Head Of Investments Calgary

Lead investment strategy and portfolio construction from Calgary, guiding public and private-market allocations for high-net-worth clients and families.This Head of Investments role leads an established independent Canadian wealth-management firm’s investment platform. You will oversee asset allocation, portfolio construction, external-manager due diligence, and investment decisions. The mandate serves high-net-worth and ultra-high-net-worth individuals through traditional investments, alternatives, and comprehensive financial planning.Key Responsibilities:
Lead investment philosophy, asset allocation, and portfolio constructionOversee portfolios and firm-managed funds, including liquidity and riskSource, select, and monitor external investment managersEvaluate public markets and alternative investment strategiesPresent recommendations within the Investment CommitteeRequirements:
10+ years of progressive relevant experience preferredStrong multi-asset portfolio construction and risk-management knowledgeMeaningful private-market and manager due-diligence experienceInvestment Committee experience and sophisticated client communicationCFA Charter preferred;
Canadian registration eligibility requiredApply institutional investment judgment, alternatives expertise, and portfolio leadership to a growing Calgary-based wealth-management platform.
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