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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Boston, Massachusetts

Salary: $123K - $224K

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting and OCIO firm advising more than 250 institutional and private clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets. $10 billion AUM. Details below.

The job

As a Director of Investment Services, you will lead and support a team of investment professionals whose mission is to deliver first-class client service to our clients. Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals. You and your team will work closely with all departments, including compliance, research, consultants, and business support, to achieve client and financial goals. In this role, you will be expected to understand and advocate for industry best practices and innovate processes and procedures as appropriate.

You’ll be responsible for:

  • Leading the development and daily activities of an investment team that consists of Investment Associates, Performance Analysts, and a Client Service Coordinator. Your team is responsible for all client-related activities and quality control of materials for approximately 80-100 different client relationships.
  • Owning the Investment Associate responsibilities for 3-6 strategic relationships.
  • Collaborating with the Head of Investment Services to ensure smooth scheduling coordination and maximization of schedule adherence, providing input on unit conditions, identifying needs, and receiving direction on real-time staffing changes.
  • Working other Directors of Investment Services to develop, communicate, and implement business plans that meet short- and long-term business needs.
  • Owning daily risk mitigation and weekly/monthly/quarterly reporting for scheduled adherence to internal and client expectations (responsible for the team meeting all targets and deadlines).
  • Providing positive leadership that sets standards and expectations for the team and promotes employee engagement, development, teamwork, trust, ownership, excellence, and creativity.

We’re looking for:

  • 5+ years of investment industry experience focused on client service, performance measurement, and operations. Experience in consulting or investment management is required.
  • Bachelor’s degree in finance or business-related field
  • CFA (Chartered Financial Analyst), CAA (Chartered Asset Allocator), CIPM (Certificate in Performance Measurement), or CAIA (Chartered Alternative Investment Analyst) designation (or progress toward these credentials) is highly desired
  • Experience in direct or indirect supervising, coaching, mentoring, and developing individuals
  • In-depth knowledge of the structure, liquidity, and appropriateness of various investment vehicles
  • Experience with investment performance measurement and accounting

What We Offer

At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we’ll shower you with perks, including:

  • Flexibility: With our hybrid workplace, feel free to skip the commute and hit your deadlines from home two days a week.
  • Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
  • Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
  • Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.