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Type of Role: InvestmentsResearch

Experience Level: VP/Principal/Director

Location: Philadelphia, Pennsylvania

Salary: $289K - $402K

Since 1923, Pitcairn has been a leading family office, helping many of America’s most successful families protect and grow their wealth, and build legacies that span generations. Because of our uniquely integrated approach to wealth, our clients have lived—and thrived—through ever-changing market conditions and generational shifts. They value expert, unbiased advice, and are seeking chemistry and a true partnership with their trusted advisor that is critical to their future success. Our consistent delivery of an exceptional client experience – “The Pitcairn Experience” – is dependent on this. Details below.


The Director of Research is responsible for leading Pitcairn’s strategy for liquid and semi-liquid investment solutions while supporting the firm’s asset allocation research. Primary responsibilities include identifying investment access points for global equities, global fixed income, real asset strategies and certain alternative investments. Secondary responsibilities include asset allocation guidance and risk management support.


  • Provide due diligence and manager selection for global equities, global fixed income, real assets and liquid alternative investments.
  • Manage relationships with new and existing managers, build out the required set of investment solutions and gain broad investment market insights and intelligence.
  • Strategize and socialize ideas and recommendations for global economic, strategic, and opportunistic asset allocation frameworks. Develop appropriate investment mixes for specific, investment-oriented client relationships.
  • Provide research (trends, flows, market intelligence) for all major asset classes.
  • Develop and recommend investment asset mixes for existing clients and prospects.
  • Create robust investment deliverables to support the relationship management team and clients.
  • Deliver presentations to the family office group, existing clients or prospects as required.
  • Serve on the Investment Strategy and Due Diligence Committees, as a resident expert for liquid and semi-liquid public investments.
  • Perform other duties as assigned by the Chief Investment Officer for the effective and successful operation of the Investment Department.


  • Bachelor’s or advanced degree in business, finance, or economics.
  • A minimum of 15 years experience with asset allocation, portfolio construction, risk management and/or manager due diligence.
  • Experience supporting investment-oriented client interactions.
  • Experience managing a small team preferred.
  • Strong quantitative skills and high functionality with Excel.
  • Knowledge of risk management approaches and tools.
  • Excellent computer skills including Microsoft Office and investment performance analytics.
  • Strong functional knowledge of Bloomberg, Morningstar Direct, Backstop, SS&C, eVestment or other research database systems.


CFA or CAIA required.


Successful candidates will possess a broad range of skills including:

  • Strong analytical, quantitative and project management skills.
  • Strong interpersonal skills with excellent written and verbal communication.
  • Intellectual curiosity lending itself to strategic thinking and creative problem solving.
  • Self-motivation with accountability, responsiveness, and communication.
  • Ability to influence and establish credibility, trust, and confidence with internal/external stakeholders.
  • Ability to work both as an individual and as a collaborative member of the Investment Team.

Pitcairn is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to their race, color, religion, ancestry, national origin, sex, gender identity, sexual orientation, age, disability, marital status, domestic partner status, status as a parent or medical condition. Pitcairn complies with applicable state and local laws governing non-discrimination in employment in every location in which the Company has facilities. As an investment advisor, employees of Pitcairn may be subject to certain limitations on personal investment activities.