Associate Director leading global Talent Acquisition strategy at Gartner. Building relationships and delivering on hiring objectives with strategic initiatives and data - driven decision - making.
About the role
- Director of Portfolio Construction & Research leading investment research for UC Wealth. Supervising analysts, communicating insights, and handling manager searches in portfolio management.
Responsibilities
- Lead UC Wealth’s investment research function.
- Supervise investment research analysts, guide research, and communicate results.
- Participate in meetings of Asset Management Council and report results of investment research activities.
- Communicate results of investment research to Portfolio Managers and Wealth Management team.
- Initiate manager searches, as needed.
- Lead ongoing due diligence on managers, communicate results to Asset Management Council.
- Lead research and testing on model portfolios and target asset allocations.
- Communicate developments in markets and the economy both internally to UC Wealth, and externally to clients.
Requirements
- Bachelor's degree in Finance or a related field, graduate degree preferred.
- 5 or more years’ experience in investment management.
- Investment management, Portfolio Analysis
- Communication of recommended portfolios and managers to field
- Communication of market and economic conditions
- CFA holder or CFA candidate
Benefits
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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