Associate Director of Investments

Job Summary

Supporting and driving portfolio management activities, the full-time Associate Director of Investments will function as an Assistant Portfolio Manager for Americas Delegated Investment Services accounts, collaborating with internal teams to enhance client experiences and manage multi-asset portfolios, with remote work permitted from any US location.

Key responsibilities

• Manage portfolio management and client service activities for delegated investment accounts
• Provide analysis and decision support for global investment strategies and asset allocations
• Collaborate with cross-functional teams to enhance the investment process and contribute to sales efforts

Required qualifications

• Bachelor's degree in Finance, Economics, or a related field
• Four years of experience as a Portfolio Analyst, Portfolio Manager, or in a related role
• Experience with multi-asset portfolio construction and management for institutional investors
• Progress towards completion of the Chartered Financial Analyst (CFA) program or equivalent
• Prior experience developing and presenting investment proposals to Investment Committees