Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 

  1. 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. 
  1. 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. 
  2. 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.
  3. 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.
  4. 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. 
  5. 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. 
  6. 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. 
  7. 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. 
  8. 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 

  1. Work closely with Oxford’s client-facing Managing Directors to support their business development and client servicing needs related to the Diversifier Strategies program. 
  2. Create and deliver presentations, as needed. 
  3. Attend client and prospect meetings, as needed. 
  4. Educate others by participating in various internal meetings, including the Investment Round Table, Investment Forum, CIO MD and FOS MD meetings. 

QUALIFICATIONS 

  1. BS/BA degree in finance, accounting, economics or related field required 
  2. MBA and / or CFA designation preferred 
  3. Minimum of ten years of investment experience, with substantial experience in alternative investments and hedge fund evaluation 
  4. Must have demonstrated experience in hedge fund manager due diligence, selection, and monitoring across multiple alternative strategy types 
  5. 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 
  6. Must have strong quantitative skills, including the ability to analyze hedge fund performance attribution, risk statistics, factor exposures, and cross-manager correlation analysis 
  7. Experience with multi-manager portfolio construction and risk management across a convergent-to-divergent spectrum of strategies is strongly preferred 
  8. Must have excellent computer skills in Microsoft Outlook, Excel, Word and PowerPoint; experience with Bloomberg, FactSet, or similar investment research platforms strongly preferred 
  9. Must have a professional demeanor with the utmost respect for confidential matters 
  10. Must be able to work independently and in a team environment 
  11. Must have excellent written and verbal communication skills with strong interpersonal skills 
  12. Must be detail oriented with excellent organizational skills 
  13. Must have ability to multi-task 
  14. Must have ability to work in a fast-paced environment 
  15. Must have strong work ethic with a positive attitude 

WORKING CONDITIONS 

  1. Travel as business needs require, including manager visits, industry conferences, and client meetings 
  2. Moderate periods of sitting utilizing a computer 
Vacancy posted 14 days ago
Similar jobs that could be interesting for youBased on the Managing Director & Oxford Investment Fellow in Carmel, IN vacancy
  •  ...Job Description Job Description POSITION SUMMARY   As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing... 
    Suggested
    Work at office

    Oxford Financial GRP

    Carmel, IN
    17 days ago
  •  ...Job Description Job Description The Managing Director provides financial services to ultra-...  ...families, including financial planning, investment strategy and implementation. This individual...  ...prioritizes workload Masters the Oxford Way Manages billings with client... 
    Suggested
    Night shift

    Oxford Financial GRP

    Carmel, IN
    10 days ago
  • Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role....  ...to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the... 
    Suggested
    Visa sponsorship

    WealthBridge Financial Group

    Carmel, IN
    5 days ago
  •  ...Oxford Financial Group is seeking Managing Directors in our Indianapolis market. Successful candidates will generate new clients through business development...  ...engagements and delivers effective and appropriate investment advice. Serves as lead relationship... 
    Suggested
    Night shift

    Oxford Financial Group, Ltd.

    Carmel, IN
    3 days ago
  • $157.8k - $236.8k

     ...sponsorship.CNO Financial Group’s 40|86 Advisors is hiring a Sr. Director, Investment Operations and Data who is responsible for leading,...  ...accountable for trade processing, data governance, third-party manager integration, mortgage servicing, and operational control frameworks... 
    Suggested
    Full time
    Work experience placement
    Work at office

    CNO Financial Group

    Carmel, IN
    6 days ago
  • $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... 
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    H1b
    Work at office
    Night shift

    Principal Financial Group

    Indianapolis, IN
    6 days ago
  •  ...Managing Director, Tax Investor Coverage About the Company Innovative capital markets technology (FinTech) company Industry Information...  ...51-200 Funding $26-$50 million Specialties investments advisory tax equity transferable tax credits... 
    Remote work

    Confidential

    Indianapolis, IN
    3 days ago
  • Alter Domus is currently seeking a Fund Manager to join our Credit Fund Administration team at our Carmel, IN office.JOB DESCRIPTION...  ...underlying budget forecasts;Show an in-depth understanding of investments within assigned Fund(s);Broaden market knowledge; andExhibit ability... 
    Work at office

    alterDomus

    Carmel, IN
    5 days ago
  •  ...Bank of Indiana Job TypeFull-timeDescriptionThe Portfolio Manager, Business Lending is responsible for managing and monitoring assigned...  ...Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset... 

