Director of Investments
Director of Investments
Boutique Recruiting
Denville, NJ
See who Boutique Recruiting has hired for this role
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
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
- 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
- Perform trades quarterly, primarily tweaking small-cap investments and reducing emerging markets exposure
- Medical and Dental insurance
- 401K plan with safe harbor match
- Profit sharing
- Unlimited sick days
- PTO increasing with years of service from 15 up to 25 days
- 10 paid holidays
- Family-oriented, flexible, and focused on work/life balance
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
IT Services and IT Consulting, Software Development, and Financial Services
Referrals increase your chances of interviewing at Boutique Recruiting by 2x
See who you knowGet notified about new Investment Director jobs in Denville, NJ.
Sign in to create job alertSimilar Searches
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub