- Minimum of 10+ years of experience in a consultative investment role with demonstrated success in managing relationships with and delivering advice to ultra-affluent clients, business leaders and/or large institutional investors.
- Bachelor’s degree required; CFA designation and/or CAIA preferred.
- Investment advisory experience should include all aspects of the investment management process including objective setting, asset allocation and investment policy, strategy, implementation, and on-going monitoring and evaluation
- Possess a deep understanding of complex investment solutions including absolute return strategies, private capital funds, real estate and direct investments
- Experience in managing relationships with sophisticated and demanding individuals and/or fiduciaries with complex needs
- Demonstrated experience in contributing to business development
>>Managing Director of Investments
Location: Denver, CO
We have been retained by a client who is seeking a Managing
Director of Investments for their new regional office in Denver, CO. The firm was co-founded by two prominent
wealth management and investment principals who joined their private family
offices. This is an exceptional early-stage opportunity with an independent
privately-held firm whose executive leadership is among the most recognized in
the industry.
The Managing Director of investments (MDI) will
be an “outsourced” regional CIO for clients.
Candidates must have a successful and visible background in
consultative investment management; ad he or she must have the entrepreneurial
spirit to help build and lead the region.
It is also crucial that the MDI has a background as a consultative
investment advisor managing UHNW or institutional client relationships. The MDI will be part of a highly collaborative
and collegial multidisciplinary regional team that focuses on impeccable client
service delivery. Cultural fit is as
important as investment qualifications and the MDI must practice “confidence,
not arrogance”.
The investment focus of this group is delivering a
client-first, fully transparent and aligned investment model, including
providing alternative investments products and direct private investments for
their clients. The MDI will implement, monitor, and maintain investment
philosophy for an open-architecture environment. This will include the development of the
family investment policy, asset allocation, ongoing performance monitoring and
evaluation, and will have extensive face-to-face interactions with UHNW
clients. The MDI will need experience in
public markets, hedge funds, private capital and direct investments.
Experience and Requirements: