2 дня назад
Senior Director, Investments
150 000 - 175 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Director, Investments (Alternative Investments): Leading public and private investment due diligence, portfolio construction, and investment guidance for a digital family office with an accent on alternatives, asset allocation, and advisor enablement. Focus on evaluating managers and investment structures, building scalable allocation and liquidity frameworks, and translating investment intelligence into internal tools and complex client conversations.
Location: Remote
Compensation: $150K–$175K per year, plus equity and bonus
Company
is a high-growth digital family office combining personalized financial advisory with a proprietary technology platform, serving entrepreneurs, professionals, and retirees.
What you will do
- Own research, due diligence, and monitoring across private credit, private equity, venture capital, real estate, infrastructure, hedge funds, and other diversifiers.
- Chair the Alternative Investment Subcommittee, managing agendas, recommendations, diligence, and follow-through.
- Manage investment manager relationships and assess source of return, portfolio role, structure, liquidity, fees, and client value.
- Build frameworks for allocation sizing, liquidity, diversification, and pacing alongside traditional investments.
- Contribute to ETF-based model portfolios and asset allocation decisions through the Public Markets Subcommittee.
- Partner with advisors, Engineering, Product, Compliance, Legal, Operations, and Trading to deliver investment guidance and implement portfolio strategies.
Requirements
- 7+ years of relevant investment experience in an RIA, multi-family office, OCIO, consulting, allocator, or asset management environment.
- Direct experience with alternatives due diligence and strong knowledge of public markets, ETFs, and asset allocation.
- Experience presenting to an Investment Committee and advising clients or wealth advisors.
- Strong quantitative and qualitative analysis, communication, and relationship-management skills.
- Ability to build processes in ambiguous environments and collaborate across functional lines.
- Bachelor’s degree required; CFA or CAIA preferred or in progress.
Nice to have
- Experience with Koyfin, Morningstar, YCharts, Orion Risk Intelligence, or similar tools.
- Familiarity with AI-enabled investment tools; development skills are not required.
Culture & Benefits
- Remote full-time role with direct partnership with the CIO and influence over alternative and public-market strategy.
- Opportunity to help build an investment platform focused on understandable sources of return, clear portfolio roles, and client trust.
- Equity and bonus offered in addition to base compensation.
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