Director of Investment Services
1 day ago
Russell Investments is seeking a highly experienced investment strategist to join our Institutional team. As an Investment Strategist, you will play a critical role in developing strategic advice for institutional clients, including developing investment goals and objectives, determining asset allocation strategies, and implementing multi-asset investment programs. You will also be responsible for building and strengthening client relationships to retain and expand assets under management. The ideal candidate will have a deep understanding of U.S. institutional retirement and non-profit markets, as well as portfolio management and liability-driven investing. In addition, you will collaborate with other client-facing team members and serve as a backup to senior members of the Institutional team to create an exceptional client experience.
Responsibilities:
- Develop investment goals and objectives for institutional clients.
- Determine asset allocation strategies for institutional clients.
- Implement multi-asset investment programs targeting specific outcomes for institutional clients.
- Build and strengthen client relationships to retain and expand AUM.
Requirements:
- Bachelor's degree required; CFA strongly preferred.
- FINRA Series 7 and 63 (will consider ability to obtain in 90 days).
- 7 years of experience with a proven success record of dealing with institutional investors.
-
Strategic Investment Director
2 weeks ago
New York, New York, United States Safrik Trading & Investment Full timeJob OverviewSafrik Trading & Investment (STI) is seeking an experienced Portfolio Manager to oversee and optimize a diverse portfolio of private equity investments.
-
Investment Banking Director
1 day ago
New York, New York, United States PJT Partners, Inc. Full timePJT Partners, Inc. is a leading investment bank that provides strategic advisory services to corporations and financial sponsors around the world. We are seeking a highly motivated Investment Banking Director to join our advisory team in $250,000 - $350,000 per year.About the RoleThe successful candidate will be responsible for leading client engagements,...
-
Investment Strategist Director
3 weeks ago
New York, New York, United States Citigroup Inc Full timeCitigroup Inc is seeking an experienced Investment Strategist Director to join its team in New York. The successful candidate will have a strong background in financial services and a proven track record of developing and implementing investment strategies.Key Responsibilities:* Develop and maintain relationships with key stakeholders, including investors,...
-
Director of Investment Risk
1 day ago
New York, New York, United States ORIX USA Full timeJob DescriptionWe are seeking an experienced Director of Investment Risk to join our Portfolio Management team in New York. As a key member of the team, you will be responsible for managing ORIX's investments across Private Credit, Private Equity, and Real Estate businesses.Develop and implement risk management strategies to mitigate potential losses and...
-
Investment Banking Director
1 day ago
New York, New York, United States Advisor Group Full timeKey Responsibilities:As a highly experienced Managing Director of Investment Banking, you will lead our Special Purpose Acquisition Company (SPAC) practice at Ladenburg Thalmann & Co. Inc., an Investment Banking firm founded in 1876. Your role requires strategic vision, exceptional leadership skills, and expertise to drive significant business growth. You...
-
Global Investment Director
1 day ago
New York, New York, United States Keller Executive Search Full timeAbout the Job:This role is responsible for leading the development and implementation of global portfolio strategies, collaborating with investment teams to refine investment theses, and providing strategic recommendations to senior management on portfolio allocation and risk management.Estimated Salary:$305k per yearJob Description:The Senior Director of...
-
Executive Director of Climate Investing
3 weeks ago
New York, New York, United States ENERGY IMPACT PARTNERS Full timeClimate Investing Opportunity at Energy Impact PartnersEnergy Impact Partners (EIP) is a leading global investment platform driving the transition to a sustainable energy future. With over $4.2 billion in assets under management, EIP invests globally across venture, growth, credit, and infrastructure.We are seeking an Executive Director of Climate Investing...
-
Strategic Investments Director
1 day ago
New York, New York, United States College Board Full timeAbout Our OpportunityCollege Board is seeking a highly skilled Strategic Investments Director to join our Finance Division. This role offers the opportunity to play a critical part in the strategic management of our resources, protecting our financial health and enabling us to deliver our mission.Key Responsibilities:Optimize cash flow and ensure liquidity...
-
Investment Banking Associate Director
1 day ago
New York, New York, United States Capstone Full timeCapstone is hiring an Investment Banking Associate Director to join our team in New York City. As a senior sales professional, you will be responsible for driving business growth, developing strategic partnerships, and providing exceptional service to our clients.You will leverage your expertise in capital markets, investment banking, and financial analysis...
