Investment Director Resume
Summary : As an Investment Director, delivered a Coordinated Alternatives Strategy and Message in partnership with colleagues around the firm, positioned for Growth raising the profile and fostering growth for our alternatives business.
Skills : Financial Analysis, Investment Strategy.
Description :
- Provided Effective Fund Sponsorship ensuring end-to-end ownership and strong oversight of our funds.
- Acted as a credible investment representative of the hedge fund or alternative portfolio managers and portfolios with sophisticated clients, prospects, and investment consultants.
- Worked directly with portfolio managers to support, enhance, and articulate the investment process.
- Completed quantitative and qualitative evaluation of the investment strategy and portfolio performance both for competitive positioning and client consulting.
- Provided regular investment risk oversight for a set of funds.
- Supported the growth and retention of client assets.
- Assisted in the development of marketing strategy and business planning, leading research and analysis on new business opportunities.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Finance
Investment Director Resume
Summary : As an Investment Director, created innovative and insightful content for current and prospective investors (thought pieces, marketing collateral, investor letters), strategized with and supported Business Developers in sales and relationship management activities, including fundraising and responding to ongoing investor requests.
Skills : Risk Management, Market Research.
Description :
- Synthesized client and marketplace feedback to help inform the firm’s alternative product development effort.
- Assumed responsibility for internal issues associated with managing the WAI fund business (operational complexity, investment capacity, investment guidelines).
- Participated in meetings with clients, prospects, and consultants to communicate our investment philosophy, strategy, and performance. Significant travel should be expected.
- Established a best-in-class ESG program.
- Led a team of 1-2 ESG staff members and collaborated with senior management to align our investment practices with responsible and sustainable principles.
- Pointed person for ESG-related matters with stakeholders and have experience implementing labor standard best practices.
- Led efforts to improve portfolio resilience by assessing ESG factors, promoting ESG within CalPERS and with our partners and stakeholders, and mitigating ESG risks.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Finance
Investment Director Resume
Headline : As an Investment Director, identified investment niches, themes, and network nodes that could lead to compelling new investment opportunities, collaborated with colleagues to underwrite investments, worked included evaluating both investment managers and the assets in their portfolios, sit on our internal investment committee.
Skills : Portfolio Management, Decision-Making.
Description :
- Authored white papers to help us refine our strategy and processes.
- Supported the design, structuring, and deployment of existing and new Kiva Capital investment funds and other investment portfolios.
- Provided Financial Inclusion to underserved communities globally, executed upon our existing fund investment strategies while supporting new strategic thinking and fund development investment team members' screening and due diligence processes for Kiva Capital funds under management.
- Supported negotiations of term sheets and legal documents.
- Collaborated with legal and finance teams on contracting, hedging, and disbursement of investments.
- Served as the principal Portfolio Manager and investor contact for the ongoing Small Business Resilience Fund (SBRF).
- Separately managed account funded by Alphabet Inc, the parent company of Google.
Experience
5-7 Years
Level
Executive
Education
Bachelor's In Finance
Investment Director Resume
Objective : As an Investment Director, served on the Investment Committee of SBRF, and for other Kiva Capital Funds as needed, supported the strategic design and structuring of new prospective Funds and investment portfolios.
Skills : Negotiation Skills, Communication Skills.
Description :
- Supported the ongoing recruitment, training, and engagement of a broader investment team that is working to maximize the impact and performance of Funds under management.
- Reviewed, assessed, and advised on actions related to changes in fund and investment risk recognized through Kiva's regular investment monitoring processes.
- Provided capacity and guidance on addressing investee credit problems.
- Advised on fund portfolio reporting and investor communications.
- Experienced in managing developing market private debt investments.
- Experienced with structuring and fundraising for funds.
- Experienced with impact investing, developed and coached investment staff.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree In Business
Investment Director Resume
Summary : As an Investment Director, passionate about the cryptocurrency industry and innovations occurring inside the industry at large, supported the compliance, legal, and operational responsibilities associated with the Finance assets under management.
Skills : Leadership, Networking.
Description :
- Worked collaboratively with the executive team in being a key resource for research, development of new investment strategies, and enhancement of current investments.
- Built upon and managed the existing infrastructure, framework, and process necessary to monitor our investments.
- Prepared and provided the Board of Directors and executive team an investment update on the assets within Alta Finance at each Board meeting including material market, economic, and industry-related items.
- Supported the compliance, legal, and operational responsibilities of Alta Finance which include SEC Filing reviews, and provided ongoing investment-related support to each of those areas.
- Served as a companywide contributor on initiatives relating to manager research/selection and development of investment decisions.
- Understood global securities and banking regulations as well as how to structure investment strategies within those frameworks.
- Developed and maintained strategic asset management plans for the assigned portfolio.
