Immediately hiring for a Director of Investment Research
Position type: Full-time/Direct Hire
Location: Philadelphia, PA - 100% ONSITE
We are currently looking for qualified candidates for a Director of Investment Research with a Chartered Financial Analyst® (CFA) designation that meets the criteria below. This individual will work directly with high-net-worth clients and their outside advisors to help achieve their financial goals.
Working as part of a multi-family office team, you must possess superior communication skills and attention to detail, as well as a relentless intellectual curiosity and drive to excel at the highest level in delivering the best service to our clients. The position is located in the firm's Philadelphia office.
Requirements:
Bachelor's degree
CFA® designation
7+ years' experience conducting investment manager due diligence
7+ years' experience as a client-facing research analyst
Proficiency in Excel; prior use of research, trading, rebalancing, performance reporting software
Must be comfortable communicating with clients and have strong interpersonal skills
Must be organized with strong attention for detail
Ability to work independently, yet possess flexibility to work well within a team
Work out of the firm's Philadelphia office
Responsibilities include, but not limited to, the following:
Comprehensive Investment Manager due diligence
Client portfolio construction and creating client portfolio recommendations
Monitoring industry publications for pertinent information
Developing manager and strategy-specific expertise and providing clients and research team with timely and insightful data points
Maintaining information systems with heavy emphasis on maintaining a proprietary database, in order to capture the universe of available investment opportunities
Maintaining a variety of portfolio analytic reports on investment managers and client portfolios
Managing prime brokerage/capital introduction relationships
Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.
Thank you! Julie Ganucheau Sr Recruiter
PAY RANGE AND BENEFITS:
Pay Range*: $140k to $200k per year *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: As this is a Direct Hire role, benefits eligibility and participation will be determined by the client and the client's benefit plans.
ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. Website: https://www.innovasolutions.com/
Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at hr@innovasolutions.com or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