    Merchants Bank IN

    Carmel, IN
    5 days ago
  •  ...an ownership and founder mindset doesn’t happen by chance. We invest in training and development in a big way, so you can build your...  ...lives.Key responsibilities of the Investment Banking Consulting Manager may include:Lead and manage major, complex transformation programs... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    5 days ago
  • Alter Domus is currently seeking a new Senior Fund Manager to join our Fund Administration team at our Darien, CT or Boston, MA office...  ...in accounting for complex transactions, understanding investment fund legal documents, and possessing the technical knowledge necessary... 
    Work at office

    alterDomus

    Carmel, IN
    5 days ago
  •  ...business, or holding you back? Marcus & Millichap is the number one investment sales brokerage in North America, closing four transactions...  ...and investors on pricing, positioning, and execution strategy Managing negotiations and deal execution from engagement through... 
    For contractors
    Local area

    Marcus and Millichap

    Indianapolis, IN
    7 days ago
  •  ...and Brea (CA). Alter Domus specializes in servicing alternative investment portfolios, including real estate, private equity, and hedge...  ...opportunity to report directly to a Senior Associate/Account Manager. Our positions offer an excellent opportunity to be introduced... 
    Flexible hours

    alterDomus

    Carmel, IN
    5 days ago
  • $98k - $140k

    Position SummaryThe Consumer Business Risk & Compliance Manager creates, facilitates, and executes risk and control frameworks within the Consumer Payments and Deposits departments of Busey Bank. This position serves as the business line subject matter expert for consumer... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours

    Busey

    Carmel, IN
    7 days ago
  •  ...join our team today!Your Role: Executive Director, Elanco Business Solutions (EBS)As the...  ...of new activities into the centers, and managing service delivery consistent with our global...  ...design. You will work seamlessly with fellow leaders across Elanco's EBSs, Finance Center... 
    Full time
    Summer work
    Relocation

    Elanco

    Indianapolis, IN
    4 days ago
  •  ...solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 days ago
  •  ...Managing Director, Executive Recruiting About the Company International executive search & human capital management firm Industry Staffing and Recruiting Type Privately Held, VC-backed Founded 1999 Employees 201-500 Categories Human Resources... 

    Confidential

    Indianapolis, IN
    3 days ago
  •  ...Managing Director, M&A Advisory About the Company A full-service financial advisory platform serving middle-market companies across...  ...full-service financial advisory platform, which integrates investment banking, private capital, and valuation services. The successful... 
    Remote work

    Confidential

    Indianapolis, IN
    4 days ago
  •  ...Managing Director About the Company Ambitious private equity firm specializing in vertical software business acquisitions Industry...  ...Technology Specialties technology software investment mergers and acquisitions m&a and vertical market software... 

    Confidential

    Indianapolis, IN
    6 days ago
  •  ...Managing Director, NetSuite Practice About the Company Award-winning NetSuite solutions provider known for quality implementations and strong team culture. Industry Information Technology and Services Type Privately Held About the Role The Company... 

    Confidential

    Indianapolis, IN
    6 days ago
  •  ...and medical Business Classifications ~ B2C About the Role The Company is seeking a President to lead its senior management team in the strategic and operational planning necessary to fulfill the organization's mission and goals. The successful candidate... 

    Confidential

    Carmel, IN
    5 days ago
  •  ...Managing Director, Major Gifts About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association Education Fundraising... 
    Local area

    Confidential

    Indianapolis, IN
    2 days ago
  •  ...Managing Director About the Company Influential network of Native Americans advancing equitable philanthropy in local communities Industry Non-Profit Organization Management Type Non Profit Founded 1989 Employees 11-50 Specialties philanthropy... 
    Local area

    Confidential

    Indianapolis, IN
    4 days ago
  •  ...Managing Director About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association Education Fundraising Non... 

    Confidential

    Indianapolis, IN
    3 days ago
  •  ...Interim Managing Director About the Company Internationally recognized organization specializing in testing, inspection & certification services Industry Management Consulting Type Privately Held Founded 1948 Employees 10,001+ Categories... 
    Interim role

    Confidential

    Indianapolis, IN
    1 day ago
  •  ...Job SummaryManaging Director, The Data Mine – Purdue University IndianapolisCollege of Science | Indianapolis, Indiana Purdue University...  ...seeking a collaborative and strategic leader to serve as the Managing Director of The Data Mine at Purdue University Indianapolis. This... 
    Internship
    Immediate start

    Purdue University

    Indianapolis, IN
    7 days ago
  • $45k

     ...leads and build your own book of business Make outbound calls to prospective customers Develop long-term client relationships Manage freight opportunities from quote to delivery Compensation Potential (Base + Commission) Top performers can earn: $75,000+ in... 
    Full time
    Work at office

    Koola Logistics, LLC

    Carmel, IN
    more than 2 months ago
  •  ...be measured by the ability to establish clear, evidence-based positions, integrate insights into business strategy, and proactively manage scientific and regulatory issues to support the company's long-term objectives. Hiring Manager Title CEO Functions ~... 

    Confidential

    Carmel, IN
    3 days ago
  • Merchants Bank of Indiana seeks a Portfolio Manager, Business Lending to manage and grow a portfolio of commercial clients. In this relationship-driven role, you will underwrite and structure business loans, analyze financial statements and cash flow, and monitor portfolio... 

    Merchants Bank of Indiana

    Carmel, IN
    11 days ago
  •  ...As a world leading provider of integrated solutions for the alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions... 
    Work at office
    Local area
    Flexible hours

    Alter Domus

    Carmel, IN
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director & Oxford Investment Fellow. Be the first to apply!