Managing Director, Investments
confidentialEast Boston (MA)
Managing Director, Investments
Posted 3 days ago
confidentialEast Boston (MA)
SENIORITY
Manager
About the role
Managing Director, Investments
About the Company:
Leading global investment advisory and portfolio management firm serving ultra-high-net-worth families Industry
Financial Services Type
Privately HeldAbout the RoleThe Company is seeking a Managing Director to lead investment management for private clients, including ultra-high-net-worth families and family offices. The role involves overseeing customized multi-asset portfolios and developing investment strategies, asset allocation recommendations, and portfolio construction decisions across public and private markets. The Managing Director will advise clients, boards, and investment committees; conduct investment manager due diligence and monitoring; and support client acquisition and relationship growth. The position also includes mentoring junior investment professionals and fostering a high-performance team culture. Candidates must hold a bachelor’s degree; an MBA and/or CFA is preferred. Applicants should have 12–15 or more years of investment management experience in an investment firm, institutional investor, outsourced investment office, or family office. Deep expertise in asset allocation, portfolio construction, manager research, and capital markets is required, along with experience advising sophisticated private or institutional clients. Strong relationship management, communication, and presentation skills are essential; an established network in the family office and investment community is preferred. Functions Finance
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