Managing Director & Oxford Investment Fellow
Oxford Financial GRP
Job Description
Job Description
POSITION SUMMARY
Managing Directors / Oxford Investment Fellows are a Partner level role and the most senior members of the investment team. The Managing Director will be the leader of the firm’s Diversifier Strategies investment program, with primary responsibility for the Savile Row Diversifier Strategies Fund LLC, Liquid Diversifiers, and related alternative investment mandates. As a senior member of the investment team, this individual will lead all aspects of manager selection, ongoing due diligence, portfolio construction, and risk oversight across a multi-strategy hedge fund portfolio spanning structured credit, relative value, quantitative multi-strategy, global macro, managed futures, and tail risk hedging. The Managing Director is responsible for sourcing and evaluating new hedge fund managers, monitoring existing manager relationships, constructing a diversified portfolio across the convergent-to-divergent risk spectrum, and navigating investment decisions through the Investment Committee. This role carries significant responsibility for portfolio performance, manager relationship management, risk oversight, and mentorship of junior investment professionals.
DUTIES & RESPONSIBILITIES
- Investment Strategy, Manager Sourcing and Portfolio Management: Lead the design and implementation of Oxford’s Diversifier Strategies investment program. Proactively source, screen, and evaluate new investment managers across all relevant strategy types. Manage the overall portfolio construction across the convergent-to-divergent spectrum to ensure Oxford clients benefit from genuine diversification and uncorrelated return streams.
- Manager Sourcing & Initial Screening: Identify, screen, and evaluate prospective fund managers across all alternative strategy types, including structured credit, relative value, quantitative multi-strategy, global macro, managed futures, and credit/tail risk strategies. Build and maintain a robust pipeline of manager candidates through an active network of prime brokers, placement agents, consultants, and peer institutions.
- Operational & Investment Due Diligence: Lead end-to-end due diligence for new manager commitments, including investment process evaluation, quantitative performance analysis, risk factor attribution, operational infrastructure review, legal and compliance assessment, and reference checks. Conduct in-person manager meetings and on-site visits. Prepare comprehensive internal due diligence memoranda for Investment Committee review.
- Portfolio Construction & Risk Management: Construct and actively manage the Diversifier Portfolio across the convergent-to-divergent spectrum to achieve the portfolio’s objectives of uncorrelated, risk-adjusted absolute returns. Monitor cross-manager correlations, factor exposures, and aggregate portfolio risk. Manage liquidity, redemption schedules, and rebalancing across all underlying managers. Identify and address concentration risks, including platform and strategy-level concentrations.
- Investment Committee & Negotiation: Prepare and present investment memoranda and portfolio reviews to the Investment Committee. Lead commercial and legal term negotiations with managers, including management and incentive fee structures, redemption terms, capacity rights, and co-investment or side-letter provisions. Participate in investment decision-making via Investment Committee membership.
- Ongoing Manager Monitoring: Oversee continuous monitoring of all underlying portfolio managers, including regular performance attribution, risk factor analysis, operational reviews, personnel tracking, and adherence to agreed investment mandates. Identify warning signs of style drift, personnel changes, or governance concerns. Lead manager termination decisions when warranted, as demonstrated by Oxford’s rigorous ongoing monitoring process.
- Relationship Management: Maintain and deepen relationships with leading hedge fund managers, prime brokers, industry consultants, and peer institutions to ensure Oxford’s access to top-tier, capacity-constrained managers. Represent Oxford in manager meetings, industry conferences, and investment forums.
- Leadership & Mentorship: Lead, mentor, and develop junior investment staff to foster a high-performance, collaborative investment culture. Serve as a thought leader on alternative investment strategy, hedge fund manager evaluation, and risk factor investing.
- Asset Allocation: Collaborate with the broader investment research team on asset allocation, risk management, and portfolio construction matters.
II. Support MD Business Development and Client Servicing Requirements
- Work closely with Oxford’s client-facing Managing Directors to support their business development and client servicing needs related to the Diversifier Strategies program.
- Create and deliver presentations, as needed.
- Attend client and prospect meetings, as needed.
- Educate others by participating in various internal meetings, including the Investment Round Table, Investment Forum, CIO MD and FOS MD meetings.
