Director Investment Management

Hamilton Capital • Columbus, OH

9d

About The Position

Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Director of Investment Management is responsible for delivering strong investment results through research, analysis, and personal oversight of specific asset classes or risk factors within the firm's fully discretionary investment strategies, custom portfolios, and additional investment vehicles. This role focuses on strategic asset allocation and portfolio construction rather than individual security selection. The Director will research, analyze, and enhance the team's understanding of assigned investment asset classes, risk factors, macroeconomic conditions, investment managers, and products within the scope of our overall investment strategy and process. Additionally, the Director will help lead model development, analysis, testing, and production of analytics that inform portfolio understanding, decision-making, and regulatory compliance.

Requirements

• Bachelor's degree required with an emphasis in business, economics, finance, or investments, unless relevant experience can be easily demonstrated.
• 5-10 years' experience in Investment Analysis or Management, Economics, Finance, Accounting, Capital Markets, or related field preferred.
• Effective user of MS Office products with ability to quickly learn other software.
• Excellent analytical, relational, and organizational skills.
• Strong quantitative, oral and written communication skills.
• Personally accountable and responsible.
• Patience, preference, and appreciation for a process-driven methodical approach over short-term, tactical, technical, or trading oriented investment programs required.

Nice To Haves

• Master's degree/equivalent and/or Chartered Financial Analyst (CFA) progress or certification preferred but not required.
• Experience or focus on top-down, global asset class research and/or allocation is preferred but not required.
• Familiarity with the Bloomberg platform preferred.
• Demonstrable programming ability in R, Python, or language of equivalent complexity welcomed.

Responsibilities

• Conduct and improve efforts to strengthen, deepen, and expand suite of research; bring new ways to look at assigned markets/risks on a frequent basis. Innovate through improvement in existing asset class coverage and the initiation of new coverage.
• Personally recommend, manage, and be accountable for investment positions and portfolios that deliver returns consistent with strategic goals as measured against established benchmarks.
• Develop, execute, and improve processes to efficiently create, capture, and evaluate proprietary and secondary research and analysis for assigned asset classes, regions, factors, sectors and/or risks.
• Efficiently generate and interpret proprietary portfolio and markets data and analysis for assigned asset classes, regions and/or risk, and accurately translate into portfolio positions and changes.
• Periodically inform firm members of research insights and strategies to help shape discussions with clients.
• Display increasing leadership throughout all activities of the team, including mentoring less experienced team members.
• Productively argue for/against portfolio decisions based on acquired expert knowledge and articulate succinctly and clearly, with overwhelming evidence.
• Analyze managers'/sub-advisors' attributes of performance, process, and other characteristics and continually improve the policies and processes in this key area.
• Support implementation of maintenance, special requests, and strategy-related trading.
• Other duties as assigned by more senior team members to ensure superior investment performance and company results.

Benefits

• Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
• Thought leadership and innovative thinking are valued and rewarded
• Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
• Individual and Team Incentive Plans
• Complimentary investment management and financial planning services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees