Vice President/Director

Job Title: Vice President/Director, Fund Specialist

The Vice President/Director, Fund Specialist plays a critical role in identifying, evaluating, and recommending external investment funds for inclusion in the firm's portfolio offerings. This position requires a deep understanding of various asset classes, investment strategies, and fund performance metrics.

Salary:

$120,000 - $180,000 per year

Job Description:

Key Responsibilities:

• Select and evaluate a wide range of external investment funds (mutual funds, hedge funds, private equity, venture capital, etc.)
• Conduct thorough quantitative and qualitative analysis of fund managers and strategies, assessing historical performance, risk management, portfolio construction, fees, and alignment with firm's objectives
• Perform ongoing monitoring and due diligence on existing funds in the portfolio, ensuring consistent performance and adherence to stated strategies

Research & Analysis:

• Conduct comprehensive market research to identify emerging fund managers, trends, and innovative strategies across multiple asset classes
• Analyse fund performance in the context of broader market conditions, including macroeconomic trends, interest rate movements, and regulatory changes

Portfolio Construction & Optimization:

• Collaborate with portfolio managers to build and maintain diversified fund portfolios that align with client risk profiles, return objectives, and time horizons
• Recommend adjustments to fund allocations in response to performance reviews, market conditions, and client needs

Prior Work Experience:

• Minimum 7-10 years of experience in asset management or private banking
• Proven track record in evaluating and recommending funds across multiple asset classes (equity, fixed income, alternatives)
• Experience in institutional or high-net-worth client environments is preferred

Qualifications:

• At least a Bachelor's Degree in Finance, Economics, or related field
• Professional certifications such as CFA, CAIA, or equivalent are strongly preferred

Domain Skills:

• Investment expertise – an excellent grasp of the differences between investment-related-products and how they can support client goals
• Client service – ability to understand a client's goals and make financial decisions that support both long- and short-term investment objectives
• Familiarity with financial regulations – a high level of knowledge regarding financial laws and procedures to protect client investments and ensure that they are making proper decisions

Soft Skills:

• A deep understanding of investment products, portfolio theory, and asset management
• Strong analytical and quantitative skills, with proficiency in financial modeling, risk analysis, and performance attribution
• Excellent communication and presentation skills, with the ability to articulate complex investment concepts to both technical and non-technical audiences
• Strong relationship management skills and a network of contacts within the asset management industry
• A high level of integrity, accountability, and attention to detail
• A high standard of work, accurate record keeping and attention to detail, able to organize and prioritize your own workload
• Good analytical and problem-solving skills able to drive forward positive solutions
• A team player and able to work independently using initiative