Investment Due Diligence Manager

Overview

• Conduct qualitative and quantitative investment due diligence for high-net-worth client portfolios.
• Collaborate within the Investment Research team to source and implement investment strategies.
• Act as the primary contact for specific investment strategies, ensuring efficient communication.
• Participate in internal and external discussions about investment approaches and strategies.
• Provide comprehensive analysis and market insights to clients and prospective clients.
• Engage in business development activities, representing the client professionally.
• Collaborate with advisory teams to tailor investment recommendations to client circumstances.
• Contribute to a dynamic and entrepreneurial work environment with growth opportunities.

Key Responsibilities & Duties

• Source, evaluate, and implement diverse investment strategies for client portfolios.
• Perform initial and ongoing due diligence on investment managers and their operations.
• Collaborate with advisory teams to align investment strategies with client needs.
• Participate in client and prospect meetings, explaining investment approaches effectively.
• Conduct ad-hoc research projects to address specific investment queries.
• Assist in business development by attending networking events and client meetings.
• Educate clients on complex investment strategies and market environments.
• Support team members in positioning investment philosophies innovatively.

Job Requirements

• Bachelor of Science (BS) degree, preferably in finance or related field.
• Minimum of 4 years of experience in investment or asset management.
• Strong analytical, quantitative, and critical reasoning skills.
• Proficiency in Excel, Bloomberg, and other investment-related tools.
• Knowledge of asset allocation, portfolio construction, and strategy selection.
• Ability to manage multiple tasks and meet deadlines effectively.
• Excellent written and verbal communication skills.
• High ethical and professional standards.