L&G – Asset Management, America · 1 day ago
Investment Director
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$140K/yr - $160K/yr
7+ years expL&G – Asset Management, America is seeking an Investment Director to raise capital from US institutional investors and represent the full suite of L&G investment capabilities. The role involves managing key relationships with clients, collaborating with teams to secure new business opportunities, and contributing to the growth of L&G’s investment management business.
Financial Services
Responsibilities
Contribute to the AUM growth of L&G’s investment management business by introducing the firm’s 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&G’s 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&G’s 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
Qualification
Required
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
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
Preferred
MBA and/or CFA preferred
Benefits
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
Commuter and transit programs
Supplemental health benefits including accidental injury
Critical illness and hospital indemnity insurance
Pet insurance
Company
L&G – Asset Management, America
L&G's asset management division is a major global investor across public and private markets, with $1.4 trillion.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.
201-500 employees
H1B Sponsorship
L&G – Asset Management, America has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2023 (1)
2022 (6)
2021 (7)
2020 (2)
Funding
Current Stage
Growth StageLeadership Team
Aaron Meder
CEO
Pat Ryan
Chief Financial Officer
Recent News
Legal & General Group
2024-04-26
Pensions & Investments
2024-04-26
Company data provided by crunchbase