Associate Director, Investments Salary at Dynasty Investments BETA

The Director of Investments is an integral component of Roach McIntyre & Associates, as they will manage and elevate multi-generational client relationships, cultivate active client relationships, and provide direct investment advisement in line with our core values and planning philosophy. Additionally, the Director of Investments will oversee the preparation of materials, onboarding, and funding new accounts, as well as manage account monitoring, trading, and servicing. WHAT WE LOOK FOR IN A CANDIDATE Cultural Fit: personality & professionalism aligning with our values | mature, positive, & friendly Team Player – willingness to learn from and/or help others Adept Soft Skills: integrity, adaptability, critical thinking, empathy, & dependability Solid Analytical Skills - methodical and knowing the details that matter Excellent Social Skills: oral, written, & interpersonal communication Organizational Strength: time management, attention to detail, & high degree of accuracy Collaborativ

Virtera Partners, a boutique investment firm specializing in alternative investments, is seeking a Director of Investments to join our team. This role offers a unique opportunity to make a significant impact on our company's success and enjoy meaningful growth opportunities. As Director of Investments, you will: Report directly to the Chief Investment Officer and have a high degree of autonomy Play a pivotal role in shaping the firm's investment portfolio and strategy Work in a small, collaborative team environment Responsibilities Source, evaluate, and recommend investment opportunities across all asset classes, including private equity, real estate, and hedge funds Conduct comprehensive due diligence on potential investments, preparing detailed written recommendations for investment allocation decisions Cultivate and maintain relationships with top-tier fund managers and peers within the investment industry Facilitate operational and legal due diligence on underlying fund managers an

Director of Investments Location: Miami, FL Compensation: $125,000 - $175,000 base salary Our client, a well-established financial services firm, is seeking a Director of Investments (or Director of Planning) to lead investment strategy, portfolio construction, and client engagement efforts. This role is ideal for a CFA-certified professional who holds a Series 7 license and is passionate about financial planning and investment management. Key Responsibilities: Develop and manage customized investment portfolios tailored to client needs. Oversee the firm's investment menu, asset allocation, and risk management strategies. Conduct financial modeling and scenario analysis to optimize client outcomes. Engage directly with clients, providing guidance on investment decisions, portfolio strategies, and financial planning. Lead annual portfolio reviews, ensuring alignment with client objectives and market conditions. Collaborate with advisors to deliver high-touch, strategic client service. E

Sr. Investment Director (1437)Aramco Ventures - Houston, TX - Full Time JOB PURPOSE: Aramco Ventures (AV) is the corporate venturing arm of Aramco, a world leading integrated energy and chemicals company. The mission of the strategic venturing program our $1.5 billion sustainability fund and $500MM digital/industrial fund is to invest globally into start-up and high growth companies with technologies of strategic importance to Aramco, to accelerate their development and deployment in Aramcos operations. Established in 2012 with an initial investment capital allocation of $500MM, AV is a leading corporate venturing program globally and within the energy industry, and aims to be seen as a leading value-adding strategic investor in the global venture capital community. The Sustainability fund, announced in October 2022, supports Aramcos ambitions to achieve net-zero Scope 1 and 2 greenhouse gas emissions across its wholly-owned operated assets by 2050, development of new lower-carbon fuel

Location Village on Memorial - 15200 Memorial Drive Business We are a leader in the single-family rental (SFR) Aggregation space with over 10,000 homes across the Southeast and Midwest. Maymont Homes was founded in 2011 to bring technology to the single-family rental space. Over the years we have become a full-service acquisition, renovation, and property management company growing throughout the South and Midwest. By the application of efficient processes enabled by advanced software, our company can provide clean, safe, affordable housing to thousands of people. We strive to offer better living opportunities for individual families, which ultimately improve the lives in the communities we serve! Job Description Job Title: Director, Community Investments Western Region Reports to: Chief Investment Officer FLSA Status: Exempt Supervise Others: Yes Primary Responsibilities: The Director of Community Investments- Western Region is responsible for identifying, underwriting, negotiating, a

Capital Analysts of New England is a successful wealth management firm, located in Braintree, Massachusetts. Founded in 1972, we were a forerunner of the financial planning movement and today we are one of the industry’s most innovative providers of diverse financial services. We place great value on integrity, enthusiasm, and teamwork. We also offer a great working environment, long-term growth, and competitive compensation. Introduction: We're seeking a dynamic individual to join our team as a Director of Investments and Financial Planning. This role combines investment analysis as well as strategic financial planning support, providing an exciting opportunity to contribute to our clients' financial success. If you're passionate about the financial industry and thrive in a collaborative environment, this position offers an excellent opportunity for professional growth and impact. Responsibilities: Assist a team of advisors overseeing over $2 billion in assets under management (AUM).

Summary: The Director of Corporate Investment Operations is responsible for overseeing investment transactions, optimizing financial and operational processes, and managing investor relations. Reporting to the CIO, this role ensures smooth deal execution, financial oversight, and strategic alignment between investment, finance, and operations teams to drive efficiency and growth. Duties and Responsibilities: - Coordinate deal execution, working closely with investment, operations, and finance teams to ensure smooth closings and investor reporting. · Assist in due diligence efforts for new investment opportunities, collaborating with internal teams and external partners. · Support refinancing and property sales by working with brokers and advisors to maximize returns. · Develop and maintain tracking systems for active and historical transactions, ensuring transparency and efficiency. · Implement standardized operating procedures for underwriting, closing, and post-investment operations

The Investment Director will oversee the research and development of investment content for the company’s publications. This role involves leading a team of analysts and writers, developing investment strategies, and ensuring that the financial content produced is accurate, insightful, and valuable to readers. The Investment Director will be responsible for maintaining the company's reputation as a trusted source of financial information. KEY RESPONSIBILITIES Content Development: Develop and oversee the production of high-quality investment research and analysis for various publications, including articles, reports, and newsletters. Ensure all content is accurate, insightful, and aligned with the company’s editorial standards and objectives. Investment Strategy and Research: Lead the development of investment strategies and market analysis to inform the content produced by the company. Conduct in-depth research on various asset classes, market trends, and economic conditions to provide