Managing Director of Investments
Ascendo Resources - Miami, FL, US, 33222
Work at Ascendo Resources
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Senior Executive Recruiter - Financial Services at Ascendo Resources | Boston College Alum
Ascendo is thrilled to present this incredible opportunity in the wealth management industry!
If you're a forward-thinking investment professional looking to take the next step in your career, this role is for you! We are seeking a Head of Investment Strategy to lead portfolio management, market analysis, and strategic investment decisions for a rapidly growing firm. This is an exciting chance to shape investment strategies, optimize portfolio performance, and collaborate with top-tier financial experts. If you have a passion for building long-term financial success, this is your moment!
Responsibilities:
As the Managing Director, you will play a key leadership role in driving investment excellence. Your key duties will include:
- Overseeing portfolio strategy, asset allocation, and risk management.
- Conducting in-depth market research to provide data-driven investment recommendations.
- Managing portfolio rebalancing, trade execution, and tax-efficient investment strategies.
- Developing investment proposals and analyzing financial data for client portfolios.
- Monitoring economic trends and market movements to adjust investment approaches.
- Collaborating with internal teams to refine portfolio management processes.
- Presenting investment strategies and insights to clients and stakeholders.
- Ensuring compliance with industry regulations and best practices.
Qualifications:
We are seeking a highly analytical, strategic thinker with a deep understanding of wealth management. Key qualifications include:
- 8+ years of experience in investment management / financial services.
- Expertise in portfolio construction, risk analysis, and financial modeling.
- Strong proficiency with financial analysis tools such as Microsoft Excel and Bloomberg.
- Proven ability to make independent investment decisions.
- Excellent communication and presentation skills.
- Detail-oriented with the ability to manage multiple priorities effectively.
- A strategic mindset with a focus on optimizing client investment outcomes.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Seniority level
- Executive
Employment type
- Full-time
Job function
- Consulting, Business Development, and Finance