What are the responsibilities and job description for the Director of Investments position at Intertide Partners?
About Intertide Partners : Intertide Partners is a boutique wealth management firm that partners with ultra-high-net-worth families and institutions to create tailored portfolios designed to achieve their long-term financial and philanthropic goals. Intertide’s founder and CIO draws on 16 years of experience managing endowment-style portfolios for one of America’s most distinguished families and their foundations. At Intertide, our mission is to combine investment excellence with philanthropic impact, setting new standards in wealth management.
Role Overview : As Director on the investment team, you will act as a generalist, playing a key role in sourcing, underwriting, and managing a diverse range of investment opportunities. The ideal candidate will bring broad experience across asset classes (public equity, private equity, venture capital, real estate, private credit), with a preference for expertise in private equity. Key responsibilities include sourcing and conducting due diligence on new and existing investments, engaging with clients, and contributing to the overall investment strategy while supporting the growth and rapid expansion of the firm.
Principal duties and responsibilities :
Work closely with the CIO to drive overall portfolio strategy, manage portfolio asset allocations, and monitor risks across asset classes for clients.
Lead due diligence on existing and prospective investments by :
1. Evaluating investment teams on their strategies;
2. Conducting in-depth analysis of portfolio holdings and performance;
3. Visiting and building relationships with managers, investors, and business executives across diverse industries and geographies;
4. Managing reference calls; and 5. Facilitating in-depth discussions on investment merits and risks.
Oversee research into investment and industry trends, identifying and sourcing strategic investment opportunities.
Prepare investment recommendations, client presentations, and contribute to the production and quality control of quarterly performance reporting.
Act as a key point of contact in client meetings, building trust and understanding their needs, while effectively communicating complex investment strategies and insights.
Aid the founder in operations and build-out of a rapidly growing platform.
Education, experience, and skills :
Minimum of 8 years in finance, with buy-side experience across asset classes, with a preference for expertise in private equity.
Proven track record in sourcing and executing attractive investment opportunities.
Deep analytical skills with the ability to conduct thorough research.
Excellent written and verbal communication.
Ability to build scalable processes in a fast-paced, high-growth environment.
Collaborative leader with a strong team orientation, skilled at building relationships.
Bachelor’s degree required; MBA preferred
Other :
Interested in working in the entrepreneurial environment of a start-up.
Comfortable thinking and acting contrary to consensus.
Intellectually curious, lifelong learner, reader.
Ability to follow facts, admit mistakes, and change one’s mind.
Why Join Intertide? Join Intertide’s founding team and grow with the firm. At Intertide, you’ll be involved in all major decisions—there are no silos. As a boutique firm, we work closely with a select group of families and institutions, helping them achieve their financial and philanthropic goals. With an owner-operator mindset, we focus on delivering strong investment performance and building true partnerships, not just offering advisory services. If you’re entrepreneurial and passionate about purposeful wealth management, Intertide may be the place for you.
Compensation : based on experience.