Full-Time Equity Director

Summary The role requires expertise in managing complex investment portfolios, primarily focusing on equity securities and liquid alternative investments. The candidate should be knowledgeable in risk models, quantitative strategies, and asset allocation across global markets. Responsibilities include leading equity portfolio management, developing policies and strategies, analyzing client portfolios, and recommending suitable asset allocations to meet investment goals. The position involves communicating investment insights, participating in market analysis, and collaborating with relationship managers and external professionals. Additionally, the role includes conducting regulatory reviews, implementing investment decisions aligned with policies, and engaging in presentations to promote fiduciary and asset management services. Essential Duties And Responsibilities Quantitative orientation to portfolio construction, risk models, and optimizationAsset allocation across diverse assets including equities and alternativesArticulating investment purposes and benefitsEstablishing criteria, weightings, and rebalancing global multi-asset modelsAnalyzing client portfolios and recommending strategiesPreparing market commentary and product reviewsCommunicating with stakeholders to develop client solutionsConducting regulatory investment reviewsImplementing investment decisions per policiesGuiding equity portfolio management staffCollaborating with bank officers and relationship managersEngaging in presentations to promote servicesPerforming other assigned duties Supervisory Responsibilities Directing, coordinating, and evaluating personnel in accordance with policies and lawsResponsibilities include hiring, training, performance appraisal, salary recommendations, discipline, and resolving issues Qualifications Bachelor’s degree and 15-20 years of experience or equivalentProficiency in risk modeling, asset allocation, and portfolio managementStrong interpersonal and presentation skills for engaging with high-net-worth clients and stakeholdersAbility to perform all essential duties satisfactorily Computer And Office Skills Proficiency in Microsoft Office suite