Investment Director Job Description
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:
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:
Desired experience for investment director includes:
Investment Director Examples
Investment Director Job Description
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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