Director of Investments

CFA Institute; Edina (MN); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Group health, dental and vision

Employer-sponsored retirement plan

Disability insurance

Paid time off and holidays

Job summary

CFA Institute in Edina, MN seeks a Director of Investments to lead the investment management process, act as the internal expert on portfolio construction and asset allocation, and drive analytics and research for clients.

The role partners with advisors to deliver strong investment outcomes, oversees due diligence, and ensures scalable investment processes that align with fiduciary responsibilities. Hybrid work with 3 days in office.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 5+ years of portfolio management experience.
• SIE, Series 6, 63, and 7 licenses.
• CFA, CIMA or similar investment designation is desired.
• Prior team leadership experience.
• Strong analytical and communication skills.

Responsibilities

• Lead development and refinement of the firm's investment philosophy and portfolio management process.
• Design and maintain asset allocation models.
• Oversee portfolio construction across client segments and accounts.

Skills

Analytical skills

Communication skills

Leadership experience

Education

Bachelor's degree in Finance/Economics/Business

CFA or CIMA desired

Tools

SIE

Series 6

Series 63

Series 7

Job description

The Director of Investments is responsible for the leadership, oversight, and execution of the firm's investment management process. This individual will serve as the internal subject matter expert on portfolio construction, asset allocation, investment research, and portfolio analytics while partnering closely with advisors to deliver exceptional investment outcomes for clients. They will oversee ongoing due diligence and monitoring of investment solutions, provide investment recommendations and client analysis, and ensure investment processes are scalable, repeatable, and aligned with the firm's fiduciary responsibilities. This is a hybrid position requiring 3 days per week in office.

INVESTMENT STRATEGY & PORTFOLIO MANAGEMENT

• Lead the development, implementation, and ongoing refinement of the firm's investment philosophy and portfolio management process.
• Design and maintain strategic and tactical asset allocation models.
• Oversee portfolio construction across client segments and account types.
• Evaluate and implement portfolio enhancements, including alternative investments, direct indexing, tax-efficient strategies, and asset location methodologies.
• Monitor market conditions and economic trends and provide recommendations for portfolio positioning.
• Conduct comprehensive research and analysis of mutual funds, ETFs, separately managed accounts, alternative investments, and other investment vehicles.

PORTFOLIO ANALYSIS & CLIENT INVESTMENT SUPPORT

• Analyze client portfolios and provide investment recommendations to advisors.
• Perform portfolio reviews, performance analysis, risk assessments, and benchmark comparisons.
• Participate in client meetings and provide technical investment expertise when appropriate.
• Explain investment strategies, portfolio performance, and market conditions to clients in a clear and understandable manner.
• Participate in annual review meetings for high-net-worth clients.

LEADERSHIP & TEAM DEVELOPMENT

• Develop policies, procedures, and written investment standards.
• Mentor and train advisors, planners, and investment personnel.
• Create scalable investment processes that improve efficiency and consistency.
• Foster a culture of continuous learning and professional development.

QUALIFICATIONS

• Bachelor's degree in Finance, Economics, Business, or related field.
• 5+ years of portfolio management experience
• SIE, Series 6, 63, and 7 licenses
• CFA, CIMA or similar investment designation is desired
• Prior team leadership experience
• Strong analytical and communication skills

BENEFITS:

• Group health, dental and vision insurance plan with employer subsidy
• Employer sponsored retirement plan with match
• Employer paid short and long-term disability
• PTO & Holidays