Saturday, January 7, 2012

Investment Manager

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Prestigious Investment Boutique that offers investment management, wealth management and advisor services for HNW and UHNW individuals and families is currently seeking a talented Investment Manager to join them. The boutique is very structured, well run and process oriented.   

The principal is looking for someone who can integrate and continue to help the processes and operations of the firm to keep them streamlined.  The firm’s investment approach is described as an “Endowment Approach" to portfolio design. The firm is currently a combination of Passive and Active, ideally moving into a passive approach.  Currently the boutique is a “manager of managers" and their portfolios are a mix of traditional asset classes and alternative investments.

The role would involve coordination of research; interface between outside research and organic research of managers, particular familiarity with alternative strategies and managers is critical.  The incumbent would also work on client portfolios, review and manage asset allocation, quarterly reporting of portfolio performance, tactical weighting of the portfolios as well as manage portfolio accounting and reporting systems. The role would also be involved in a variety of ad hoc projects where strong communication skills are a plus.

This opportunity offers a once in a lifetime opportunity to join a small prestigious boutique that is over 20 years old, has little to no attrition.  The ideal candidate will join with the hopes that they will grow into a CIO and equity partner in the firm over time.

The ideal candidate will possess:

* Minimum 5-7 years experience in investment manager research and asset allocation
* Strong understanding and familiarity with Alternative Strategies and Managers a plus
* Bachelor Degree required, MBA a plus
* CFA strongly desired
* Strong communication skills a plus
* Propensity for Financial Planning a plus

Westport One consistently ranks as one of the top 20 offices within the MRI Network system, which consists of more than 900 offices worldwide.
Our search consultants are Information Technology “industry insiders" working specifically with companies to meet their IT needs.  We specialize in Database, Network, System, & Web Administrators, Hardware & Software Engineers, Designers, Programmers, Technicians, IT Managers, CIOs, as well as many other IT positions.

Any inquiries relating to this ad will be kept confidential.
To learn more about our organization please visit us at

To apply for this position, submit your resume by choosing one or more of the following:

2.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JS/Invest Mgr Atlanta


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