Managing Director, Investment Strategy

Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support.

PRIMARY FUNCTION:

The Managing Director of Investment Strategy is responsible for leading Pitcairn’s strategy for public traded investment solutions while supporting the firm’s asset allocation research. Primary responsibilities include leading the investment relationship efforts to support current and prospective clients, identifying investment access points for global equities, global fixed income, real asset strategies, and novel alternative investments. Secondary responsibilities include asset allocation guidance and risk management support.

RESPONSIBILITIES:

• Partner with the Wealth Management team to lead strategic asset reviews, analysis and planning for prospective clients.
• Support the Wealth Management team in prospect meetings and with ongoing client investment engagements.
• Provide due diligence support for global equities, global fixed income, real assets and novel investment strategies.
• Manage relationships with new and existing investment managers, expanding the required investment solutions and sharing broad investment market insights and intelligence.
• Strategize ideas and socialize recommendations for global economic, strategic, and opportunistic asset allocation frameworks.
• Develop appropriate portfolios for specific, investment-oriented client relationships and prospects.
• Provide research (trends, flows, market intelligence) for all major asset classes.
• Create robust investment deliverables to support the relationship management team and clients.
• Deliver presentations to the Wealth Management Team, existing clients and prospects.
• Serve on the Investment Strategy and Due Diligence Committees, as a resident expert for liquid public investments and asset allocation.
• Perform other duties as assigned by the Chief Investment Officer for the effective and successful operation of the Investment Department.

EDUCATION/EXPERIENCE:

• Bachelor’s or advanced degree in business, finance, or economics.
• A minimum of 15 years’ experience with asset allocation, portfolio construction, risk management and/or manager due diligence.
• Experience supporting investment-oriented clients and prospect interactions.
• Experience managing people is required.
• Strong quantitative skills and high functionality with Excel.
• Knowledge of risk management approaches and tools.
• Excellent computer skills including Microsoft Office and investment performance analytics.
• Strong functional knowledge of Morningstar Direct, eVestment, Bloomberg, Backstop, or other research database systems.

CERTIFICATIONS:

CFA or CAIA required.

DESIRABLE ATTRIBUTES:

Successful candidates will possess a broad range of skills including:

• Strong analytical, quantitative and project management skills.
• Strong interpersonal skills with excellent written and verbal communication.
• Intellectual curiosity lending itself to strategic thinking and creative problem-solving.
• Self-motivation with accountability, responsiveness, and communication.
• Ability to influence and establish credibility, trust, and confidence with internal/external stakeholders.
• Ability to work both as an individual and a collaborative Investment Team member.

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.