Director of Research Position Available In Fulton, Georgia

Tallo's Job Summary: The Director of Research position at our partner RIA firm requires a minimum of 10 years of investment research experience and a Bachelor's degree in Finance, Economics, or Business. The role involves leading and refining investment research efforts, optimizing due diligence processes, developing alternative investment capabilities, and mentoring junior team members. Proficiency in Bloomberg, Morningstar Direct, and Orion is a plus.

Company:
Windward Recruiting
Salary:
JobFull-timeOnsite

Job Description

Job Description:

We are seeking a Director of Research to lead and refine theinvestment research efforts of our partner RIA firm. This role willbe instrumental in building the research platform, optimizing duediligence processes, and driving the development of alternativeinvestment capabilities.

Duties & Responsibilities:

Lead and enhance investment research methodologies to ensure arobust and evolving research framework. Oversee due diligence and evaluation of investment managers,ensuring alignment with strategic objectives. Develop and maintain a curated focus list of high-qualityinvestment products. Conduct deep research on investment strategies, includingalternative investments, and present findings internally andexternally. Guide and mentor junior research team members to developinstitutional-quality research capabilities. Integrate AI and technology-driven processes to streamlineresearch and reporting. Collaborate with leadership to optimize the investmentplatform, support acquisitions, and enhance portfoliostrategies. Stay ahead of market trends, economic shifts, and industrydevelopments impacting investment strategies.

Qualifications:

Minimum 10 years of investment research experience, ideallywith experience in a leadership role. Bachelor’s degree in Finance, Economics, or Business (MBAand/or CFA preferred). Strong managerial and mentoring skills, with a focus ondeveloping research teams. Exceptional communication skills-must be able to translatecomplex investment concepts into clear, actionable insights. Experience with alternative investments and multi-assetstrategies preferred. Proficiency in Bloomberg, Morningstar Direct, and Orion is aplus. Entrepreneurial mindset with a builder mentality-someone whothrives in a fast-growing, high-performance environment. #J-18808-Ljbffr

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