MD, Investments
Location: Boston, MA
A leading global investment advisory and portfolio management firm is seeking a Managing Director to join its Private Client team. This individual will play a key leadership role in overseeing sophisticated multi-asset class portfolios for ultra-high-net-worth families and family offices, while serving as a trusted advisor to clients and helping drive business growth. Client relationships range from approximately $100 million to several billion dollars in assets.
Key Responsibilities
- Lead the management and oversight of customized investment portfolios for private clients.
- Develop investment strategy, asset allocation recommendations, and portfolio construction decisions across public and private markets.
- Serve as a trusted advisor to clients, family offices, boards, and investment committees.
- Conduct investment manager due diligence, selection, and ongoing monitoring.
- Partner with business development teams to support client acquisition and relationship growth.
- Mentor and develop junior investment professionals while contributing to a high-performance team culture.
Qualifications
- Bachelor's degree required; MBA and/or CFA preferred.
- 12-15+ years of investment management experience within an investment firm, institutional investor, OCIO platform, wealth management firm, or family office.
- Deep expertise in asset allocation, portfolio construction, manager research, and capital markets.
- Experience advising sophisticated high-net-worth families, family offices, or institutional clients.
- Strong relationship management, communication, and presentation skills.
- Established network within the family office and broader investment community preferred.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.