What are the responsibilities and job description for the Managing Director of Investments position at Ascendo Resources?
Ascendo is thrilled to present this incredible opportunity in the wealth management industry!
If you're a forward-thinking investment professional looking to take the next step in your career, this role is for you! We are seeking a Head of Investment Strategy to lead portfolio management, market analysis, and strategic investment decisions for a rapidly growing firm. This is an exciting chance to shape investment strategies, optimize portfolio performance, and collaborate with top-tier financial experts. If you have a passion for building long-term financial success, this is your moment!
Responsibilities:
As the Managing Director, you will play a key leadership role in driving investment excellence. Your key duties will include:
- Overseeing portfolio strategy, asset allocation, and risk management.
- Conducting in-depth market research to provide data-driven investment recommendations.
- Managing portfolio rebalancing, trade execution, and tax-efficient investment strategies.
- Developing investment proposals and analyzing financial data for client portfolios.
- Monitoring economic trends and market movements to adjust investment approaches.
- Collaborating with internal teams to refine portfolio management processes.
- Presenting investment strategies and insights to clients and stakeholders.
- Ensuring compliance with industry regulations and best practices.
Qualifications:
We are seeking a highly analytical, strategic thinker with a deep understanding of wealth management. Key qualifications include:
- 8 years of experience in investment management / financial services.
- CFA Charterholder.
- Expertise in portfolio construction, risk analysis, and financial modeling.
- Strong proficiency with financial analysis tools such as Microsoft Excel and Bloomberg.
- Proven ability to make independent investment decisions.
- Excellent communication and presentation skills.
- Detail-oriented with the ability to manage multiple priorities effectively.
- A strategic mindset with a focus on optimizing client investment outcomes.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