Experience
10+ Years
Level
Senior
Education
Bachelor's Degree in Finance
Investment Director Resume
Headline : As an Investment Director, reviewed/ approved annual budgets, and operating and capital plans, reviewed/approved leasing recommendations, and monitored and evaluated property manager and leasing agent performance.
Skills : Regulatory Compliance, Adaptability.
Description :
- Monitored and evaluated market conditions (economic as well as real estate specific), and maintained a view on key measures including rental rates, occupancy, and absorption.
- Managed relationships with joint venture partners, which include oversight and quarterly/ad hoc co-ownership meetings.
- Supported and contributed to the achievement of the portfolio investment targets, by analyzing and recommending asset acquisitions, disposition, and development opportunities.
- Developed and maintained a working knowledge of the fund industry.
- Created and managed sales pipeline, developed and supported sales presentation and design.
- Executed an assigned marketing and sales plan.
- Analyzed sales territory and provided strategic plan, coordinated and managed the RFP process.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree in Economics
Investment Director Resume
Objective : As an Investment Director, worked with internal and external counterparts to close sales, and shared knowledge, experience, and responsibility with employees in a drive for the highest standards of professionalism, sales, and service excellence.
Skills : Financial Modeling, Valuation Techniques.
Description :
- Utilized enablers (dashboard reporting, CRM) and supported the adoption of new tools, technologies, and processes to effectively manage the region.
- Exhibited an ability to listen, negotiate, and communicate goals.
- Led, coached, and motivated the team to exceed profit plan and sales objectives and recognize/reward sales/service excellence.
- Managed the regional profit plan (revenue planning, expenditures).
- Escalated fraudulent activities, unusual occurrences, issues/deficiencies/trends to the Managing Director PIC, as applicable.
- Developed a broad knowledge base to ensure all client-facing team members have the skills necessary to promote the full suite of Wealth products and services.
- Ensured strict adherence to Bank security procedures, including assigned authorities and limits.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Economics
Investment Director Resume
Headline : As an Investment Director, served as the primary leadership contact for the region, establishing close working relationships with other Scotia Wealth Management, Wealth Management Client solutions, and Scotiabank partners to create business line awareness and generate internal referrals.
Skills : Asset Allocation, Risk Management.
Description :
- Broadened and deepened client relationships by bringing together the expertise and resources of Scotia Wealth Management to deliver the full range of Scotia Wealth Management solutions to clients.
- Experienced required as it relates to understanding economic and market data to describe CWMA’s investment strategy to partners and clients.
- Ensured the highest service standards and appropriate resources were made available to the Bank’s highest-value clients.
- Worked collaboratively with other stakeholders for the benefit of the Bank’s clients.
- Worked closely with the investment team to fully understand the investment strategy and outlook across the range of fixed-income products offered by Schroders.
- Produced presentations and marketing material for use in client reviews and new business pitches.
- Provided accurate and timely responses to ad hoc queries and inquiries from internal and external clients.
Experience
5-7 Years
Level
Executive
Education
Bachelor's Degree in Economics
Investment Director Resume
Objective : As an Investment Director, experienced with product managers for all product-related communications, the management of product-related consultant relationships, and representing the product with external and internal audiences.
Skills : Market Analysis,Competitive Analysis.
Description :
- Developed and maintained compelling and timely product communications (RFPs, Strategy Newsletters, Product Brochures).
- Acted as the product expert by representing the investment team with clients (new business pitches, client reviews) consultants, and journalists.
- Acted as product champion internally, seeking to establish maximum sales capacity for the product range including product-based sales training.
- Managed and provided oversight of the portfolio monitoring, analytics, cash management, database management, and performance attribution functions in the RAU.
- Developed top-down informational reports and tools to analyze the exposures and risks in the portfolio.
- Worked with staff and external managers to ensure maximum oversight of the RAU portfolio was completed.
- Utilized research vendors, partners, and other appropriate sources to identify market trends and conditions.
Experience
2-5 Years
Level
Executive
Education
Bachelor's Degree in Economics
Investment Director Resume
Summary : As an Investment Director, assisted MID with Portfolio Strategy and Planning functions, provided leadership or participated as needed on INVO-wide issues, and made significant contributions to the RAU and the Investment Office.
Skills : Team Building, Decision-Making.
Description :
- Worked closely with other senior partners and members on strategy and negotiations.
- Monitored and sent out regular performance letters on portfolio performance, and other impacts of the portfolio.
- Developed and maintained tools and systems supporting investment decision-making and portfolio management.
- Led teams to engage with various stakeholders, mentoring and coaching junior members of the team.
- Sourced new investment opportunities against the fund's investment mandate.
- Produced market/sector research, analysis, and mapping to identify potential investment targets in the relevant sectors.
- Conducted commercial due diligence on investment opportunities and evaluation of key drivers and commercial assumptions.
Experience
7-10 Years
Level
Management
Education
Bachelor's Degree in Economics
