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Investment Manager/Multi-Asset Strategist, Family Office

Company: Commonwealth Financial Network
Location: Waltham
Posted on: September 12, 2020

Job Description:

Investment Manager/Multi-Asset Strategist, Family Office Job Locations US-MA-Waltham

Job ID W-2020-FO

# of Openings 1

Category Office of the Chairman

Type Full-Time

Overview Do you have a decade of relevant experience as an investment manager/multi-asset strategist, an innovative mind-set, and experience working at a financial institution, family office, or trust company?

Would you like to join an exciting, newly formed family office at an inflection point in its evolution? If so, we have a place for you. This is an excellent opportunity for an outstanding candidate with strong investment advisory and strategic asset allocation skills to support the growth and evolution of this family office team affiliated with Commonwealth Financial NetworkÒ in Waltham, Massachusetts. The primary mission of the family office is to serve the investment, financial/accounting, fiduciary, and administrative interests of the family and its related entities.

The investment manager/multi-asset strategist will help refine the family’s overall investment strategy and manage various investment accounts in the context of its broader portfolio, under the direction of the Family Office Investment Committee. You will be responsible for investment strategy, asset allocation, and management of investment portfolios, while also conducting due diligence and supporting direct and indirect alternative investments in private equity, venture capital, and hedge funds.

Key Responsibilities

Developing and recommending investment policy and strategy, as well as strategic asset allocation for the family’s investment accounts to the Family Office Investment Committee

Executing such strategies and ensuring alignment with family investment objectives, wealth/estate planning, tax, and risk tolerance considerations

Monitoring and reviewing investment strategy, strategic asset allocation, and investment performance on an ongoing basis, and proactively identifying and recommending changes as appropriate

Overseeing, monitoring, and optimizing performance of the liquid investment portfolios and underlying holdings that consist of mutual funds, ETFs, SMAs, and individual securities

Coordinating and executing day-to-day portfolio management activities, including trading and rebalancing of accounts, corporate actions, capital calls, and cash and liquidity management

Conducting investment, fund, and securities research and analysis utilizing external and internal experts, including Commonwealth’s Investment Management and Research team, to provide timely, insightful, and actionable insights to the Family Office Investment Committee

Supporting an expanding alternative investment class that invests on a direct and indirect basis in private equity, venture capital, and hedge funds in evaluation, diligence, deal analysis, and monitoring of investments

Performing risk management and reporting across all family investment accounts

Establishing an investment policy statement covering all accounts and ensuring that management of the investment accounts is consistent with the policy

Core Strengths

Demonstrated leadership abilities

Flexible and adaptable, with a “roll-up-your-sleeves” approach and mentality

Ability to work collaboratively to achieve objectives

Experience in mutual fund and/or SMA manager due diligence, including investment policy, asset allocation, multi-asset class manager/strategy selection, portfolio management, and ongoing monitoring

Adept at evaluating alternative investments, with an emphasis on private equity and venture capital mandates

Demonstrated expertise in evaluating investment securities or strategies

Excellent communication, quantitative, and qualitative skills

Ability to produce in-depth, insightful research commentary in a timely fashion

Additional Skills and Knowledge

9+ years’ industry experience in investments, including 3+ years of leading investment analysis and focusing on investing across asset classes

Previous investment management experience in a family office, high-net-worth, or wealth management environment

Familiarity and ease using industry-specific tools and trading platforms (e.g., FactSet, Bloomberg, and Wealthscape)

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

About Commonwealth—and Our Anything but Common® Culture

Commonwealth Financial Network® is the largest privately held Registered Investment Adviser–independent broker/dealer in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been delivering indispensable service to independent financial professionals so they, in turn, can put their clients first. Our technology, research, resources, and support—plus a variety of affiliation models—deliver what today’s independent advisors need to thrive.

That being said, we are a financial services company with a unique mission—one that encompasses purpose, vision, and core values in equal measure. Staying true to these guiding principles is the reason we are recognized so often and by so many for the quality of life we enjoy here. We believe it directly translates to a better experience for everyone: employees, advisors, clients, and our communities.

Creating a supportive culture where everyone can thrive is a mission we take seriously. From professional development to comprehensive benefits, grassroots leadership opportunities, generous bonus and stock option incentive plans, opportunities to unwind and connect, and so much more , Commonwealth is not just a great place to work—it’s a place that, for many, feels like home.

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth Financial Network® will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.

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After you submit your application, you will receive an e-mail confirmation. If you experience technical issues while applying, please e-mail jobs@commonwealth.com

Keywords: Commonwealth Financial Network, Waltham , Investment Manager/Multi-Asset Strategist, Family Office, Other , Waltham, Massachusetts

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