Director, Public Equities

2 months ago


Kansas City, United States CFA Institute Full time

This position will lead our public equity analysis and portfolio management segment. This position will work closely with the company’s ownership and the Chief Investment Officer to build and manage the company’s allocation to public equities.

Key Responsibilities:

Take a lead role in analyzing investment opportunities in the public equity market. Working together with the Investment Committee and the CIO, develop a strategy to invest the company’s equity allocation in a tax efficient manner in order to increase future value to the organization and outperform market indexes.

As a participant in the Company’s Investment Committee, be prepared to present and lead a discussion around market performance, market drivers and dynamics, forecasted returns, investing opportunities and portfolio structure.

Direct the company’s fundamental research process and mentor analysts. The overall investment department consists of various analysts that are committed to both equity and fixed income analysis. Working together with the team, develop coverage plans, prosecute ideas, develop monitoring processes, and write reports for CIO and ownership.

Manage the company’s existing brokerage relationships.

Oversee the company’s quantitative equities team in executing existing strategies and developing new strategies

Interface with internal employees to assist in reporting, tax, and regulatory requirements of the public equities’ portfolio.

Knowledge, Skills, and Abilities:

10-20 years' experience in equity research or investment management with a preference for candidates with prior generalist equity analyst roles, portfolio management roles focus on long term tax efficient returns, and experience with either insurance company asset management or family office asset management.

Success in managing or serving in a senior research position within a fundamentally driven absolute return public equity portfolio.

Self-starter with the ability to execute with minimal supervision

High degree of intellectual aptitude and curiosity coupled with the ability to quickly dissect complex situations and make sound decisions based on available information.

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