Master’s degree/equivalent, Chartered Financial Analyst (CFA) highly desirable.
  • Minimum of 10 years of relevant investment analysis and/or management experience required.
  • Dedicated experience communicating directly with clients and leading client meetings.
  • Focus on top-down, global asset class research and portfolio management, strongly preferred.
  • Robust oral and written communication and presentation skills required.
  • Excellent analytical, inter-personal and organizational skills required.
  • Clearly demonstrable understanding of and passion for financial markets, macro-economics, and investment analysis required.
  • Perceptible expertise in analytical modeling, consistent with experience, within Microsoft Excel or more advanced software.
  • Effective user of MS Office products required, with the ability to quickly learn other industry-specific software.
  • Familiarity with the Bloomberg platform preferred.



At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are comfortable making decisions, taking risks, and being mistaken. 


We are only as good as those we are fortunate enough to work with, which means each individual must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps clients build great financial legacies, so that they too may pursue their dreams and influence the people and organizations they love.


In return, we expect a lot out of our employees – but not in the way you might assume. We expect you to use your unique voice, talents, and experiences to master your craft. We expect that you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.


Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.  

         Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen


Company info
5025 Arlington Centre Blvd.
Suite 300
United States

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