Senior Director of Investments

Primary Responsibilities

• Lead the sourcing, evaluation, and due diligence of external investment managers across public and private asset classes including equities, fixed income, private credit, real assets, and alternatives
• Develop and maintain a proprietary manager research framework with consistent evaluation criteria, scoring methodology, and documentation standards
• Conduct thorough bottom-up due diligence — reviewing investment philosophy, process, team, track record, risk management, operational infrastructure, and terms
• Support portfolio construction and asset allocation decisions in partnership with the CIO, including manager sizing, diversification, and rebalancing
• Monitor existing manager relationships — tracking performance, attribution, personnel changes, and strategy drift against mandate
• Manage the ongoing external investment advisory relationships
• Prepare investment committee materials, manager reviews, and performance reports for senior management and family principal
• Stay current on market developments, emerging managers, and investment opportunities relevant to the portfolio

Requirements

• 10 or more years of direct, hands-on investment experience — family office, endowment, foundation, OCIO, or institutional investment management background strongly preferred
• Deep expertise in manager research and due diligence across multiple asset classes — demonstrated track record of manager selection and ongoing oversight
• Strong analytical and quantitative skills — ability to evaluate investment strategies, performance attribution, risk metrics, and portfolio construction independently
• Familiarity with both liquid and illiquid asset classes including private equity, private credit, hedge funds, real assets, and alternatives
• Experience managing external manager relationships and investment advisory firm oversight
• CFA designation or equivalent preferred
• Undergraduate degree required — advanced degree in finance, economics, or related field preferred
• Exceptional written and verbal communication skills — ability to present complex investment concepts clearly to senior stakeholders and family principals
• High integrity, discretion, and professionalism — experience operating in a family office or high-trust principal environment strongly valued

Benefits

• Industry‑leading medical, dental, and vision coverage with a generous employer premium contribution and Day 1 eligibility!
• FLEX Program – Hybrid work opportunities available for eligible roles, where business needs and role requirements allow
• 401(k) retirement plan with up to a 5% company match and immediate vesting to support long‑term financial security
• Paid time off and 11 paid holidays to support rest, balance, and recharge
• Wellness program offering rewards for participation in company‑supported health initiatives
• Commuter benefits supporting mass transit and commuter parking options
• Company‑paid life and AD&D insurance for added peace of mind
• Education assistance to support continued education and professional growth
• Employee support and voluntary benefits, including an Employee Assistance Program and optional coverage such as disability, legal, identity theft, and insurance programs