Director of Values-Based Investments

Huntsville, AL, Vienna, VA or Chattanooga, TN 

Keel Point, LLC, a growing private wealth management and multi-family office firm, is seeking candidates for the Director of Values-Based Investments. This position will primarily focus on expanding the firm’s faith-driven and values-based investment platform. They will work as part of the investment team reporting to the Chief Investment Officer. 

Keel Point is seeking an individual who will work in one of our offices located in Huntsville, AL, Vienna, VA or Chattanooga, TN. Although remote work is an option, preference will be given to candidates in the designated locations or those candidates willing to relocate. Candidates should have a passion for faith-driven investing (FDI) and value-based investing, as well as applicable experience in capital markets and polished presentational skills. Preference is given to candidates with private equity experience and/or seeking CFA accreditation. The ideal candidate will have a minimum of seven years of experience in the financial services industry.

Specific responsibilities include :

Z

Promoting and implementing FDI / Values-Based Investing initiatives across the Firm’s Investment Platform

  • working with family office and private client advisors to plan and implement FDI / values-based sleeves within client portfolios 
  • client presentations relating to FDI / values-based education and investment opportunities
Z

Developing FDI / Values-Based strategies in collaboration with the Investment Team and external market partners

growing the firm’s network of market partners and clients who are aligned with our FDI/Values-Based investment mission

Z

Evaluating FDI / Values-Based Private Equity Investment Opportunities

both 3rd party managers and direct / sidecar investments

Z

Maintain continued development of firm’s equities and securities screening framework

Z

Support Firm FDI / Values-Based Asset Management Strategy Initiatives

Keel Point is seeking an individual that possess and reflects the firm’s Core Values: 1) can do spirit, 2) cares for others, 3) humbly confident, 4) collaborative team player, and 5) seeks excellence. We offer competitive compensation; medical, vision, and dental insurance; employer contribution to 401(k) plan; robust vacation allowance; and a friendly collaborative working environment. Salary is negotiable based on experience. Interested candidates should email resumes to Valerie McPherson at vmcpherson@keelpoint.com.

Apply

  • Max. file size: 50 MB.
    Enter Your Resume Above. Files accepted include DOC/DOCX & PDF.
  • This field is for validation purposes and should be left unchanged.

Other Career Opportunities

Family Office Associate

Family Office Counsel

Family Wealth Manager

Director of Values-Based Investments