Home Canada Managing Director/Sr. Investment Director

Home Canada Managing Director/Sr. Investment Director

Managing Director/Sr. Investment Director

Full time at a Laimoon Verified Company in Canada
Posted on May 8, 2024

Job details

As the Senior Investment Director, you will be responsible for communicating information about investment strategies to both internal and external group such as prospects, existing clients, advisors, and consultants. The Senior Investment Director will also help set strategic direction, engage in thought leadership, and interact with the portfolio management teams on a daily basis. The ideal candidate will be a player/coach who has attained deep expertise in private markets asset classes or strategies and will play an active role in supporting SLC's worldwide growth in the following areas:Revenue GrowthRepresent SLC in new business presentations, finals, and portfolio review meetingsDevelop and conduct education/training for client-facing personnelRaise profile of competitive investment strategies or solutions to the client-facing organizationDevelop messaging and create content of materials to differentiate SLC and explain performanceCollaborate with client-facing colleagues to develop customized client solutionsOpportunistically provide insight to distribution and global portfolio content & analytics partners in the completion of highly customized requests for proposals (RFPs)Attend due diligence or sales events as requiredProvide portfolio updates to internal and external partnersUnderstand each channel and develop appropriate product strategyProduct ManagementCompetitive Analysis - Analyzing assets and flows, competitive performance, and positioning; communication throughout the organizationArticulate points of differentiation for SLC products and strategiesMarket support - Creating content for fact sheets, brochures, or web content. Developing story lines for fund positing, and proving input on public relations, website, sales presentations, and talking pointsCoordinate with portfolio management, sales, and marketing to ensure and communicate consistent product position and messagingDevelop proactive insights, perspectives, product training, and support to sales teamsCreate new analytical tools and frameworksDevelop long-term strategic business plans for existing productsProduct positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clientsDevelop and communicate expertise on mutual fund and institutional industry trendsThought LeadershipPresent at industry conferences and SLC roundtablesCreate non-product related content for SLC's website and other media. Author articles to be published in industry and other periodicalsContribute to the direction of SLC marketing themesEstablish reputation for SLC in the marketplaceActively participate in the firm's PR effortsProduct DevelopmentContribute new product development ideasGather and communicate intelligence from client/ prospect/ consultant meetingCreate client-facing enthusiasm for innovative new productsCollaborate with product development and portfolio management colleges to bring new ideas to marketBusiness PartnerShare insights garnered externally with investment, client facing and productClient advocate within the organizationComprehensive knowledge of investment philosophy, process, performance, and researchIndependent, objective an experienced investment professional that serves as the crucial feedback mechanism to the investment management and distribution teamsStrong capital market knowledge combined with the ability to interpret and communicate ethe impacts to investment performanceUnderstand investment strategies, performance, and attribution analysisDevelop deep partner relations with all SLC functional units and knit groups togetherWHAT YOU WILL DO:15 years of relevant experience and demonstrated leaderships skillsStrong investment knowledge of capital markets and asset managementProven client relations skills, including the ability to manage multiple constituent relationships within the organizationAbility to command respect from the external investment community, including clients, and have prior management experienceExcellent interpersonal skills, including excellent communication skills and product knowledgePoise, judgment and gravitas to represent SLC with clients and prospectsMust be a self-starter who is achievement orientated, motivated and has proven problem solving skills in a client service role coupled with creative solutionsStrong attention to detail with the ability to manage multiple tasks simultaneouslyWillingness to travel substantiallyMBA preferred, CFA requiredPREFERRED SKILLS:Analytical, strategic thinker with the ability to implement and prioritize a multitude of tasksExperience in building relationships with a diverse range of stakeholdersDemonstrated comfort with ambiguity and a creative and entrepreneurial spritExtensive experience in managing multiple tasks and prioritizingTeam-oriented mindsetHigh integrity paired with a strong sense of accountabilityStrong focus centered on the client experience DescriptionDescriptionde l'emploi:What Is in It for You:As the Senior Investment Director, you will be responsible for communicating information about investment strategies to both internal and external group such as prospects, existing clients, advisors, and consultants. The Senior Investment Director will also help set strategic direction, engage in thought leadership, and interact with the portfolio management teams on a daily basis. The ideal candidate will be a player/coach who has attained deep expertise in private markets asset classes or strategies and will play an active role in supporting SLC's worldwide growth in the following areas:Revenue GrowthRepresent SLC in new business presentations, finals, and portfolio review meetingsDevelop and conduct education/training for client-facing personnelRaise profile of competitive investment strategies or solutions to the client-facing organizationDevelop messaging and create content of materials to differentiate SLC and explain performanceCollaborate with client-facing colleagues to develop customized client solutionsOpportunistically provide insight to distribution and global portfolio content & analytics partners in the completion of highly customized