Our client is looking for a strong senior investment professional that is experienced with managing and building out several investment platforms that would include SMAs, UMAs, and other investment vehicles that provide a full array of options for HNW individuals and families as well as family office clients.
They are looking to grow and expand their offerings to clients that need it. They need someone to build out this new platform, designed to support HNW clients and family office clients. You will need to develop and execute the investment strategies, lead the implementation by providing guidance and direction across all investment teams that are servicing clients. You will collaborate with each team to ensure this implementation goes smoothly that will benefit the clients. They need someone who will conduct thorough due diligence on all potential opportunities before proposal, monitor investment performance, make recommendations, and remain compliant. You will serve as a back up to the CIO as needed.
This is a salaried position plus bonus along with other unique benefits. They do require a minimum of a Bachelor's Degree along with an industry related certification such as the CFA, CAIA, CIMA, CFP, or JD level of education. No FINRA licensing needed.
Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at www.westportone.com
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Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/COCIOFL in the subject line.