Investments Director (RPJ Advisors)

The Director of Investments (DOI) reports to the Chief Executive Officer and serves to manage the monitoring and tracking of all approved investments at Rembert Pendleton Jackson (RPJ). This role is primarily focused on providing detailed updates on existing investments, but also includes the vetting of potential new opportunities. The DOI will head our internal Investment Committee meetings, conducted quarterly. Responsibilities will range from client communications with economic updates to screening new funds, providers, and asset classes. A deep knowledge of investments is required. The DOI will ultimately serve as an expert advisor on all investment matters. Additionally, Director of Investments will manage all RPJ institutional clients.

Position Accountabilities

• Track all investments on current approved investment list, including changes in management, investment style, performance, share classes, or price
• Research and identify prospective investment opportunities to align with RPJ's current investment philosophy, including due diligence review
• Review and share relevant economic or fund updates from fund managers and other sources with staff
• Advise Relationship Managers on portfolio construction and asset allocation
• Provide periodic analysis of performance and risk characteristics of various allocation weighting scenarios
• Craft Quarterly Newsletter describing market trends and our approach to asset management
• Maintain internal portfolio construction worksheet (excel-based with formulas)
• Ensure all investments in portfolio reporting software (Tamarac) are properly labeled by asset class and asset sector
• Maintain relationships with existing investment managers and mutual fund wholesalers by coordinating regular meetings for entire staff to provide updates on strategies
• Lead Investment Committee (IC) meetings to update staff on approved investment rankings or changes
• Maintain accurate IC meeting minutes and backup information for compliance review
• Be available for client meetings to discuss intricacies of existing securities in portfolios on an as-needed basis
• Conduct research on prospect's portfolios, offering comparison to proposed RPJ portfolios including typical investment research and metrics (alpha, cost, allocation, etc.)
• Provide on-demand and proactive client communications during market fluctuations
• General familiarity with the day-to-day economic landscape
• Institutional clients:
  
  
  
  • Develop Investment Policy Statement (IPS) and present to Non-Profit board members
  • Manage assets and cash flow for Non-Profit portfolios, adhering to IPS
  • Deliver quarterly reports to applicable board members
  
  
  
  

Organizational Relationship

This position reports to: CEO - RPJ

Position Qualifications

Education & Experience

• BS or BA in business, finance, economics, mathematics, statistics, or a related field
• More than 10 years of professional experience, including asset allocation and manager selection in a multi-asset class portfolio
• MBA and/or completion of the CFA curriculum strongly recommended

Knowledge & Skills

• Strong analytical skills and proficiency with Excel, PowerPoint, and Morningstar
• Fundamental understanding of financial markets, products, and services and experience analyzing investments
• Excellent interpersonal, written, and oral communication skills with the ability to explain complex financial and technical information in an understandable manner to individuals and groups
• High integrity, strong work ethic, team orientation, and genuine intellectual curiosity a must

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.