Investment Head of Strategy Development

Leah Yosef International; New York (NY); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Significant bonus potential

Base salary of $250,000

Job summary

Leah Yosef International is seeking a Global Head of Strategy Development to build and lead a unified investment offering for ultra-high-net-worth families. You will lead product development, source and assess managers across public and private markets, and align strategies with a disciplined endowment approach.

The role demands a proven track record in global investment strategies, strong relationship management, and ability to translate client needs into scalable investment solutions.

Qualifications

• 10+ years’ experience investing, structuring solutions, and evaluating products for families, ultra-high net worth clients, endowments, foundations, and wealth platforms.
• Experience sourcing, structuring, and performing due diligence on managers and funds across asset classes, especially alternatives.
• Background developing and managing global investment strategies and solutions.

Responsibilities

• Lead product development for a global multi-family office and build a platform for ultra-high-net-worth clients.
• Source and diligence managers and funds across asset classes including alternatives and real assets.
• Serve as a client-facing product expert and originator, aligning strategies with endowment-style investing.
• Engage with clients/advisors and provide ongoing strategy updates and portfolio fit assessments.

Skills

Due diligence

Investment strategy

Sourcing funds

Client-facing

Product development

Job description

Multi-Family Office with growing multi-billion dollar AUM seeks a Global Head of Strategy Development to build and lead our investment offering. Global focus with client offices in the US and Asia.

Highlights

• Lead product development for a global multi-family office, build a platform that gives ultra-high-net-worth families access to sought-after investment managers, unique funds, desirable themes, and direct investments.
• Source and conduct due diligence on public and private market strategies and managers across asset classes inclusive of liquid and illiquid investments. Core allocations include public equities and debt, hedge funds, private equity, private credit, real estate, and commodities.
• Serve as a client-facing product expert and originator with a pulse on the investment solutions adding most value to entrepreneurs and their families. Align strategies with our endowment approach to investing.
• Ongoing interaction with clients and advisors. Actively develop, support, and sell our strategies by understanding the investments, client needs, and portfolio fit. Provide ongoing management, commentary and performance updates to advisors and clients.
• Compensation consists of a $250,000 base salary with significant bonus potential.
• Bonus based on revenue generated with additional incentives for sourcing external capital.

Requirements

• 10+ years’ experience investing, structuring solutions, and evaluating products for families, ultra-high net worth clients, endowments, foundations, and wealth platforms.
• Experience sourcing, structuring, and performing due diligence on managers and funds across all asset classes especially alternatives.
• Background developing and managing global investment strategies and solutions. Passion to search the world for superior opportunities. Knowledge of best-in-class US and Asian managers.