Senior Director of Private Investments

1 week ago

Montreal, Quebec, Canada Patrimonica Full time
Job Title: Senior Director of Private Investments

Patrimonica Asset Management Inc. and its Wealth Management Advisory division iNFiNi-t is seeking a Senior Director of Private Investments to join our team.

The ideal candidate will have at least 10 years of experience in an external manager selection and due diligence role, with a strong understanding of investment and operational processes. They will be responsible for researching, selecting, and monitoring alternative strategy managers, with a focus on private markets funds.

The Senior Director will work closely with the Chief Investment Officer to prioritize manager research, lead the search for new managers, and perform detailed due diligence on shortlisted managers. They will also be responsible for continuously monitoring the current portfolio of managers and recommending any changes or terminations as needed.

The successful candidate will have a CFA designation, a Bachelor's or Master's degree in finance or a related field, and excellent analytical and communication skills. They will be bilingual in French and English, with excellent presentation skills and the ability to establish and maintain strong relationships with internal and external contacts.

Key Responsibilities:

  • Research and select alternative strategy managers
  • Perform detailed due diligence on shortlisted managers
  • Monitor the current portfolio of managers and recommend changes or terminations as needed
  • Work closely with the Chief Investment Officer to prioritize manager research and lead the search for new managers

What We Offer:

  • Competitive salary
  • Annual Bonus Program
  • Group insurance, including dental, glasses, and disability, paid at 70% by the employer
  • Group RRSP with employer co-contribution
  • Compressed summer schedule for July to September
  • Holiday leave: 5 days of paid leave, including the two statutory days
  • Day off on birthday
  • Allowance for physical activity or other benefit chosen by the employee
  • Telecommuting allowed (2-3 days per week)

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