Full-Time Equities Director

Summary

The role involves analyzing and managing complex investment portfolios, primarily focused on equity securities and liquid alternative investments. The candidate must have expertise in risk models, quantitative strategies, and asset allocation across global markets. Responsibilities include leading equity portfolio management, setting policies, and developing investment strategies. Strong interpersonal skills are essential for presenting to boards, high net worth clients, and internal teams, while fostering business growth.

Responsibilities

• Applying quantitative methods to portfolio construction, risk models, and optimization.
• Managing asset allocation across diverse asset classes, including equities and alternatives.
• Communicating the purpose and benefits of investment decisions and asset allocation strategies.
• Participating in establishing and rebalancing global multi-asset models.
• Analyzing client portfolios and recommending suitable strategies to meet their goals.
• Contributing to market commentary, product reviews, and client communications.
• Collaborating with relationship managers and external professionals to address client needs.
• Conducting regulatory investment reviews and implementing decisions aligned with investment policies.
• Guiding portfolio management staff and engaging in client and internal presentations.
• Supporting fiduciary and asset management service awareness initiatives.

Supervisory Responsibilities

• Overseeing designated personnel, including hiring, training, performance evaluation, and addressing operational issues.

Qualifications

Requires a bachelor’s degree and 15-20 years of experience or an equivalent combination, with demonstrated expertise in investment analysis, asset allocation, and portfolio management.

Skills

• Proficiency in Microsoft Office Suite
• Strong quantitative skills related to risk management and portfolio optimization