-
Strategic Portfolio Director
1 week ago
New York, New York, United States Safrik Trading & Investment Full timeAbout the RoleAs a key member of Safrik Trading & Investment's (STI) leadership team, we are seeking an experienced Strategic Portfolio Director to oversee the management and optimization of our Private Equity portfolio.
-
Director of Investment Research
1 week ago
New York, New York, United States Selby Jennings Full timeDirector of Investment Research - CLO SpecialistA leading financial institution is seeking a Director of Investment Research to specialize in CLOs. This role involves conducting in-depth research to generate investment ideas and monitor portfolio loans.Key Responsibilities:Develop and maintain a deep understanding of the CLO market and industry...
-
Strategic Field Finance Director
2 weeks ago
New York, New York, United States Northwestern Mutual Investment Services, LLC Full timeNorthwestern Mutual Investment Services, LLC: A Leader in Innovative Financial SolutionsAbout Us:We are Northwestern Mutual Investment Services, LLC, a dynamic and forward-thinking organization dedicated to delivering exceptional financial solutions to our clients. As a leading investment services company, we prioritize building long-term relationships with...
-
Healthcare Investment Banking Director Position
3 weeks ago
New York, New York, United States Selby Jennings Full timeAbout Selby JenningsSelby Jennings is a leading global financial services recruitment agency specializing in the placement of professionals within investment banking, asset management, and other related industries.We are currently seeking an experienced Healthcare Investment Banking Director to join our team. This role is based in [Location] and offers a...
-
Investment Director, Climate and Energy
1 day ago
New York, New York, United States Energy Impact Partners Full timeJob Description:As an Investment Director at Energy Impact Partners, you will play a key role in sourcing and evaluating potential investments, performing due diligence, and closing transactions.You will have the opportunity to lead transaction due diligence, working closely with senior team members to conduct in-depth financial modeling, interface with...
-
Executive Director Investment Banking
1 day ago
New York, New York, United States Scotiabank Full timeJob Summary:We are seeking an experienced Executive Director Investment Banking to join our team in New York, NY. As a key member of our Global Banking and Markets business, you will be responsible for leading client discussions, initiating and maintaining client relationships, and executing complex transactions with limited senior management oversight.About...
-
Climate Investing Director
3 hours ago
New York, New York, United States Wellington Management Company, LLP Full timeAbout the RoleWellington Management Company, LLP is seeking an Investment Director to join its private investment capabilities team. As a key member of the investor relations and capital formation team, you will play a crucial role in expanding the firm's presence in private markets with a focus on Climate.The successful candidate will work closely with the...
-
Healthcare Investment Banking Director
3 weeks ago
New York, New York, United States Selby Jennings Full timeDirector of Healthcare Investment BankingWe are seeking a seasoned Director to lead our dynamic team in New York City.As a Director, you will drive the execution of complex equity capital market transactions and manage client relationships across the healthcare sector.Key Responsibilities:Lead equity capital market transactions, including IPOs, follow-ons,...
-
Consumer Investment Banking Director
1 day ago
New York, New York, United States Wedbush Securities Full timeWe are seeking a seasoned Consumer Investment Banking Director to join our team at Wedbush Securities. This individual will be responsible for driving transaction origination and managing deal pipelines. The ideal candidate will have a proven track record of revenue generation and exceptional interpersonal communication skills.Key ResponsibilitiesInitiate...
-
New York, New York, United States Macquarie Global Services Full timeCompany OverviewMacquarie Global Services provides a full range of investment banking and principal investment solutions to clients globally. Our team has executed over 190 transactions with a combined value exceeding $50 billion across various products.Salary and BenefitsThe estimated salary for this position is between $110,000 and $140,000 per year,...
-
Strategic Relationship Director
3 weeks ago
New York, New York, United States Citigroup Full timeJob SummaryThe Strategic Relationship Director - Banking and Investments is a critical role within Citigroup, responsible for building and maintaining strong relationships with clients to drive business growth.About the RoleThis position requires a deep understanding of banking and investment products and processes, as well as exceptional credit skills to...