QUALIFICATIONS
- BS/BA degree in finance, accounting, economics or related field required
- MBA and / or CFA designation preferred
- Minimum of ten years of investment experience, with substantial experience in alternative investments and hedge fund evaluation
- Must have demonstrated experience in hedge fund manager due diligence, selection, and monitoring across multiple alternative strategy types
- Must have deep knowledge of alternative investment strategies including, but not limited to, structured credit / ABS, convertible bond arbitrage, relative value, global macro, managed futures / CTA, quantitative multi-strategy, and credit/tail risk hedging
- Must have strong quantitative skills, including the ability to analyze hedge fund performance attribution, risk statistics, factor exposures, and cross-manager correlation analysis
- Experience with multi-manager portfolio construction and risk management across a convergent-to-divergent spectrum of strategies is strongly preferred
- Must have excellent computer skills in Microsoft Outlook, Excel, Word and PowerPoint; experience with Bloomberg, FactSet, or similar investment research platforms strongly preferred
- Must have a professional demeanor with the utmost respect for confidential matters
- Must be able to work independently and in a team environment
- Must have excellent written and verbal communication skills with strong interpersonal skills
- Must be detail oriented with excellent organizational skills
- Must have ability to multi-task
- Must have ability to work in a fast-paced environment
- Must have strong work ethic with a positive attitude
WORKING CONDITIONS
- Travel as business needs require, including manager visits, industry conferences, and client meetings
- Moderate periods of sitting utilizing a computer
$150k - $215k
What You'll DoAs a Regional Managing Director, you’ll partner closely with your leaders to develop... ...Planner (CFP) or Chartered Leadership Fellow (CLF) designations desired.Some travel... ...Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and...SuggestedHourly payPermanent employmentTemporary workWork experience placementH1bWork at officeNight shift- ...Oxford Financial Group is seeking Managing Directors in any of our offices. Successful candidates will generate new clients through business development activities... ...engagements and delivers effective and appropriate investment advice. Serves as lead relationship...SuggestedNight shift
$102.6k - $171k
Work Flexibility: HybridWhat you will do: As a Senior Portfolio Manager for Stryker’s Emergency Care business, you will lead strategic... ...support new product development funding and product return on investment Collaborate cross-departmentally to contribute to the new...SuggestedFull timeFor contractorsWork experience placementWork at office$105.4k - $207.8k
...in a collaborative environment? As an experienced Fund Finance Manager, you will have the ability to share new ideas and collaborate... ...controls, accrual mechanics, and period-end close support in an investment funds environment.Experience supporting board/advisory...SuggestedLocal areaNight shift- ...of behavioral health problems. As a part of our continued success and growth, we are seeking qualified applicants for a Director of Risk Management. Benefit Highlights: Excellent Medical, Dental, Vision and Prescription Drug Plans 401(K) with company match and...SuggestedContract workTemporary workLocal areaShift work
$75.53k - $105.75k
...Position : Senior Risk Manager Req.# : 26-132 FTE : Full-time, exempt Unit : MPP Department/Location : Quality... ...are seeking a Senior Risk Manager. Under the direction of the Director of Quality, Compliance, and Risk Management, the Senior Risk Manager...Full timeTemporary workCasual workRemote workMonday to Friday- ...Executive Director StoryPoint Grand Rapids East Position Summary: Our mission is all about creating the absolute best experience... ...in the community Supports in hiring, training, performance management and separations, when necessary Establishes, builds and...Work at office
- ...in animal care, conservation, education, guest experience, and environmental stewardship. The CEO will partner with the Board of Directors and executive leadership team to advance the Zoo's strategic vision, guide implementation of an ambitious 10‑year Master Plan, lead...
