Lead investment strategy and portfolio construction from Calgary, guiding public and private-market allocations for high-net-worth clients and families.

This Head of Investments role leads an established independent Canadian wealth-management firm’s investment platform. You will oversee asset allocation, portfolio construction, external-manager due diligence, and investment decisions. The mandate serves high-net-worth and ultra-high-net-worth individuals through traditional investments, alternatives, and comprehensive financial planning.

Key Responsibilities:

- Lead investment philosophy, asset allocation, and portfolio construction
- Oversee portfolios and firm-managed funds, including liquidity and risk
- Source, select, and monitor external investment managers




- Evaluate public markets and alternative investment strategies
- Present recommendations within the Investment Committee

Requirements:

- 10+ years of progressive relevant experience preferred
- Solid multi-asset portfolio construction and risk-management knowledge
- Meaningful private-market and manager due-diligence experience
- Investment Committee experience and sophisticated client communication
- CFA Charter preferred; Canadian registration eligibility required

Apply institutional investment judgment, alternatives expertise, and portfolio leadership to a growing Calgary-based wealth-management platform.

📌 Head of Investments Calgary
🏢 Recognized
📍 Calgary