Investment Director

L&G – Asset Management, America; Chicago (IL); On-site; USD 140,000 - 160,000; Full time

Job summary

A leading financial services firm in Chicago is seeking an Investment Director to raise capital from US institutional investors. The role requires over 7 years of experience in financial services, proven asset-raising capabilities, and strong relationship-building skills. The ideal candidate will also have an extensive background in finance, excellent communication abilities, and the capacity to work collaboratively in a proactive environment. Competitive salary offered in the range of $140,000 - $160,000.

Qualifications

• Minimum 7 years in financial services, with 5+ years in sales or client service.
• Proven track record and established network among institutional investors.
• Deep investment knowledge across fixed income, equity, and macroeconomics.

Responsibilities

• Raise capital from US institutional investors.
• Cultivate and manage client relationships, enhancing reputation.
• Collaborate with sales teams to secure new business opportunities.

Skills

Asset raising

Relationship building

Financial services knowledge

Communication skills

Proactive mindset

Education

BA/BS

MBA or CFA preferred

Job description

Overview

The role of the Investment Director is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the institutional investment landscape and a proven track record of successful capital raising.

Responsibilities

• Contribute to the AUM growth of L&G’s investment management business by introducing the firm’s global fixed income, LDI, equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients, fostering long-term partnerships and enhancing L&G’s reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&G’s broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
• Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options – including fixed income and index.
• This person will also have contact with the consultant community. The Investment Director must work closely with all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month

Qualifications

• Proven track record of asset raising, ideally with an institutional investment manager offering fixed income and index strategies.
• Proven relationship‑building skills, with a well‑established network of relationships among leading institutional investors, including a history of cultivating and maintaining long‑term partnerships that have contributed to business growth.
• Minimum of 7 years of experience in the financial services industry, with at least 5 years of direct experience in sales, distribution or client service.
• Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets, index/passive strategies, macroeconomics and portfolio strategy. Private markets experience a plus.
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
• Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team‑oriented environment.
• Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
• Outstanding communication and presentation skills, both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic – detail oriented and driven with a sense of accountability. Proactive with a high degree of self‑motivation.
• Has a competitive winning spirit.
• A flexible, can‑do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable, timely and understandable.
• Demonstrated ability to "see around corners" to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity, excellence, teamwork and results.
• Ability to be an active listener.

Salary

$140,000 - $160,000

EEO Statement

As an EOE employer, Legal & General Investment Management America extends equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)