Director, Investment Research

Job Description

The role of the Director is to focus on leading investment manager (hedge funds, private equity, venture, mutual funds, SMA, etc.) diligence (investment and operational), while also being engaged with liquid as well as private and direct investments, and active in options strategies, ad hoc research and operations for the Twin Focus Research Team (TFRT). This includes working with and supporting the TFRT junior staff in project management and reporting for investment research presentations. This role requires exceptional problem-solving, cross-functional collaboration, and the ability to translate complex AI-driven analyses into clear strategic recommendations for Executive Management & Portfolio Managers. 

Primary Responsibilities

The successful candidate will have a background in public and private investment research, identifying global equity strategies and monitoring strategies and investments on behalf of UHNW clientele. This individual will demonstrate a passion and enthusiasm for building and delivering on unique and innovative strategy trends, through presentations and reports.

They must possess the ability to read the business and macroeconomic landscape and adapt strategy to deploy innovative projects and solutions, and to leverage information to make critical and timely business decisions.

• Identify and conduct due diligence on global equity managers that best meet the needs, performance objectives, and risk tolerance of the firm’s clients

• Analyze and support fun administration and organization for various investment vehicles and projects

• Maintain business relationships with industry participants, collaborating with colleagues to develop recommendations to the Firm and its clientele

• Complete written research used by clients and colleagues to support investment decisions. This includes concise commentaries summarizing meetings with fund managers, in-depth due diligence reports, and other periodic research pieces.

• Lead responsibility for completeness and integrity of fund data, with focus on making sure information used by FOMT is current, e.g., fund description and recommendation as well as fund documents

• Initiate and complete research independently and support analyst(s) and intern(s).

• Mentor and assist the junior staff as needed

• Collaborate with the investment research and portfolio advisory team to evaluate market trends across regions & strategies and prepare highly analytical and professional findings to colleagues and clients. 

Requirements

Education: Bachelor's degree required, post graduate degree in Finance, Economics or Statistics preferred, in addition to an advanced degree(s) and/or certification(s) such as: CFP, MBA, CFA, CPA, JD, etc., are highly recommended.

In Office Environment. This role is primarily in-office, fostering close collaboration, creativity, and real-time problem-solving across TwinFocus’s business units.

Experience: 5 years of experience conducting quantitative or capital markets research in investment management or a closely related field. Need experience to identify themes and source funds. Experience with private and direct investments is not critical initially.

Other: Occasionally, a nontraditional work week will be necessary, inclusive of night and weekend work and be required when under tight deadline. Minimal international and/or local travel may be required at times to facilitate or accommodate client service or business needs.

Skills

• Demonstrated ability to write and present on technical topics in a clear, engaging and effective manner.

• Technical fluency in AI applications, leveraging data-driven insights to assess investment opportunities, operational efficiencies, and competitive positioning

• Computer programming skills including the use of spreadsheets and statistical packages.

• Must be able to accurately and appropriately define and articulate relevant and complex research topics to a broad audience.