Jobs · Finance · North Carolina

Full-Time Equity Director

Tharp Consulting · Arden, NC · 2 days ago
FinanceFull-time
Summary The role involves analyzing and managing complex investment portfolios, primarily focusing on equity securities and liquid alternative investments. The candidate should have expertise in risk models, quantitative strategies, and asset allocation across global markets. Responsibilities include leading equity portfolio management, setting policies and strategies, and effectively communicating investment decisions to clients and stakeholders. The position requires strong quantitative skills, interpersonal abilities, and experience in presenting to diverse audiences such as boards and high net worth families. Key duties include portfolio construction, asset allocation, market analysis, and collaborating with relationship managers and external professionals. The candidate must also conduct regulatory reviews, implement investment decisions aligned with policies, and support the growth of the business through presentations and client engagement. Supervisory duties involve directing and evaluating team members, with responsibilities for hiring, training, performance appraisal, and resolving personnel issues. Qualifications include a bachelor’s degree, 15-20 years of experience or equivalent, and proficiency in Microsoft Office. Strong analytical, communication, and leadership skills are essential for success in this role.

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