Director of Investments & Equity Management
Core
Lead investment strategy and manage a quantitative equity model with fundamental overlay for a $4 billion wealth management practice.
Role type
Senior Principal Director of Investments & Equity Management
Builds
Quantitative equity models and client portfolios
Domain
Wealth Management / Equity Investing
Deliverable
production ML models
Required skills
Quantitative equity modeling, Fundamental analysis, Tax-sensitive portfolio management, Team leadership, Investment committee coordination, Client communication, Excel, PowerPoint
Preferred skills
Advanced degree, CFA designation
Technologies
Excel, PowerPoint
Responsibilities
Oversee investment management processes for $4B AUM, Manage and mentor the investment team, Maintain and refine quantitative equity model, Implement model across client accounts with custom adjustments, Apply tax-sensitive judgment to portfolio management, Communicate strategy to firm, advisors, and clients, Monitor market performance and portfolio risk
Seniority
Senior Principal, hands-on leadership