Background

Wetherby Asset Management provides customized investment advice, as well as thoughtful, personalized wealth planning strategies. The firm was founded in 1990 with an overriding philosophy – to provide the highest level of investment advice with no conflicts of interest, always placing the client’s interests first. Wetherby has a national client base with over $4 billion in assets under advisement.
 

Job Description

Working closely with the Investment Committee and the Research Team, the Director of Research is ultimately responsible for delivering active investment research to support the success of Wetherby’s investment strategies and portfolios. The Director of Research provides overall management and oversight of the Research Team and research process at Wetherby. The Director of Research is a senior leadership role within the firm and reports to the CEO.
 

Principal Duties and Responsibilities

Research

• Determine appropriate resource allocation and optimal mix of internal and external resources
• Establish the Research Team’s priorities and deliverables
• Drive research across asset classes to support the firm’s investment lineup
• Shepherd investment recommendations made to the Investment Committee
• Directly support ongoing research projects as necessary

Investment Strategy and Management

• Support the development and evolution of the firm’s investment philosophy, policies and procedures, processes and reporting and performance metrics
• Help develop and communicate the firm’s market and economic views, and how these views translate into portfolio strategy
• Monitor investment themes and support the development of asset allocation views
• Maintain oversight of firm’s investment model and strategic and tactical asset allocations
• Monitor investment results over time

Leadership

• As Chair of the Investment Committee, develop research and investment goals and priorities with the Investment Committee
• Guide sub-committees’ (Manager and Asset Allocation) leaders and members
• Represent the Research Team on the firm’s Management Committee and in overall firm-level decisions and governance matters

Communication

• Provide reports on firm’s market and economic “views” to external clients including through client conference calls and quarterly client newsletters
• Support the development of investment marketing materials and proposals
• Assess and address the communication needs of internal staff and external clients
• Present research to internal staff and external clients as necessary

Team Development

• Set goals for the Research Team and monitor progress and results of their efforts
• Guide, mentor and develop the capabilities of research analysts and associates
• Inform and mentor other professionals within the firm
• Drive recruitment for Research Team members as needed

 
Minimum Qualifications

• 20+ years investment management experience
• Bachelor’s degree and advanced degree in business administration, finance or economics or CFA charterholder required
• Generalist investment knowledge and experience across asset classes required
• Demonstrated experience in manager selection and monitoring
• Strong knowledge of asset allocation including asset class forecasting and portfolio construction
• Demonstrated progressive responsibility in investment management and administration with experience building a performance driven investment organization and a demonstrated track record of hiring, training and retaining investment professionals
• Working knowledge of data vendors such as Morningstar, Factset, MPI, eVestment
• Strong oral and written communications skills