Investment Director

The role of the Investment Director is to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. This role requires a deep understanding of the institutional investment landscape and a proven track record of successful capital raising.

Responsibilities:

• Contribute to the AUM growth of L&Gs investment management business by introducing the firms global fixed income LDI equity index and private markets strategies directly to institutional investors
• Cultivate and manage key relationships with prospective clients fostering long-term partnerships and enhancing L&Gs reputation within the institutional investment community.
• Collaborate with consultants and the sales teams to identify and secure new business opportunities from institutional prospects ensuring alignment with L&Gs broader business objectives.
• Create and implement business plan to grow AUM of L&G strategies
• Communicate the advantages of unique and differentiated customized index and fixed income strategies in a highly competitive market.
• Respond to investor demand and in partnership with portfolio management and relationship management create opportunities for L&G to grow market share across all strategies.
• Facilitate collaborate with and influence internal L&G partners (portfolio management trading distribution marketing and relationship management) to provide solutions to prospective clients and increase firm AUM.
• Develop deep product knowledge across investment options - including fixed income and index.
• This person will also have contact with the consultant community. The Investment Director must work closely will all other Investment Directors Head of Distribution and Head of Consultant Relations to optimize efforts.
• Prepare as well as deliver presentations and briefings
• Target at least 10-15 meetings per month

Qualifications :

• Proven track record of asset raising ideally with a institutional investment manager offering fixed income and index strategies.
• Proven relationship-building skills with a well-established network of relationships among leading institutional investors. This includes a history of cultivating and maintaining long-term partnerships that have contributed to business growth.
• Minimum of 7 years of experience in the financial services industry with at least 5 years of direct experience in sales / distribution / client service
• Extensive background in finance and investment markets including the ability to effectively interact with senior investment and research personnel on fixed income equity markets index/passive strategies macroeconomics and portfolio strategy. Private markets experience a plus
• Deep industry and investment knowledge and clear awareness of key issues affecting institutional investors.
• Ability to effectively communicate technical information of investment products and strategies to audiences with varying levels of financial sophistication (Board / Trustee CIO Treasurer Portfolio Manager and Field Consultant).
• Ability to work effectively in a collaborative highly collegial financially sophisticated entrepreneurial and team-oriented environment.
• Strong personal characteristics of initiative enthusiasm commercial instinct professionalism integrity and creativity.
• Outstanding communication and presentation skills both verbal and written.
• BA/BS.
• MBA and/or CFA preferred.
• Must be able and willing to travel.
• Strong work ethic detail oriented and driven with a sense of accountability. Proactive with a high degree of self-motivation.
• Has a competitive winning spirit.
• A flexible can-do attitude and the ability to form solid working relationships across other groups and teams.
• Task and project focused can set and meet deadlines; effective at prioritizing work streams.
• Able to provide insights that are applicable timely and understandable.
• Demonstrated ability to see around corners to anticipate / identify problems and opportunities.
• Consistently demonstrates leadership conduct by working together with peers in a mutually respectful and supportive manner to build trust relationships where ideas can be exchanged and contested constructively.
• Adherence to the values of integrity excellence teamwork and results.
• Ability to be an active listener.

Additional Information :

$140000 to $160000

The starting salary offer will vary based on multiple factors including but not limited to the applicants education job-related experience skills and abilities geographic location and market factors. This position is also eligible to participate in the companys annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA short term disability long term disability dental insurance vision care life insurance Healthcare Dependent and Limited Care Flexible Spending Accounts 401K vacation sick time an employee assistance program and commuter and transit programs.  Additional voluntary programs include: supplemental health benefits including accidental injury critical illness and hospital indemnity insurance and pet insurance. 

EOE Statement

As an EOE employer L&G Asset Management America will extend equal opportunity to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity ancestry national origin age disability medical condition genetic information marital status pregnancy military status and/or any other characteristic protected under applicable federal state or local laws governing non-discrimination in employment. (2025)

Remote Work :

No

Employment Type :

Full-time