Director, Investment Research

Overview

The role of the Director is to focus on leading investment manager diligence (hedge funds, private equity, venture, mutual funds, SMA, etc.) both on investment and operational aspects, while also engaging with liquid and private / direct investments and active options strategies. This role supports the Twin Focus Research Team (TFRT) and collaborates with TFRT junior staff on project management and reporting for investment research presentations. It requires exceptional problem-solving, cross-functional collaboration, and the ability to translate complex AI-driven analyses into clear strategic recommendations for Executive Management and Portfolio Managers.

Primary Responsibilities

• 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 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, including 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, focusing on ensuring information used by FOMT is current (e.g., fund descriptions, recommendations, and fund documents).
• Initiate and complete research independently and support analyst(s) and intern(s).
• Mentor and assist junior staff as needed.
• Collaborate with the investment research and portfolio advisory team to evaluate market trends across regions and strategies and prepare highly analytical and professional findings for colleagues and clients.

Requirements

Education : Bachelor’s degree required; postgraduate degree in Finance, Economics or Statistics preferred. Advanced degrees and / or certifications 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. Experience identifying themes and sourcing funds is required. Experience with private and direct investments is not critical initially.

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

Skills

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