Friday, October 31, 2014

Dir of Manager Due Diligence, AssetMark - Encino

Director of Manager Due Diligence, AssetMark, Inc. - Encino, CA

Director of Manager Due Diligence
You are a self-directed, highly skilled evaluator of investment managers, seeking a company where your expertise in manager due diligence will be valued. Your quantitative and qualitative skills in multi-asset or fund-of-funds environments complement our active portfolio construction and risk management. As our next Director of Manager Due Diligence, you will play a key role in our delivery of cutting-edge investment solutions. If this sounds like a great match for your next important career move, read on to learn more.

As Director of Manager Due Diligence, based in our Encino, California, office, you will report to the Chief Investment Officer of Savos Investments and play a vital role in our open, collaborative environment. As a hands-on senior professional in our multi-strategy investment company, you will analyze and evaluate external managers and their potential impact on a variety of multi-asset class portfolios. Your experience identifying sustainable competitive advantage (or lack of such) across a variety of funds, ETFs, and separate accounts will be crucial to your success. We’re looking for an exceptional communicator, capable of handling large rooms, one-on-one meetings, and impromptu conference calls. Part of what makes this highly visible role compelling is the opportunity to develop, analyze, and source alternative and unconstrained investment strategies. As part of a cross-functional team, you will contribute to our big picture allocation decisions in addition to accomplishing your manager evaluation activities.

Our ideal Director of Manager Due Diligence will have seven or more years of manager evaluation and oversight in a multi-asset class or FOF environment. Hedge fund experience is desirable. You will have a track record of managing unconstrained mandates and absolute return objectives not tied to published indices. Your proven knowledge of a broad range of risk and return drivers, and your ability to grasp their overall impact on multi-manager product management is crucial to success in this role. You will also have five or more years of evaluating the derivatives exposure with ’40 Act funds. You have earned the Chartered Financial Analyst (CFA) designation; an MBA in finance or a relevant area is desirable.

The opportunity to be an integral part of Savos' success is here, waiting for you to step into your future. If you are intrigued by this exciting challenge, apply today for our thoughtful consideration.  
AssetMark, Inc. is a leading strategic provider of groundbreaking investment and consulting solutions created to serve independent financial advisors and help them make a difference in the lives of their clients. Through a consistent program of engagement, education and community-building, AssetMark brings like-minded advisors together to share their ideas, experiences and solutions. This collaboration guides our development of investment, client relationship and practice management tools that advisors can tap to help clients achieve their investment objectives and life goals.

We are always seeking bright, creative, energetic individuals who want to learn and grow with the company. AssetMark is an innovative organization, delivering the best services in the industry. We offer a rewarding work environment, competitive salaries, full benefits, and excellent opportunities for career growth. We are headquartered in the San Francisco Bay Area. We also have regional offices in Chicago, Illinois, Phoenix, Arizona, and Encino, California. Become a part of our growing team today!

Link to Job Application:      

Related Keywords: investment manager, director, manager due diligence, risk management, active funds, passive funds, liquidity, tax reporting, portfolio management, asset allocation, mutual funds, annuities, speaking, white papers, reports, hedge fund, ETFs, factor analysis, CFA, qualitative analysis, quantitative analysis, CAIA, PRM, FRM, MBA

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