Position Overview: We are seeking an experienced Senior Investment Professional to join our investment team, responsible for managing client portfolios, delivering compelling investment presentations, contributing strategic insights to our investment committee, and providing strategic firm leadership. This role requires a seasoned professional with deep market knowledge, strong analytical capabilities, and exceptional client communication skills.

REQUIRED QUALIFICATIONS:

• Bachelor’s degree in Finance, Economics, or related field; MBA or CFA designation strongly preferred
• Minimum 7-10 years of investment management experience with demonstrated portfolio management responsibilities
• Strong knowledge of equity and fixed income markets, alternative investments, and portfolio construction principles
• Proven track record of investment performance and client relationship management
• Advanced proficiency in portfolio management systems, financial modeling, and presentation software
• Excellent written and verbal communication skills with ability to explain complex concepts to diverse audiences

PREFERRED QUALIFICATIONS:

• CFA Charter or progress toward completion
• Experience with institutional clients or ultra-high-net-worth individuals
• Background in asset allocation and multi-asset portfolio management
• Familiarity with alternative investment strategies
• Previous investment committee or client-facing presentation experience