- ...continues to grow and evolve, we are looking to add an Executive Director to lead our team and execution of our strategy. This role will... ..., fund development, , operational efficiencies and facility management, as well as team oversight. In this role, you will: First and...Local areaRelocation packageFlexible hours
- ...commercial lending performance of the market and participates in local strategic planning. Responsibilities include developing and managing commercial loan accounts to meet lending requirements while balancing profitability and risk, and soliciting new commercial...Local area
- ...completion of launch steps 8-10 and operation of the live program by: Providing input and direction to the program director as he/she manages the day-to-day operations of the program Assisting with the 5 L's of operations: Leadership: Recruit and onboard program...Local area
$220k
...term sustainability. In partnership with a committed Board of Directors and Music Director Marcelo Lehninger, the incoming CEO will... ...and Syrah Gunning of the DeVos Institute of Arts and Nonprofit Management. Apply here or contact ****@*****.***. #J-1880...Full time- Summary:The Grant Project Manager at National Heritage Academies (NHA) focuses on being an active part of a high-functioning, fast- moving team and play a critical role in supporting school and student needs. This position will report directly to the Manager of School Finance...Work at officeLocal area
- ...financial performance across 10 locations, ensuring we hit targets while investing smartly in people, technology, and guest experience. Know the numbers, and the story behind them. Lead, manage, and hold accountable a high-performing team. Coach leaders, build clarity...Temporary workWork at officeRelocation
$96.4k - $180k
...Sciences underwriting team, where innovation and strategic thinking drive success. We’re seeking a skilled Life Sciences Underwriter to manage and grow a profitable book of business, focusing exclusively on Property & Casualty lines for the Life Sciences industry, including...Full timeTemporary workWork at office- ...are seeking qualified applicants for our Chief Operating Officer position. The Chief Operating Officer (COO) assists the CEO in managing the operations of Forest View Hospital (the "Hospital"). The COO provides recommendations and guidance to the Leadership Team,...Temporary work
- ...Choose Us? At the University of Wyoming, we value our employees and invest in their success. Our comprehensive benefits package is... ...partners’ accurate record keeping of participants' files and data management of services delivered in compliance with federal regulations.Develop...Temporary workSummer workLocal areaWork visaAfternoon shift
- ...sense of purpose, our team works each day to make a meaningful impact in the lives of those we serve. What You’ll Own As Grants Manager, you’ll help fuel Mel Trotter Ministries’ mission by guiding our grant strategy from proposal to closeout—so programs stay funded,...Immediate startFlexible hours
$96k - $181k
...127 Public Square, Cleveland OhioJob SummaryThe VP, Portfolio Management is an individual contributor responsible for performing financial... ...negotiations (required)Solid understanding of banking and investment banking products and services and current market dynamics, trends...Full timeWork experience placementBank staffWork at officeImmediate startRemote workFlexible hoursNight shift3 days per week$100.4k - $197.9k
...collaborative environment? As an experienced Fund Reporting and Treasury Manager, you will have the ability to share new ideas and collaborate... ...* Active CPA License* Audit experience in the alternative investments industry is a plus* Independent thinker and resourceful...- Select Specialty Hospital Critical Illness Recovery Hospital (LTACH) Chief Nursing Officer Extensive onboarding and training program Customizable health insurance packages $15,000 Sign-On Bonus Bonus incentives Extensive onboarding and training program Customizable health...Relocation package
- ...Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance...Temporary workWork experience placementLocal area
$140k - $180k
...Health And Benefits Financial/Actuarial Senior Director As a Health and Benefits Financial/Actuarial Senior Director, you will serve... ...innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems...Temporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...Site in Grand Rapids, MI Our client is a rapidly expanding, investment-backed professional services organization entering an... ...financial strategy, infrastructure, reporting, and performance management as the organization expands. The ability to build and develop...
- Chief Executive Officer (CEO) About the Company Pioneering public museum Industry Museums and Institutions Type Non Profit Founded 1854 Employees 51-200 About the Role The Company is in search of a President and Chief Executive Officer (CEO...
- ...The Company is in search of a Market President to join their team. The successful candidate will be responsible for developing and managing commercial loan accounts, soliciting commercial clients, and generating a variety of commercial and real estate loans. This role...
- ...Chief Executive Officer (CEO) About the Company Prominent investment management firm specializing in business & economic development Industry Investment Management Type Privately Held Founded 2011 Employees 501-1000 Specialties business development...Work at office
- ...will involve strategic growth, marketing, and expanding the organization's impact. The successful candidate will oversee financial management, ensure high-quality customer service, and maintain effective communication with the Board of Trustees and other key stakeholders...
- ...Consistently recognized as one of the most reputable construction management firms in the country, Gilbane is committed to delivering... ...and welfare benefits and a generous profit-sharing/401k plan. We invest in our employees' education and have built Gilbane University into...Contract workFor contractorsFor subcontractorWork at officeLocal area
$140k - $180k
...Senior DirectorAs a Health and Benefits Financial/Actuarial Senior Director, you will serve as the financial lead for large, complex... ...innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems...Temporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director & Oxford Investment Fellow. Be the first to apply!
- board member Grand Rapids, MI
- executive support Grand Rapids, MI
- financial executive Grand Rapids, MI
- supply chain executive Grand Rapids, MI
- managing director Grand Rapids, MI
- chief diversity officer Grand Rapids, MI
- information technology executive Grand Rapids, MI
- restaurant managing partner Grand Rapids, MI
- hospital ceo Grand Rapids, MI
- talent acquisition executive Grand Rapids, MI