requests for proposals (RFPs)Attend due diligence or sales events as requiredProvide portfolio updates to internal and external partnersUnderstand each channel and develop appropriate product strategyProduct ManagementCompetitive Analysis - Analyzing assets and flows, competitive performance, and positioning; communication throughout the organizationArticulate points of differentiation for SLC products and strategiesMarket support - Creating content for fact sheets, brochures, or web content. Developing story lines for fund positing, and proving input on public relations, website, sales presentations, and talking pointsCoordinate with portfolio management, sales, and marketing to ensure and communicate consistent product position and messagingDevelop proactive insights, perspectives, product training, and support to sales teamsCreate new analytical tools and frameworksDevelop long-term strategic business plans for existing productsProduct positioning and competitive differentiation; define unique capabilities and benefits/value proposition to effectively retain existing clientsDevelop and communicate expertise on mutual fund and institutional industry trendsThought LeadershipPresent at industry conferences and SLC roundtablesCreate non-product related content for SLC's website and other media. Author articles to be published in industry and other periodicalsContribute to the direction of SLC marketing themesEstablish reputation for SLC in the marketplaceActively participate in the firm's PR effortsProduct DevelopmentContribute new product development ideasGather and communicate intelligence from client/ prospect/ consultant meetingCreate client-facing enthusiasm for innovative new productsCollaborate with product development and portfolio management colleges to bring new ideas to marketBusiness PartnerShare insights garnered externally with investment, client facing and productClient advocate within the organizationComprehensive knowledge of investment philosophy, process, performance, and researchIndependent, objective an experienced investment professional that serves as the crucial feedback mechanism to the investment management and distribution teamsStrong capital market knowledge combined with the ability to interpret and communicate ethe impacts to investment performanceUnderstand investment strategies, performance, and attribution analysisDevelop deep partner relations with all SLC functional units and knit groups togetherWHAT YOU WILL DO:15 years of relevant experience and demonstrated leaderships skillsStrong investment knowledge of capital markets and asset managementProven client relations skills, including the ability to manage multiple constituent relationships within the organizationAbility to command respect from the external investment community, including clients, and have prior management experienceExcellent interpersonal skills, including excellent communication skills and product knowledgePoise, judgment and gravitas to represent SLC with clients and prospectsMust be a self-starter who is achievement orientated, motivated and has proven problem solving skills in a client service role coupled with creative solutionsStrong attention to detail with the ability to manage multiple tasks simultaneouslyWillingness to travel substantiallyMBA preferred, CFA requiredPREFERRED SKILLS:Analytical, strategic thinker with the ability to implement and prioritize a multitude of tasksExperience in building relationships with a diverse range of stakeholdersDemonstrated comfort with ambiguity and a creative and entrepreneurial spritExtensive experience in managing multiple tasks and prioritizingTeam-oriented mindsetHigh integrity paired with a strong sense of accountabilityStrong focus centered on the client experiencePourquoi choisir Gestion SLC?L'occasion de travailler pour un gestionnaire d'actifs institutionnels d'envergure mondialeD'excellents programmes de garanties et de mieux-être pour soutenir les trois piliers de votre bien-être - mental, physique et financier -, y compris de nombreux jours de vacances et congés de maladie, un programme de premier ordre de congé familial, de congé parental et de congé d'adoption, un programme de congé sabbatique payé en partie par l'employeur, une assurance-maladie, une assurance-vie et une assurance décès et mutilation accidentels (DMA) payées par la compagnie, ainsi que des régimes d'assurance invalidité, et plus encoreDes programmes de retraite et d'actionnariat pour vous aider à bâtir votre épargne et à améliorer votre sécurité financière, y compris un régime 401(k) avec cotisation complémentaire de l'employeur et un compte de retraite provisionné par l'employeurUn environnement de travail souple offrant une culture de convivialité, de collaboration et d'inclusion axée #NousGagnonsEnÉquipeDes cheminements de carrière variés et de formidables possibilités de réseautageUne culture d'entreprise primée - certification Great Place to Work au Canada et aux États-Unis; l'un des meilleurs employeurs dans la catégorie des gestionnaires d'actifs selon Pensions & Investments; l'un des dix meilleurs employeurs selon la liste Top Places to Work du Boston Globe pour une deuxième année consécutive.Gestion SLC est une société dont les activités sont réglementées, ce qui signifie que l'ensemble des employés doit se soumettre à des exigences en matière d'information financière et de préautorisation d'opérations. Les candidats retenus devront déclarer leurs comptes de placement personnels et leurs placements en valeurs mobilières, en plus d'obtenir une préautorisation pour leurs opérations futures, y compris celles des membres de leur ménage.Catégorie d'emploi:Investment Sales & ServiceÉchelle salariale:126,000/ ,000/210 000L'échelle du salaire de base est pour l'emplacement principal du poste affiché. Elle peut varier selon l'emplacement de la personne retenue et d'autres facteurs. En plus du salaire de base, les employés admissibles participent à différents programmes de rémunération incitative, dont le montant octroyé est discrétionnaire et dépend du rendement de l'employé et de la société. Certains postes de vente ont des programmes de rémunération prévoyant des incitatifs basés sur les résultats de vente individuels ou de groupe.Nous avons à c

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