Investment Principal

Global Outsourced Investment Firm


Financial Services


San Francisco, CA





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Position details

Client / Situation

  • Our client is a global outsourced investment office with $40 billion in assets under management, and clients comprised of institutions, family offices, and sophisticated high net worth individuals
  • They engaged us to find an Investment Principal who will be responsible for supporting client portfolio management, conducting investment research, designing and developing new financial products, driving business development, and various firm-wide initiatives as needed

Objectives / Mandate

  • Manage multi-asset class portfolios for clients by developing specialized investment strategies to provide curated financial advice matched to clients’ goals and constraints
  • Run periodic portfolio review meetings and maintaining high touch communication to educate clients on broad market views and investment decisions
  • Mentor and advance professional development of junior team members
  • Research, identify, and follow up with prospective clients and new lines of business
  • Occasionally execute due diligence sourcing and monitoring for new investments

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