Investment Director

Garry Executive Search; Bridgewater (MA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

ESOP with annual dividend

401k with safe harbor match

Health and dental insurance

Vision insurance

Long-term disability and life保险

Job summary

Garry Executive Search is conducting a confidential retained search for a senior Investment Director to lead its investment research function in Central New Jersey. This leadership role drives strategy, security evaluation, and portfolio construction across client portfolios.

You will mentor analysts, refine research workflows, and present insights to the investment committee while collaborating with stakeholders and clients.

Qualifications

• 8+ years of professional investment research, portfolio management, or institutional investment experience.
• Deep understanding of equities, fixed income, ETFs, mutual funds, and portfolio construction.
• Strong analytical and quantitative skills.
• Excellent written and verbal communication abilities.
• Demonstrated leadership, project management, and organizational abilities.

Responsibilities

• Lead the firm's investment research process and help establish research priorities.
• Conduct and oversee fundamental, quantitative, and macroeconomic research across asset classes.
• Evaluate securities, ETFs, mutual funds, private investments, and alternative strategies.
• Present investment recommendations and insights to the investment committee.
• Monitor portfolio positioning, asset allocation, and risk exposures across client portfolios.
• Assist in design, implementation, and refinement of investment strategies and model portfolios.
• Mentor and develop junior research professionals.
• Participate in due diligence for external managers and opportunities.

Skills

Investment research

Portfolio management

Quantitative analysis

Leadership

Communication

Education

Advanced degree in finance/economics/business

Tools

Bloomberg Terminal

Job description

Garry Executive Search is conducting a confidential, retained search on behalf of a fee-only registered investment advisor in Central New Jersey seeking an experienced Investment Director to lead its investment research function. This is a key leadership role responsible for the development, oversight, and evolution of the firm's investment strategies and portfolio construction process.

What You'll Do

• Lead the firm's investment research process and help establish research priorities
• Conduct and oversee fundamental, quantitative, and macroeconomic research across asset classes
• Evaluate individual securities, ETFs, mutual funds, private investments, and alternative asset strategies
• Present investment recommendations and strategic insights to the investment committee
• Monitor portfolio positioning, asset allocation, and risk exposures across client portfolios
• Assist in the design, implementation, and ongoing refinement of investment strategies and model portfolios
• Participate in due diligence for external managers and alternative investment opportunities
• Mentor and develop junior research professionals
• Help establish research standards, workflows, and best practices
• Participate in client meetings when appropriate to discuss investment strategy and market outlook
• Contribute to written market updates, commentary, white papers, and educational content

What We're Looking For

Required:

• 8+ years of professional investment research, portfolio management, or institutional investment experience
• Deep understanding of equities, fixed income, ETFs, mutual funds, and portfolio construction
• Strong analytical and quantitative skills
• Excellent written and verbal communication abilities
• Demonstrated leadership, project management, and organizational abilities

Preferred:

• Advanced degree in finance, economics, business, or related field
• Experience serving on an investment committee or similar decision-making body
• Experience evaluating alternative investments, including private credit, private equity, real estate, and hedge fund strategies
• Experience using Bloomberg Terminal and other institutional research platforms
• Experience mentoring analysts or leading research teams
• Base salary $150K-$200K, flexible for the right background, plus performance-based incentives
• Employee-owned firm; all employees participate in an ESOP with annual dividend withdrawal
• 401k with a safe harbor match up to 4% plus a discretionary match of 3% of compensation
• Fully paid health and dental insurance, 50% employer-paid vision
• Long-term disability and life insurance
• Hybrid schedule, two days remote per week, plus additional WFH periods around summer and holidays
• 17 PTO days per year, plus a birthday PTO day and a holiday bonus day, 19 total
• No-cost wealth management and financial planning for employees and immediate family, discounted for extended family
• Education, certification, and conference support

Why This Opportunity

This firm has built a strong reputation for integrity, collaboration, and personalized client care. You'll be stepping into a high-trust environment where your expertise will be valued, your input will matter, and your work directly support a team that's passionate about serving clients at the highest level.

Garry Executive Search is an equal opportunity search firm. We welcome applicants of all backgrounds, experiences, and perspectives.