Full-Time - Equity Director

About the role

The role involves analyzing and managing complex investment portfolios, primarily focusing on equity securities and liquid alternative investments. The candidate will apply expertise in risk models, quantitative strategies, and asset allocation across global capital markets, lead equity portfolio management, set policies and strategies, and communicate investment rationale to high‑level clients and stakeholders.

Responsibilities

• Apply quantitative skills to portfolio construction, risk models, and optimization.
• Manage asset allocation across diverse asset classes, including equities and alternatives.
• Articulate investment decisions, asset allocation, and strategies clearly to clients and internal teams.
• Help establish criteria, weightings, and rebalancing for global multi‑asset models.
• Analyze client portfolios and recommend suitable strategies to meet their goals.
• Assist in market commentaries, product reviews, and communication with clients and professionals.
• Conduct regulatory investment reviews and implement decisions aligned with policies.
• Guide portfolio management staff and coordinate with other bank officers and service providers.
• Participate in presentations to promote fiduciary and asset management services.
• Perform other duties as assigned.

Supervisory Responsibilities

• Direct, coordinate, and evaluate designated personnel and units in accordance with organizational policies and laws.
• Handle hiring, training, performance appraisal, and disciplinary actions for staff.

Qualifications

A bachelor’s degree (or equivalent combination) and 15–20 years of relevant experience are required. Candidates must possess strong knowledge of investment analysis, asset allocation, risk management, and quantitative strategies.

Skills

• Quantitative analysis and modeling.
• Risk modeling and portfolio optimization.
• Asset allocation across global capital markets.
• Proficiency with Microsoft Office.
• Excellent presentation and communication skills.