Senior Director - Private Investments

Located in Montreal, Patrimonica is a multi‑Family Office that caters to wealthy individuals and families who are looking for a trusted team to oversee their entire financial situation. Patrimonica offers accounting and tax advisory services, as well as portfolio management services through its subsidiary Patrimonica Asset Management Inc. and its iNFiNi‑t Wealth Management Advisory division.

The company relies on four core values to carry out its mission:

• Concern for people
• Independence
• Excellence
• Innovation

Patrimonica Asset Management Inc. and its iNFiNi‑t Wealth Management Advisory division is currently seeking a Senior Director, Private Investments.

Responsibilities

• Assist the Chief Investment Officer in prioritizing manager research, both in terms of selecting preferred strategies and selecting the most appropriate managers;
• Lead the search for new managers in the vast inves...