Job Description/Responsibilities:Director will lead the sourcing and due diligence of long-only separate account and mutual fund investment managers across fixed income and equity asset classes. The director will be responsible for making investment recommendations to the firm’s investment committee, managing a team of supporting analysts, and will work in collaboration with senior client-facing personnel. He/she will be a leader within the research department but will be comfortable taking a hands on approach to analytical projects and working closely with other team members. Travel to conduct in person manager interviews and site visits is required. In addition to research department responsibilities, the director will be called on to participate in client and prospect meetings as a content expert, and write commentary/white papers for publication on the firm’s website. Successful candidates will be comfortable working in an intellectually curious team culture, communicating investment advice across multiple offices, and working for an innovative client focused firm.
Bachelor’s degree necessary. 8-12 years’ experience in dedicated investment manager research, CFA preferred. Must possess the following characteristics:•Strong analytical, quantitative and problem solving skills;•Creative thinker and unafraid to think differently than consensus;•Excellent verbal and written communication skills;•Confident, detail-oriented, and organized;•Ability to prioritize tasks and create structure in the face of competing demands while completing tasks on time; and•Team player
Pathstone Federal Street is an independent, employee- and family- owned advisory firm that offers multigenerational families and institutions strategic wealth management and customized investment services. With professionals having decades of experience, we employ an advocacy-focused model that empowers our clients to define and achieve their unique long-term goals and support their legacy. The ...firm has a long history of providing integrated family office services and a long-respected internal third party manager research and due diligence process, and leadership in sustainable and impact investing. We are seeking a candidate to lead the sourcing and due diligence of long-only separate account and mutual fund investment managers across fixed income and equity asset classes.