Director, Family Office Investments

Job description

Description The Director, Family Office Investments is a senior leadership role responsible for setting the strategic direction for portfolio management, building and maintaining the investment framework, articulating the investment philosophy publicly, and serving as the thought leader for portfolio construction for the Family Office division. A key focus will be expanding private markets capabilities through deep industry knowledge and strategic relationships. This role combines strategic oversight, public representation, and technical expertise in private markets investing, ensuring our investment approach remains innovative, competitive, and aligned with client objectives. Requirements: Strategic Portfolio Framework: - Define and maintain the Division’s investment philosophy, investment strategy, and portfolio construction framework. - Develop asset allocation models and risk management guidelines for all client segments. - Oversee integration of public and private market strategies into client portfolios. - Ensure alignment of investment strategy with regulatory, fiduciary, and client objectives. - Continuously evaluate and enhance portfolio construction methodologies to refle...