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