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Senior Vice President of Investment Management

2 months ago

Pierce, Idaho, United States The Ladders Full time

Senior Vice President & Chief Investment Officer - The Ladders

Key Responsibilities:

  • Oversee a diverse range of investment portfolios, engaging regularly with clients and potential investors
  • Evaluate and provide insights on equities, fixed income securities, and external asset managers
  • Deliver exceptional client service while expanding the client base
  • Conduct thorough risk evaluations and collaborate with clients to define their financial objectives
  • Engage in client discussions to assess portfolio performance and strategy
  • Remain informed about trends in investment management and financial markets
  • Ensure adherence to applicable laws, regulations, and internal governance standards

Essential Qualifications:

  • Bachelor's degree in a relevant field or equivalent professional experience
  • A minimum of ten years in investment or portfolio management
  • Advanced degree or professional certification is highly desirable
  • Demonstrated success in relationship management and business development
  • Strong interpersonal and client service abilities
  • High level of precision and attention to detail
  • Capability to analyze data, address challenges, and prioritize tasks effectively
  • Proficient in technology, particularly in investment and banking software

Compensation:

The Ladders is committed to fostering a diverse and inclusive workplace.