Role Overview for EVP, Asset Management with a Global Investment Firm – New York, NY
JRG Partners is proud to partner with a prestigious, top-tier global investment firm in their search for an exceptional Executive Vice President (EVP) of Asset Management. This pivotal leadership role, based in the heart of the world’s financial capital, New York, NY, offers a unique opportunity to shape the future of a multi-billion dollar portfolio and drive the strategic direction of the entire asset management division. The successful candidate will be a visionary leader with a profound understanding of global markets, an impeccable track record of driving growth, and the gravitas to lead a high-caliber team of investment professionals.
As the EVP, you will be the principal architect of the firm’s investment strategy, responsible for maximizing portfolio performance, managing risk, and expanding the firm’s Assets Under Management (AUM). You will operate at the intersection of strategic planning, portfolio management, client relations, and team leadership.
0T0his position demands a dynamic executive who can navigate complex market landscapes, identify emerging opportunities, and deliver superior, risk-adjusted returns for a sophisticated clientele of institutional and high-net-worth investors. You will be a key member of the executive leadership team, contributing to the overall growth and success of the firm, and upholding its legacy of excellence and integrity. This is more than a job; it is a career-defining role for an individual poised to make a significant impact on a global scale.
Key Responsibilities of EVP, Asset Management with a Global Investment Firm – New York, NY
The EVP of Asset Management will have a broad and demanding set of responsibilities, requiring a blend of strategic foresight, analytical rigor, and inspirational leadership. Key duties are categorized as follows:
Strategic Leadership & Vision
- Develop, articulate, and execute a comprehensive, forward-looking strategy for the Asset Management division that aligns with the firm’s overarching goals and market outlook.
- Drive significant growth in Assets Under Management (AUM) through strategic initiatives, new product development, and market expansion.
- Continuously analyze market trends, economic indicators, and geopolitical events to identify and capitalize on investment opportunities and mitigate potential risks.
- Lead the investment committee, fostering rigorous debate and guiding strategic asset allocation decisions to optimize portfolio performance.
- Act as a thought leader, representing the firm at industry conferences, in media appearances, and through published commentary, enhancing the firm’s brand and reputation.
Portfolio Management & Performance
- Provide ultimate oversight for all investment portfolios, ensuring strategies are implemented effectively and performance targets are met or exceeded.
- Champion a disciplined and research-driven investment process across all asset classes, including public equities, fixed income, real estate, private equity, and other alternative investments.
- Establish and monitor key performance indicators (KPIs) for all portfolios and investment teams, conducting regular performance reviews and making necessary adjustments.
- Ensure the integration of advanced quantitative analysis and financial modeling to support investment decisions and portfolio construction.
Client Relationship & Business Development
- Serve as the senior relationship manager for the firm’s most significant institutional and high-net-worth clients, fostering deep, trust-based partnerships.
- Lead business development efforts to attract and onboard new clients, working closely with the marketing and sales teams to craft compelling value propositions.
- Effectively communicate investment strategies, market insights, and portfolio performance to clients, consultants, and board members through sophisticated presentations and detailed reports.
Risk Management & Compliance
- Design and implement a robust, firm-wide risk management framework to identify, measure, monitor, and control investment and operational risks.
- Ensure unwavering compliance with all applicable laws, regulations, and internal policies, including those mandated by the Securities and Exchange Commission (SEC) and other global regulatory bodies.
- Oversee all due diligence processes for new investments and partnerships, ensuring all activities adhere to the highest ethical and professional standards.
Team Leadership & Development
- Lead, mentor, and inspire a large, diverse team of portfolio managers, research analysts, traders, and support staff.
- Foster a culture of high performance, intellectual curiosity, collaboration, and continuous improvement.
- Attract, develop, and retain top-tier talent, building a strong succession pipeline for critical roles within the division.
- Conduct regular performance evaluations, provide constructive feedback, and support the professional growth of all team members.
Requirements for the EVP, Asset Management with a Global Investment Firm – New York, NY
Candidates must possess an exceptional combination of academic credentials, professional experience, and leadership qualities to be considered for this executive role.
Required Qualifications:
- A minimum of 20 years of progressive experience in the asset management or investment management industry.
- At least 10 years in a senior leadership capacity (e.g., Managing Director, CIO, Head of Asset Management) with direct P&L responsibility and experience managing a significant AUM base (>$10 billion).
- A Bachelor’s degree in Finance, Economics, Business Administration, or a related field from a highly regarded institution.
- Demonstrated, quantifiable success in growing AUM and delivering consistent, top-quartile investment performance across various market cycles.
- Extensive experience managing diverse asset classes and sophisticated investment strategies for institutional and UHNW clients.
- Proven ability to lead and develop large, high-performing teams of investment professionals.
- Unimpeachable integrity and a commitment to the highest ethical standards.
Preferred Qualifications:
- An MBA from a top-tier business school and/or a Master’s degree in a quantitative field.
- Chartered Financial Analyst (CFA) designation is strongly preferred.
- Deep, established relationships with institutional investors, consultants, and family offices.
- Experience working within a global firm and managing internationally diversified portfolios.
- Exceptional public speaking, presentation, and media relations skills.
- A track record of innovation, including the successful launch of new investment products or strategies.
Benefits & Perks Offered
Our client is committed to attracting and retaining the very best talent and offers a compensation and benefits package commensurate with the seniority and impact of this role. The package includes:
- Executive Compensation: A highly competitive base salary combined with a significant performance-based annual bonus and a lucrative long-term incentive plan (e.g., equity, phantom stock).
- Comprehensive Health & Wellness: Premier medical, dental, and vision insurance plans for you and your dependents, along with a generous wellness stipend and access to executive health programs.
- Retirement Planning: A robust 401(k) plan with a substantial company match and access to personalized financial planning services.
- Generous Time Off: A flexible and generous paid time off (PTO) policy, including vacation, sick days, and company holidays, to support a healthy work-life balance.
- Professional Development: A significant budget for continuous learning, including industry conferences, executive coaching, and advanced certifications.
- Executive Perks: May include club memberships, relocation assistance for qualified candidates, and other benefits designed to support a senior executive lifestyle.
How to Apply
JRG Partners has been exclusively retained for this executive search. To be considered for this confidential opportunity, please submit your resume and a cover letter detailing your qualifications and strategic vision for this role. We encourage you to highlight your experience in managing large-scale AUM and leading successful investment teams.
Due to the high volume of interest, we will only be able to contact candidates who meet the specified requirements. We appreciate your understanding.
To learn more about our expertise in this sector and to submit your application, please visit our practice area page: JRG Partners Asset Management Executive Search.
JRG Partners and our client are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit, and business need.
