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INVESTOR MANAGEMENT

Role overview

Qualifications

  • Experience managing investment funds to maximize client returns.
  • Ability to select investments or investment mixes and direct trade execution.
  • Strong portfolio performance monitoring and risk management.
  • Proficiency with financial analysis software and data tools (e.g., risk analysis software, SQL).

Responsibilities

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Select or direct the execution of trades.

About the company

Rutherford International logo

Rutherford International

Executive Search

Through a global referral network & performance analytics, Rutherford International provides MANAGEMENT CONSULTING and EXECUTIVE SEARCH solutions to commercial & infrastructure developers, REOC's, REITs, public & private capital, corporate real estate, investment managers, airport authorities and resort developers. How We Select Talent Step One: Our research associates and referral network spans three continents. We use data analytics to winnow their recommendations by building a relevancy score around the prospects' education, skills and experience. Step Two: Our search consultants then establish a shortlist of prospects. We then apply advanced statistical validity analysis to develop highly accurate insight into an individual's natural behaviour. We then correlate this empirical insight with critical on-the-job performance traits and competencies. Outcome: Over 85% of executive hires exceed our client's expectations. ** **Real Estate/Construction/Capital Markets/Investment Performance Benchmarks = Our benchmarks encompass all significant industries and professional classifications. We can predict high potentials for succession planning and high-performers with 85% accuracy. Quality Standard: The goal in executive search is to find talent that meets or exceeds client expectations more than 80% of the time. The selection ratio for this calibre of prospect is 8:1000. Our Real Property Benchmarks: Pres./CEO Real Estate Developer, Pres/CEO IFM, Pres./CEO Large Retailer, CFO, COO, CIO, Project Director - Major Project41, Director Construction, VP Human Resources, Lawyer – Real Estate Development, Chief Corporate Security, VP Retail Operators, VP RE Dev., Director RE Dev., VP Retail Leasing, Senior Mgr. Retail Leasing, Greenfield Retail Leasing, Controller, Senior Accountant Jr./Intermediate Property Accountant, Senior Project Manager, Architect, Portfolio/Asset Manager, Store Manager – Retail, Franchise – Retail.

Company details

Company typeTPE
IndustryExecutive Search
Company size2 - 10

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Job description

This is a remote position.

An Invitation from Forbes Rutherford

Thank you for visiting our career portal. Please note that this is not an active job post but an example of the professionals and positions we seek to attract to the portal to benefit our Rutherford International community membership.


You may be familiar with The Pareto Principle, also known as the 80-20 rule. This extraordinary principle asserts that 80% of outcomes or outputs can be attributed to just 20% of all causes or inputs for any given event, emphasizing its undeniable relevance in understanding performance dynamics. When applied organizationally using behavioural performance metrics, it's surprising to discover that 50% of a company's workforce performs below average, while only 25% operate at par. Even more astonishing is the mere 25% who consistently deliver above-average results. So, in terms of organizational performance metrics, we're dealing with a 75-25 Rule, and it's this "above average" score which we seek in our community members and the candidates we submit to active job posts.


You do not need to be a member to apply for a posted position. However, let's be clear - we are looking for extraordinary candidates, so regardless of status, all candidates presented will require a high probability of success score for the position under consideration.

 

If the position titles below fit your profile, we want to learn more about you. Please submit your CV or LinkedIn profile, and a member of Rutherford International's research team will be in contact. 


Investor Management 

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid and fixed assets supplied by institutional investors or individual investors.

Sample of reported job titles: Fixed Income Portfolio Manager, Fixed Income Vice President (Fixed Income VP), Investment Analysis Vice President (Investment Analysis VP), Portfolio Manager



Requirements


Tasks

  • Manage investment funds to maximize return on client investments.
  • Select specific investments or investment mixes for purchase by an investment fund.
  • Monitor financial or operational performance of individual investments to ensure portfolios meet risk goals.
  • Select or direct the execution of trades.
  • Develop or implement fund investment policies or strategies
Technology Skills
  • Analytical or scientific software — Risk analysis software; SAS; Statistical analysis software
  • Database user interface and query software — Microsoft Access; Structured query language SQL 
  • Enterprise resource planning ERP software — Oracle Hype; SAP
  • Financial analysis software — Portfolio analysis software; SunGard Financial Systems AddVantage
  • Presentation software — Microsoft PowerPoint
Knowledge
  • Economics and Accounting — Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.
  • English Language — Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Mathematics — Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • Customer and Personal Service — Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Administration and Management — Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modelling, leadership technique, production methods, and coordination of people and resources.
Skills
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking — Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Reading Comprehension — Understanding written sentences and paragraphs in work-related documents.
  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one.
  • Speaking — Talking to others to convey information effectively.
Abilities
  • Deductive Reasoning — The ability to apply general rules to specific problems to produce answers that make sense.
  • Oral Comprehension — The ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Oral Expression — The ability to communicate information and ideas in speaking so others will understand.
  • Written Comprehension — The ability to read and understand information and ideas presented in writing.
  • Inductive Reasoning — The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Work Activities
  • Getting Information — Observing, receiving, and otherwise obtaining information from all relevant sources.
  • Analyzing Data or Information — Identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.
  • Making Decisions and Solving Problems — Analyzing information and evaluating results to choose the best solution and solve problems.
  • Processing Information — Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Working with Computers — Using computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
Work Context
  • Electronic Mail — 100% responded “Everyday.”
  • Telephone — 92% responded “Everyday.”
  • Duration of Typical Work Week — 87% responded “More than 40 hours.”
  • Face-to-Face Discussions — 83% responded “Everyday.”
  • Spend Time Sitting — 75% responded “Continually or almost continually.”
Job Zone
Title
Job Zone Five: Extensive Preparation Needed
Education
Most of these occupations require graduate school. For example, they may require a master's degree, and some require a Ph.D., M.D., or J.D. (law degree).
Related Experience
Extensive skill, knowledge, and experience are needed for these occupations. Many require more than five years of experience. For example, surgeons must complete four years of college and an additional five to seven years of specialized medical training to be able to do their job.
Job Training
Employees may need some on-the-job training, but most of these occupations assume that the person will already have the required skills, knowledge, work-related experience, and/or training.
Job Zone Examples
These occupations often involve coordinating, training, supervising, or managing the activities of others to accomplish goals. Very advanced communication and organizational skills are required. Examples include pharmacists, lawyers, astronomers, biologists, clergy, neurologists, and veterinarians.


  • Direct financial operations.
  • Develop organizational policies or programs.
  • Implement organizational processes or policy changes.
  • Approve expenditures.
  • Analyze forecasting data to improve business decisions.


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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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