Managing Director of Investments

The Managing Director of Investments at a well-established investment management firm in Philadelphia will oversee a portfolio of real assets, including real estate and energy investments. Responsibilities include due diligence, portfolio monitoring, and client service. The role requires strong research and communication skills, an MBA or CFA, and at least 15 years of experience. The position supports a hybrid work environment with significant travel (50%).
Managing Director of Investments

About the Company

Well-established investment management firm

Industry
Management Consulting

Type
Public Company

Founded
1956

Employees
201-500

Categories
• Brokerage
• Finance

About the Role

The Company is seeking a Managing Director of Investments in Real Assets to lead and oversee a significant portfolio. The successful candidate will be responsible for the management of real assets, including real estate, natural resources, infrastructure, and investments in both fossil fuel and green energy. This role involves conducting thorough due diligence on prospective opportunities, monitoring and evaluating current portfolio positions, and making recommendations on investment manager hiring, termination, and capital allocation. The role also requires industry research, contribution to thought leadership, client service, and networking to maintain a strong pipeline of investment opportunities. The ideal candidate should have an MBA, CFA, or equivalent work experience, with a minimum of 15 years in a relevant financial institution or equivalent.

Key responsibilities for the Managing Director of Investments in Real Assets at the company include building and maintaining a robust investment pipeline, supporting the creation of client presentations, and assisting in the development of new investment products and solutions. The role demands a professional with a strong background in both quantitative and qualitative research, excellent communication skills, and the ability to work both independently and collaboratively. The candidate should be adept at networking and be prepared to operate in a hybrid work environment, with a significant amount of travel as needed. Additionally, the role involves firm-building activities, such as recruitment, training, mentorship, and demonstrating high levels of ethics, professionalism, and teamwork.

Hiring Manager Title
Director of Private Wealth Portfolio Management, Managing Director

Travel Percent
50%

Functions
• Finance
• Business Development
• Strategy