A hybrid broker/dealer investment firm specializing in contrarian-style investments is searching for a Director of Investments to join their team in Denville, NJ! If you have at least 5 years of experience managing portfolios in financial services at an RIA or broker/dealer firm, and you thrive in an environment that values honesty, integrity, and collaboration, we want to meet you. This is your chance to make a real impact with a forward-thinking firm that embraces innovative investment strategies and a supportive team culture. They offer great benefits, including a generous PTO policy, unlimited sick time, work-life balance, growth opportunities and much more!
Salary Range: $100,000 - $150,000 / year DOE
Director Of Investments Requirements
5-10 years of experience in financial services (RIA or broker-dealer) in a similar role managing portfolios
Bachelor s degree
Advanced Excel skills (pivot tables, VLOOKUPs, and macros required).
Willingness to pursue CFA certification
Series 7 and 63 licenses is preferred
CFA is highly preferred
Director Of Investment Responsibilities
Create and maintain financial models
Conduct 2-3 investment meetings per week with fund managers
Monitor and recommend portfolio changes
Execute trading, rebalances, and tax loss harvesting
Adjust portfolios for significant gains during rebalances
Communicate with clients and conduct monthly market education meetings for the team