Investment Director Job Description

Investment Director Job Description

154 votes for Investment Director
Investment director provides investment analysis at the portfolio level and attribution between asset allocation and manager selection.

Investment Director Duties & Responsibilities

To write an effective investment director job description, begin by listing detailed duties, responsibilities and expectations. We have included investment director job description templates that you can modify and use.

Sample responsibilities for this position include:

In collaboration with the leadership within Investment Services & Strategy, contribute to the development of Investment Strategy for the Institutional business segment by incorporating Institutional client characteristics, current market conditions, market trends, economic projections and expected returns, make recommendations for asset class allocations style and market capitalization weighting
Consistently deliver excellent service to the Institutional segment in order to assist in achieving financial, client acquisition and other business goals
Drives overall development, launch, and integration of new products and services through coordinating cross-functional teams and project management
Leads structuring of products or accounts, working closely with portfolio management, legal, accounting, and client servicing teams
Creates product plans that evaluate and refine assigned products, investment vehicles, and their distribution, based on financial, internal capabilities, market, and operational considerations
Serves as subject matter expert, providing guidance and detailed product information to marketing, sales, and clients for due diligence questions, client servicing, offering memoranda, and other purposes
Manages vendor support and procedures for assigned products
Ensures products are compliant with regulatory requirements
Researches and incorporates competitive environment, product flows, and client feedback into product strategies and capital raising tactics
Monitoring and assuring data integrity and performance return accuracy for our clients and partners

Investment Director Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Investment Director

List any licenses or certifications required by the position: CPA, MBA, CFA, ITIL, CIA, CFP, PMP, AWS, PMI, LPA

Education for Investment Director

Typically a job would require a certain level of education.

Employers hiring for the investment director job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, MBA, Business/Administration, Accounting, Business, Marketing, Economics, Advertising, Communications, Education

Skills for Investment Director

Desired skills for investment director include:

Portfolio construction and asset allocation
Risk attributes
Communicates analytical problems and solutions effectively
Core investment concepts
Quantitative models and resources
Each of the team’s investment strategies
Fixed Income markets and instruments
Positioning and performance attribution and analysis
Principles and asset classes

Desired experience for investment director includes:

Experience as a financial advisor in early career desirable
Series 7, Series 63 and 65 licenses
BA, specializing in finance, investments, law or engineering required
10+ years of direct experience in asset management, preferably working in investment related functions
Strong knowledge of non-traditional asset classes
Strong client presentation and analytical skills

Investment Director Examples


Investment Director Job Description

Job Description Example
Our company is looking to fill the role of investment director. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for investment director
  • Running attribution reports on the outliers to determine the cause of variances
  • Articulating the causes of the variance to management for the purpose of driving the company’s policies and procedures and remediation efforts
  • Create and maintain detailed analysis and reports to be distributed to senior management and committees
  • Evaluate, and when necessary, improve the reporting production processes on an on-going basis
  • Operate as the point person as it relates to all communications regarding performance which support sales, marketing, compliance and senior management
  • Working with users to define, build and support their needs for performance and analytical reporting
  • Complete rate of return and discrepancy analyses
  • Verify accuracy of portfolio and benchmark performance and the risk statistics which they generate
  • Gain a strong understanding of the performance system's complex architecture
  • Perform user acceptance and validation testing for application upgrades
Qualifications for investment director
  • Strong organizational and interpersonal skills written and verbal communication skills
  • Strong attention to detail and accuracy a must
  • Demonstrate intellectual curiosity, advanced analytic skills and creative problem-solving skills resulting in actionable recommendations
  • Ability to translate data to business contexts
  • Highly motivated with the ability to successfully manage multiple reporting requests in a deadline-driven environment
  • Ability to present information in a logical, fact based manner through both written and verbal mediums

Investment Director Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of investment director. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for investment director
  • Understanding media spending patterns, objectives and challenges of target clients
  • Attending shows, conferences, exhibitions and other external functions, as required
  • Taxable and Municipal Fixed Income trading, middle and back office daily processing and activities
  • Workflow analysis of the entire FI investment lifecycle and identification of continuous improvement initiatives
  • Project management of all FI continuous improvement initiatives, including FI vendor management
  • Monitor and remediate daily exceptions and ensure all service level agreements are met
  • Development and documentation of best practices across the PAM FI products and TGAM Investment Services
  • Development and implementation of guiding policy and procedures to support efficient scaling of the business
  • SME for PAM FI centrally managed accounts products responsible for vendor services and enhancements
  • Work with FI leadership and Portfolio Managers to streamline and influence the investment process using both available systems and advanced reporting
Qualifications for investment director
  • At least 10 years of investment experience in Timberland and Forestry, candidates with investment experience in North America market is an advantage
  • Strong knowledge of timberland investment analysis and valuation methodology
  • Excellent business acumen and industry networks in the timberland and forestry markets
  • Experience in dealing with local government and interest groups
  • Knowledgeable in Private Banking Products
  • At least possess a Bachelor Degree in Business/ Economics/ Finance, candidates with Master Degree would be an advantage

