Investment Director

Masis Professional Group; Boston (MA); On-site; USD 350,000 - 440,000; Full time

Job summary

Masis Professional Group in Boston is seeking an Investment Director to lead equity investment strategy and client engagement on a globally focused platform. You will collaborate with portfolio managers, institutional clients, and senior leadership to shape strategy and drive business growth.

The role requires deep equity expertise, strong communication, and the ability to bridge investment management with institutional relationships. A senior, high-impact position with competitive pay.

Qualifications

• 12+ years of relevant experience in institutional asset management.
• Strong knowledge of equity markets and portfolio construction.
• Experience in an investment-facing role such as Investment Director or Senior Consultant.
• Ability to analyze and communicate performance, exposures and risk.

Responsibilities

• Partner with equity PMs to communicate investment philosophies, construction, positioning and performance.
• Analyze portfolio exposures, performance attribution, investment risks, and market developments.
• Serve as a senior investment resource for institutional clients, consultants and internal stakeholders.
• Ensure investment strategies remain aligned with objectives and client expectations.
• Identify risks and improvements to investment processes.

Skills

Portfolio management

Equity investment strategy

Client relationship management

Investment communication

Strategic business development

Analytical skills

Education

Bachelor's degree

CFA designation

MBA

Job description

Total Annual Compensation: $350,000–$440,000 (including incentive compensation)

The Opportunity

A leading global investment management firm is seeking an accomplished Investment Director to join its established equity investment platform. This is a highly visible opportunity for a seasoned investment professional to work closely with portfolio managers, institutional clients, and senior leadership while playing an influential role in investment strategy, product positioning, and business growth. The Investment Director will serve as a key investment representative, helping communicate sophisticated equity strategies to institutional investors, prospective clients, and investment consultants. The position combines deep investment expertise with strategic business development, portfolio oversight, and institutional client engagement.

This is an excellent opportunity for an experienced investment professional who enjoys working at the intersection of investment management, portfolio strategy, and institutional relationships, with the ability to influence both investment positioning and broader business initiatives.

Key Responsibilities

• Partner closely with equity portfolio managers to understand and communicate investment philosophies, portfolio construction, positioning, and performance.
• Analyze portfolio exposures, performance attribution, investment risks, and market developments.
• Serve as a senior investment resource for institutional clients, consultants, and internal stakeholders.
• Help ensure investment strategies and portfolios remain consistent with stated objectives and client expectations.
• Identify investment and operational risks and recommend improvements to investment processes.

Institutional Client Engagement & Business Development

• Represent the firm's equity investment capabilities in discussions with institutional clients, prospective investors, and investment consultants.
• Develop and execute strategies to support the growth and competitive positioning of the equity business.
• Translate complex investment concepts into clear, compelling presentations for sophisticated institutional audiences.
• Collaborate with business development and relationship management teams to support client retention and new business opportunities.
• Contribute to investment marketing materials, portfolio commentary, and product positioning initiatives.
• Identify potential opportunities for new investment products and customized solutions.

Strategic Leadership & Collaboration

• Act as a strategic partner to portfolio management, investment research, and institutional distribution teams.
• Contribute to product development and broader business planning initiatives.
• Evaluate new business opportunities and their alignment with existing investment capabilities.
• Lead the resolution of complex investment-related and business issues.
• Work collaboratively across investment, risk, distribution, and other functional teams.

Qualifications

• 12+ years of relevant professional experience, ideally within institutional asset management, equity investment strategy, product management, or institutional investment consulting.
• Strong knowledge of equity markets, portfolio construction, investment processes, and institutional investment strategies.
• Experience in an investment-facing role such as Investment Director, Client Portfolio Manager, Equity Product Specialist, Investment Strategist, or Senior Investment Consultant.
• Demonstrated ability to analyze and communicate portfolio performance, investment exposures, risk, and performance attribution.
• Experience working directly with institutional investors, investment consultants, and/or senior portfolio managers.
• Strong understanding of investment product positioning, competitive analysis, and institutional business development.
• Exceptional communication, presentation, analytical, and relationship-building skills.
• Strong commercial judgment and the ability to contribute to strategic business decisions.
• Ability to operate independently while collaborating with senior investment professionals.
• Bachelor's degree required; CFA designation, MBA, or another relevant advanced qualification strongly preferred.

Ideal Candidate

The ideal candidate is an experienced investment professional with deep equity expertise and a demonstrated ability to bridge investment management and institutional client engagement.

Successful candidates may come from equity product management, client portfolio management, institutional investment consulting, or investment strategy backgrounds. This individual should be comfortable discussing portfolio construction and investment performance with portfolio managers while also representing investment strategies to institutional clients and consultants. A combination of investment credibility, strong communication skills, strategic thinking, and commercial awareness will be essential.

The firm offers a highly competitive compensation package reflecting the seniority and strategic importance of this position.

• Base Salary: Approximately $250,000–$350,000 annually
• Total Annual Compensation: $350,000–$440,000, inclusive of incentive compensation
• Opportunity to collaborate with experienced investment professionals and senior leadership
• Meaningful involvement in institutional investment strategy, client relationships, and business growth
• Exposure to a globally established investment management platform

This opportunity offers the chance to make a meaningful impact within a sophisticated institutional investment organization while working alongside accomplished investment professionals.