Strategic Investment Leader, Stonewood Group Inc.

4 days ago


Old Toronto, Canada Stonewood Group Inc. Full time

We are seeking a highly skilled Strategic Investment Leader to join our team at Stonewood Group Inc. in Toronto. This is a senior-level position that requires a strong background in investment management and a proven track record of success.

Company Overview

Stonewood Group Inc. is a leading multi-family office that provides trusted counsel to successful and entrepreneurial families in Canada. We offer a unique blend of financial, tax, and estate planning services designed to help our clients achieve their long-term goals.

Salary

The estimated annual salary for this position is $250,000-$300,000, commensurate with experience.

Job Description

As a Strategic Investment Leader, you will play a key role in overseeing our firm's investment function and developing strategies to drive growth and success. Your responsibilities will include:

  1. Developing and implementing investment plans that align with our clients' goals and risk tolerance.
  2. Oversight of the investment committee, including chairing meetings and ensuring that all stakeholders are informed and engaged.
  3. Leading investment activities and providing thought leadership on all investment matters.
  4. Communicating investment results and trends to staff, clients, and other stakeholders.
  5. Researching and developing new opportunities for clients to invest in.
Required Skills and Qualifications

To be successful in this role, you will need:

  • An undergraduate degree and CFA designation.
  • Strong knowledge of the wealth/investment management industry, preferably with family office or private family experience.
  • Superior communication skills, with the ability to simplify complex financial concepts for non-financial professionals.
  • Strong quantitative and qualitative analytical skills, with experience in examining, interpreting, and evaluating data.
  • Experience building investment strategies for private/taxable investors, including selecting investment managers and developing asset allocation strategies.
Benefits

We offer a competitive compensation package, including benefits such as health, dental, and vision insurance, as well as a 401(k) plan. You will also have access to ongoing training and professional development opportunities.

Others

This is an exciting opportunity to join a dynamic and growing organization and contribute to the success of our clients. If you are a motivated and experienced investment professional looking for a new challenge, we encourage you to apply.



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