Senior Director of Investments, CFA Multi-Family Office Overview Fast growing and dynamic Multi ... Oversee the operations of the Investment Team including setting goals, monitoring performance and ...
Senior Director of Investments, CFA Multi-Family Office Overview Fast growing and dynamic Multi ... Oversee the operations of the Investment Team including setting goals, monitoring performance and ...
Partner with the Managing Director of Investment Operations and the Manager of Investment Reporting to implement and maintain seamless data integration with custodians, Client Relationship Management ...
Quick apply
Partner with the Managing Director of Investment Operations and the Manager of Investment Reporting to implement and maintain seamless data integration with custodians, Client Relationship Management ...
This position will be part of the Data Operations team in Investment Operations and will act as a subject matter expert and primary executor across data operations workflows, platform implementation ...
This position will be part of the Data Operations team in Investment Operations and will act as a subject matter expert and primary executor across data operations workflows, platform implementation ...
... Investment Operations. The team is responsible for ensuring adherence with a diverse set of ... Direct, mentor, and develop a team of associates focused on supporting the North America region ...
... Investment Operations. The team is responsible for ensuring adherence with a diverse set of ... Direct, mentor, and develop a team of associates focused on supporting the North America region ...
The Investment Platform Analystis responsible foroverseeing the operational implementation of investment strategies for newlyacquiredwealth management firms. This role serves as the bridge between ...
The Investment Platform Analystis responsible foroverseeing the operational implementation of investment strategies for newlyacquiredwealth management firms. This role serves as the bridge between ...
AI Solutions Director - Investment Operations
Manhattan, NY · On-site
$225 - $265/hr
For more than three decades, our investing expertise across our fully integrated platform has ... As of March 31, 2026, Apollo had approximately $1.0 trillion of assets under management. The AI ...
AI Solutions Director - Investment Operations
Manhattan, NY · On-site
$225 - $265/hr
For more than three decades, our investing expertise across our fully integrated platform has ... As of March 31, 2026, Apollo had approximately $1.0 trillion of assets under management. The AI ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Coordinate operational aspects of the investment portfolio, including capital calls, distributions ... Direct experience with MSCI Total Plan (formerly Caissa) preferred, including use of the platform ...
Coordinate operational aspects of the investment portfolio, including capital calls, distributions ... Direct experience with MSCI Total Plan (formerly Caissa) preferred, including use of the platform ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
Identify and inform representatives of tax consequences, costs, and applicable breakpoint ... General account servicing as directed by representative. * Provide NMIS Operations backup support ...
Identify and inform representatives of tax consequences, costs, and applicable breakpoint ... General account servicing as directed by representative. * Provide NMIS Operations backup support ...
Private Investment Specialist - Presidio
Houston, TX · On-site
$90 - $130/hr
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
New
Private Investment Specialist - Presidio
Houston, TX · On-site
$90 - $130/hr
Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments. What You'll Bring * Impeccable organizational and time management skills. * Strong ...
New
The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...
The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...
Process ownership of the execution, settlement, and tracking of all investment transactions at the funds and portfolio investment levels * Preparing investment allocations and funds flows
Process ownership of the execution, settlement, and tracking of all investment transactions at the funds and portfolio investment levels * Preparing investment allocations and funds flows
As our Director, Fund Accounting & Investment Operations , you will deliver senior technical ... You are someone with a strong grasp of fund accounting strategy and technical GAAP nuances, who is ...
Quick apply
As our Director, Fund Accounting & Investment Operations , you will deliver senior technical ... You are someone with a strong grasp of fund accounting strategy and technical GAAP nuances, who is ...
Associate, Trading Operations - Digital Assets
Chicago, IL · On-site
$60K - $115K/yr
Fidelity is not providing immigration sponsorship for this position The Role Reporting to the VP of Investment Operations, the Associate supports Fidelity Digital Asset Management (FDAM) by ...
Associate, Trading Operations - Digital Assets
Chicago, IL · On-site
$60K - $115K/yr
Fidelity is not providing immigration sponsorship for this position The Role Reporting to the VP of Investment Operations, the Associate supports Fidelity Digital Asset Management (FDAM) by ...
Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As ... Working across a variety of asset classes, including equities, fixed income, foreign exchange, and ...
Investment Management - Investment Operations A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As ... Working across a variety of asset classes, including equities, fixed income, foreign exchange, and ...
Investment Operations Analyst
Austin, TX · On-site
The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...
Investment Operations Analyst
Austin, TX · On-site
The team is responsible for the full investment life cycle, including: establishment and funding of ... Collaborate with compliance, operations, and executive leadership teams to meet all requirements to ...
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Investment Operations Analyst position. The primary responsibility of this position will be to ...
At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully ... Investment Operations Analyst position. The primary responsibility of this position will be to ...
Director of Investments
Purchase, NY · On-site
The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs ... DUTIES and RESPONSIBILITIES: • Reviews and oversees investment functions including the oversight ...
Director of Investments
Purchase, NY · On-site
The Director of Investments is a senior service level position for a Financial Advisor(s) (FAs ... DUTIES and RESPONSIBILITIES: • Reviews and oversees investment functions including the oversight ...
Senior Investment Operations Analyst, Private Markets
Boston, MA · Hybrid
$73K - $122K/yr
Support the end-to-end operational lifecycle of private market investments, including capital calls, distributions, subscriptions, funding activities, and cash movements. * Review, validate, and ...
Senior Investment Operations Analyst, Private Markets
Boston, MA · Hybrid
$73K - $122K/yr
Support the end-to-end operational lifecycle of private market investments, including capital calls, distributions, subscriptions, funding activities, and cash movements. * Review, validate, and ...
Director Of Investment Operations information
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$34K - $47.2K
4% of jobs
$47.2K - $60.5K
8% of jobs
$60.5K - $73.7K
11% of jobs
$75.8K is the 25th percentile. Wages below this are outliers.
$73.7K - $86.9K
12% of jobs
$86.9K - $100.1K
14% of jobs
The median wage is $101.9K / yr.
$100.1K - $113.4K
12% of jobs
$113.4K - $126.6K
13% of jobs
$129.9K is the 75th percentile. Wages above this are outliers.
$126.6K - $139.8K
9% of jobs
$139.8K - $153K
9% of jobs
$153K - $166.3K
5% of jobs
$166.3K - $179.5K
3% of jobs
$34K
$107.7K
$179.5K
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Full-time
Re-posted 18 days ago
Job description
Senior Director of Investments, CFA
Multi-Family Office
Overview
Fast growing and dynamic Multi-Family Office seeks a Senior Director of Investments to manage the team of investment analysts and portfolio managers, and oversee the investment management platforms, including manager selection, and portfolio construction.
Highlights
- Lead the Investment Strategy Group, guiding the firm's focus for investment initiatives including liquid and illiquid alternatives; direct investments, private equity etc.
- Oversee the operations of the Investment Team including setting goals, monitoring performance and managing platforms, research and technology.
- Serve as the Investment Strategist for a select group of ultra high net worth clientele
- Strong culture of independent thought, pro-activity and quality of life
- 250k+ first year compensation package plus excellent benefits
Requirements
- 8+ years of investment management experience
- Experience with 50M+ level net worth clientele
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017