Investment Manager- $75BN firm recruitment
This firm has grown by an average of $18BN for the past 3 years and they have $75BN in AUM. The Investment Manager will manage a variety of functions, including, but not limited to:
• manager research and sub-advisors selection/termination
• coordinating preparation of materials for review by the Funds’ Board of Trustees and quarterly Investment Committee meetings
• overseeing asset allocation and rebalancing of the Fund of Funds
• Managing a team of 4 analysts for day-to-day responsibilities.
• 75% of the role is manager research and due diligence and 25% is asset allocation.
They offer a boutique style atmosphere with unlimited growth potential.
Minimum Qualifications:
• 5+ years of experience within Investment Research at a Registered Investment Advisor. Must have 3 years of Management experience with at least a 3 person team or more.
• Solid understanding of investment theory and economics, equity, fixed income and alternative investments, performance and risk measurement, attribution analysis, various models used for capital market assumptions and asset allocation.
• Degree in Finance, Economics, or similar from an accredited university. Either MBA, CFA, CAIA, CIPM or CIMA required.
• Advanced knowledge of Windows, Excel, FactSet, Morningstar and Manager Research Databases.
To succeed in this role you must have:
• Strong analytical, logical, and problem-solving abilities.
• Must be able to work independently, and have experience managing people, a variety of projects and meeting project deadlines.
• Must be able to prioritize and complete several scheduled and ad hoc assignments within tight timeframes.
• Experience developing capital markets assumptions and asset allocations is a plus.
They also offer very competitive compensation packages
For immediate consideration email erin.cook@roberthalffsg.com