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Senior Investment Director

Senior Investment Director

Legal & General Investment Management AmericaChicago, IL, United States
30+ days ago
Job type
  • Full-time
Job description

Overview

The Senior Investment Director will largely focus on US institutional investors in the Midwest region, particularly DB pension plans. The primary role is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the investment landscape, strong existing relationships with institutional investors, and a proven track record of successful capital raising.

Responsibilities

  • Contribute to them AUM growth of L&G’s investment management business by introducing the firm’s global fixed income, LDI, equity index and private markets strategies directly to institutional investors
  • Cultivate and manage key relationships with prospective clients in the Midwest US, fostering long-term partnerships and enhancing L&G’s reputation within the institutional investment community.
  • Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects, ensuring alignment with L&G’s broader business objectives.
  • Create and implement business plan to grow AUM of L&G strategies in the Midwest
  • Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
  • Respond to investor demand and in partnership with portfolio management and relationship management, create opportunities for L&G to grow market share across all strategies.
  • Facilitate, collaborate with and influence internal L&G partners (portfolio management, trading, distribution, marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
  • Develop deep product knowledge across investment options - including fixed income and index.
  • This person will also have contact with the consultant community. The Senior Investment Director must work closely will all other Investment Directors, Head of Distribution and Head of Consultant Relations to optimize efforts.
  • Prepare as well as deliver presentations and briefings
  • Target at least 10-15 meetings per month

Qualifications

  • Proven track record of asset raising, ideally with a institutional investment manager offering fixed income and index strategies
  • Proven relationship-building skills, with a well-established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long-term partnerships that have contributed to business growth.
  • Minimum of 15 years of experience in the financial services industry, with at least 7 years of direct experience in sales / distribution / client service
  • Extensive background in finance and investment markets, including the ability to effectively interact with senior investment and research personnel on fixed income, equity markets,
  • index / passive strategies, macroeconomics, and portfolio strategy. Private markets experience a plus.
  • Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
  • Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee, CIO, Treasurer, Portfolio Manager, and Field Consultant).
  • Ability to work effectively in a collaborative, highly collegial, financially sophisticated, entrepreneurial, and team-oriented environment.
  • Strong personal characteristics of initiative, enthusiasm, commercial instinct, professionalism, integrity and creativity.
  • Outstanding communication and presentation skills, both verbal and written.
  • BA / BS.
  • MBA and / or CFA preferred.
  • Must be able and willing to travel.
  • Strong work ethic – detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation.
  • Has a competitive winning spirit.
  • A flexible, can-do attitude and the ability to form solid working relationships across other groups and teams.
  • Task and project focused, can set and meet deadlines; effective at prioritizing work streams.
  • Able to provide insights that are applicable, timely and understandable.
  • Demonstrated ability to "see around corners" to anticipate / identify problems and opportunities.
  • Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
  • Adherence to the values of integrity, excellence, teamwork and results.
  • Ability to be an active listener
  • Salary Range

    $175,000 - $225,000

    The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include : supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

    EOE Statement

    As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and / or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2024)

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