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Director of Investments

1 month ago

Beverly Hills, United States Boulevard Family Wealth Full time

About Us: Boulevard Family Wealth is a prestigious multi-family office RIA based in Beverly Hills, California. We provide comprehensive wealth management services to ultra-high-net-worth (UHNW) families, focusing on tailored investment strategies and multi-generational financial planning.

Job Description: We are seeking a seasoned and highly skilled Director of Investments to join our team. This pivotal role involves working closely with our OCIO vendor to align our clients' investment strategies with their goals. The successful candidate will be responsible for directly monitoring and managing large collateral pools for wealthy clients, developing derivative strategies, and reviewing a wide range of direct investment opportunities in real estate and private credit.

Key Responsibilities:

  • Collaborate with the OCIO vendor to communicate and implement client investment strategies.
  • Monitor and manage large collateral pools for UHNW clients.
  • Develop and review derivative strategies, including notes and pre-paid forwards.
  • Evaluate direct investment opportunities in real estate and private credit.
  • Provide comprehensive performance reports and financial analysis.
  • Liaise with money managers and evaluate new investment opportunities.
  • Report directly to the founder and maintain strong client relationships.

Desired Qualifications:

  • Bachelor's degree in finance, economics, or related field; advanced degree or professional designation (CFA, CAIA, CFP) preferred.
  • Minimum 10 years of experience in wealth management, asset management, or portfolio management.
  • Proven experience with UHNW clients and complex investment strategies.
  • Strong analytical, communication, and interpersonal skills.
  • Proficiency with financial software such as eMoney, Black Diamond, Salesforce, and Morningstar Direct.
  • Series 65 or 66 licensed.

Why Join Us:

  • Be part of a prestigious and dynamic firm with a strong reputation.
  • Work with a collaborative and professional team.
  • Competitive compensation and benefits package.

Application Process: If you meet the qualifications and are excited about this opportunity, please submit your resume and cover letter.