11 часов назад
Director of Investment Advisory (Investment Advisory)
200 000 - 250 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director of Investment Advisory (Family Office Investments): Providing investment advisory services and portfolio strategy for single- and multi-family office clients, with an accent on asset allocation, manager selection, portfolio construction, and risk management. Focus on conducting external manager reviews, analyzing market and macroeconomic developments, building trusted family office relationships, and developing investment content.
Location: New York, United States
Salary: $200,000–$250,000 base salary plus annual incentive
Company
is a global financial services firm providing specialist expertise, technology solutions, investor services, and capital partnership services.
What you will do
- Provide investment advisory services to single-family office prospects and clients, including asset allocation, portfolio construction, manager diligence, and risk management guidance.
- Participate in client and prospect meetings, identify investment objectives, provide investment insights, and strengthen client engagement.
- Review external investment managers and collaborate with internal investment management teams to position appropriate portfolio solutions.
- Monitor trends across alternative investments, public equity, fixed income, and investment manager developments.
- Support complex hybrid and partially discretionary mandates with relationship management teams.
- Generate investment content, analyze market and macroeconomic developments, and help establish BBH as a thought leader in the family office space.
Requirements
- 15+ years of relevant investment experience.
- Bachelor’s degree or equivalent; graduate degree and/or CFA is advantageous.
- Experience engaging with ultra-high-net-worth individuals and family offices, raising capital, and distributing investment products.
- Extensive network within the family office and wealth management ecosystem.
- Exceptional data analysis, quantitative and qualitative analysis, written and verbal communication, and critical thinking skills.
- Strong interpersonal skills, attention to detail, integrity, professional standards, and the ability to work collaboratively.
Nice to have
- Graduate school degree and/or CFA.
- Experience recruiting, coaching, and training junior investment professionals.
Culture & Benefits
- Collaborative, high-performing environment that values intellectual curiosity and independent thought.
- Inclusive culture that values diverse experiences and perspectives.
- Professional development opportunities and opportunities to expand expertise.
- Benefits supporting health, financial security, income protection, long-term savings, and time off.
- Volunteer opportunities and flexibility to support personal and family experiences.
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