Description
Join Dynamic Funds as the Director of Alternative Asset Allocation, located in Montreal or Toronto. This role is crucial in guiding the integration of alternative assets for enhanced portfolio performance.
As a director, you will collaborate with distribution teams to offer tailored investment strategies that incorporate liquid alternatives and private market assets. Your expertise will contribute to developing educational content for clients and ensuring seamless communication between sales and investment teams. This position demands strong analytical skills and the ability to translate complex investment strategies into actionable insights for various advisory clients.
Key Responsibilities:
• Collaborate with teams to position multi-asset solutions
• Provide portfolio analysis and customized recommendations
• Educate advisors through workshops and materials
• Design frameworks for asset allocation across profiles
• Develop compelling portfolio illustrations demon...
As a director, you will collaborate with distribution teams to offer tailored investment strategies that incorporate liquid alternatives and private market assets. Your expertise will contribute to developing educational content for clients and ensuring seamless communication between sales and investment teams. This position demands strong analytical skills and the ability to translate complex investment strategies into actionable insights for various advisory clients.
Key Responsibilities:
• Collaborate with teams to position multi-asset solutions
• Provide portfolio analysis and customized recommendations
• Educate advisors through workshops and materials
• Design frameworks for asset allocation across profiles
• Develop compelling portfolio illustrations demon...
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