Investment Director Job Description

Job Description Example
Our growing company is hiring for an investment director. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment director
  • Responds promptly to requests by senior management and the Board for product management and product-related research and analysis based on changing market or corporate landscape
  • Ensure continual alignment of firm investment philosophy (downside protection and capital preservation) and portfolio results
  • Functions as internal consultant as needed, working with Asset Management, Individual, Institutional Financial Services divisions to assess various products meet with internal/external clients to review investment performance and strategies
  • Develops and maintains comprehensive database of key business performance data, repository of market research/data sources
  • Act as a credible ambassador representing Alpha Strategies portfolio managers
  • Establish objectives and constraints
  • Develop innovative, high quality diversified investment strategies that meet the client’s specific needs
  • Implement investment strategies through best in class manager ideas
  • Work on pioneering client projects which truly challenge your intellect, creativity and resourcefulness towards resolving complex issues
  • Acting as an effective investment representative of the hedge fund portfolio managers and portfolios with clients, prospects, and consultants
Qualifications for investment director
  • Minimum 8 years of experience in asset liability management & investment, including at least 4 years of practical investment experience and preferably with experience in tactical asset allocation & equity investment
  • Experienced in interacting with asset class managers, Business Group liability teams and other corporate functions
  • Exposure to international capital markets (esp
  • Treasury experience at Global Investment Bank based in Japan
  • To originate, execute and manage Japanese investments across sectors healthcare, consumer, TMT, Financial Services
  • Building and managing team members and ensuring quality and content of materials (financial models, valuation analysis, due diligence, investment memorandums )

Investment Director Job Description

Job Description Example
Our company is searching for experienced candidates for the position of investment director. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for investment director
  • Working directly with portfolio managers to support, enhance and articulate the investment process
  • Quantitative and qualitative evaluation of the investment strategy and portfolio performance both for competitive positioning and client consulting
  • Assuming responsibility for internal issues associated with the management of the WAI fund business (e.g., operational complexity, investment capacity, investment guidelines)
  • Assisting in the development of marketing strategy and business planning
  • Significant travel should be expected
  • Contribute to growth of the Fixed Income business broadly
  • Assess business opportunities
  • Create and implement marketing strategy, marketing materials, investment guidelines
  • Represent portfolio managers
  • Educate and consult with internal colleagues, clients and consultants on the markets, complex portfolios, and potential client solutions
Qualifications for investment director
  • Strong knowledge of Investment markets that ideally spans all asset classes, to an extent that will command the respect of our investment teams colleagues and the consultant community
  • IMC (or similar)is essential with a desire to progress towards the CFA qualification is desirable
  • Collaborative individual who acts in the best interest of the firm
  • Extensive experience and proven track record of success in ad sales
  • Deep understanding of the media landscape, including knowledge of print, digital and creative media
  • Strong contacts in the advertising and media industries

Investment Director Job Description

Job Description Example
Our company is looking to fill the role of investment director. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for investment director
  • Develop close working relationships with business developers and relationship managers
  • Build relationships with investors and other actors working on or considering climate mission investing
  • Work closely with mission investors (e.g., foundation investment teams, family offices, and specialized firms), foundation program staff (i.e., program officers), and ClimateWorks staff to proactively source investment opportunities that have the greatest potential impact on climate mitigation
  • Manage a research agenda (including the Director’s own research and the commissioning and management of third-party inputs) on policy, markets, trends, and financial structures relevant to clean energy and infrastructure investment
  • Collaborate with the ClimateWorks Sustainable Finance team on grant strategies that shift more investment into clean energy and clean infrastructure
  • Assist in the analysis of the climate benefits and financial viability of projects as they are considered for further development
  • Collaborate with development finance institutions, aid agencies, and relevant multilateral and other international organizations to identify where mission investments can play a key additive role in unlocking additional financing
  • Work with other project team members to conduct analyses (e.g., financial due diligence, climate impact assessment, screening for harmonization with specific policies, technical assistance programs, grant-based advocacy strategies, ) for other projects on an as needed basis
  • Convene colleagues and leaders on a regular basis
  • Engage in the CVC projects in North America include but not limit to DD, negotiation
Qualifications for investment director
  • Result driven, transparent among team members and pleasant to work with
  • Masters’ Degree with focus on Quantitative Discipline
  • 5-10 years of Fixed Income and Equity Managed Accounts Experience, specifically experience troubleshooting and managing complex Fixed Income projects to completion with multiple dependencies
  • 3 to 5 years of direct Managed Accounts (FI and Equity) experience
  • Competency with various Fixed Income and Equity trading custodial systems
  • Taxable and Municipal portfolio construction, listed and over the counter (OTC) trading experience on multiple trading platforms

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