Senior Director of Investments

The Senior Director of Investments leads research, sourcing, and due diligence across the firm’s family office and nuclear decommissioning trust investment platforms. This is a hands-on, analytically rigorous role requiring deep investment expertise and a bottom-up approach to professional manager evaluation and selection. The position reports directly to the Chief Investment Officer and operates across the nuclear decommissioning trust portfolios. The Senior Director of Investments will partner closely with the CIO, with meaningful responsibility, visibility, and impact from day one. This role offers a unique opportunity to build and shape an institutional-quality manager research function within a dynamic and growing investment platform. Location: Camden, NJ (On‑site) Primary Responsibilities: * Lead the sourcing, evaluation, and due diligence of external investment managers across public and private asset classes including equities, fixed income, private credit, real assets, and alternatives * Develop and maintain a proprietary manager research framework with consistent evaluation criteria, scoring methodology, and documentation standards * Conduct thorough bottom-up due diligence — reviewing investment philosophy, process, team, track record, risk management, operational infrastructure, and terms * Support portfolio construction and asset allocation decisions in partnership with the CIO, including manager sizing, diversification, and rebalancing * Monitor existing manager relationships — tracking performance, attribution, personnel changes, and strategy drift against mandate

• Manage the ongoing external investment advisory relationships
• Prepare investment committee materials, manager reviews, and performance

reports for senior management and family principal * Stay current on market developments, emerging managers, and investment opportunities relevant to the portfolio Requirements: * 10 or more years of direct, hands-on investment experience — family office, endowment, foundation, OCIO, or institutional investment management background strongly preferred * Deep expertise in manager research and due diligence across multiple asset classes — demonstrated track record of manager selection and ongoing oversight * Strong analytical and quantitative skills — ability to evaluate investment strategies, performance attribution, risk metrics, and portfolio construction independently * Familiarity with both liquid and illiquid asset classes including private equity, private credit, hedge funds, real assets, and alternatives * Experience managing external manager relationships and investment advisory firm oversight

• CFA designation or equivalent preferred
• Undergraduate degree required — advanced degree in finance, economics, or

related field preferred * Exceptional written and verbal communication skills — ability to present complex investment concepts clearly to senior stakeholders and family principals * High integrity, discretion, and professionalism — experience operating in a family office or high-trust principal environment strongly valued A Generation Ahead by Design™ Investing in people who power the future. We believe great work deserves great rewards. Our benefits go beyond the basics, reflecting our commitment to supporting your whole self…your health, your future, and your career growth. This includes: Compensation: * Annual compensation based on skills and experience ranging from $200,000 to $250,000. Benefits: * Industry‑leading medical, dental, and vision coverage with a generous employer premium contribution and Day 1 eligibility! * FLEX Program – Hybrid work opportunities available for eligible roles, where business needs and role requirements allow * 401(k) retirement plan with up to a 5% company match and immediate vesting to support long‑term financial security

• Paid time off and 11 paid holidays to support rest, balance, and recharge
• Wellness program offering rewards for participation in company‑supported

health initiatives

• Commuter benefits supporting mass transit and commuter parking options
• Company‑paid life and AD&D insurance for added peace of mind
• Education assistance to support continued education and professional growth
• Employee support and voluntary benefits, including an Employee Assistance

Program and optional coverage such as disability, legal, identity theft, and insurance programs * Benefits eligibility and offerings may vary based on role, location, and employment status If you’re driven to solve meaningful challenges and make a lasting impact, we invite you to build your career at Holtec—a generation ahead by design™.