Director of Investments

Company: MAXIMAI Investment Partners
Location: Miami
Posted on: June 25, 2022

Job Description:

DIRECTOR OF INVESTMENTS - OFFICIAL JOB DESCRIPTION - - - - - - - - - - - - - - - - - - - - - - -The Director of Investments' main role is leading the MAXIMAI Investment Team.This position will lead and supervise all aspects of investments which include developing investment proposals and plans, performance comparison reports, product screening and due diligence, and involvement in client meetings. Additionally, the Director of Investments will be responsible for leading and preparing all monthly investment commentaries.JOB FUNCTIONS AND RESPONSIBILITIES--- Develop the firm's market outlook and corresponding investment theses ---- Communicate the firm's viewpoint of the economy and markets ---- Chair the firm's quarterly Investment Committee ---- Responsible for preparing all of MAXIMAI's investment communications and commentaries--- Perform product/manager due diligence across asset classes including alternative investments--- Responsible for in depth knowledge of investment products used by the firm, proactively participate in calls and meetings with wholesalers, and investment professionals--- Supervise the trading of client accounts--- Lead preparation of client portfolio reviews -QUALIFICATIONS--- Minimum of 10 years of experience in wealth management--- Chartered Financial Analyst (CFA), or similar designation ---- Bachelor's Degree required. Master's degree preferred--- Must be authorized to work in the United States--- Bilingual/Spanish required--- Series 65 or 66 required ---- Addepar performance reporting experience a plus--- Strong experience with Morningstar Direct and Bloomberg terminal--- Profound knowledge and experience in alternative investments--- Proven ability to articulate an investment outlook--- Ability to lead and mentor--- Excellent written and verbal communication as well as presentation and database skills (Microsoft Excel, Microsoft PowerPoint)--- Attention to detail, analytical and problem-solving skills--- Strong organizational skills ---- Ability to work well and with a high degree of accuracy in a fast paced, busy entrepreneurial environment with frequent interruptions and changing priorities

Keywords: MAXIMAI Investment Partners, Miami , Director of Investments, Executive , Miami, Florida