Director of Financial Investments

Director of Financial Investments page is loaded## Director of Financial Investmentslocations: San Jose, CAtime type: Full timeposted on: Posted Todayjob requisition id: JR Whether you’re a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and high-profile projects in the nation. We offer a wide range of job opportunities, competitive compensation, full benefits, an Employee Stock Ownership Plan and more.## **Committed. Innovative. Engaged.**If you’re looking to take career to the next level and work with some of the best and brightest in the industry, we want to hear from you. We are an organization built on integrity. We have a culture that empowers people, embraces diversity, and inspires everyone to do their best. Rosendin is one of the largest electrical contractors in the United States employing over 7,000 people. We are the largest **EMPLOYEE-OWNED** company in the industry which means you will be a company owner too and have the unique benefit of being a shareholder at a company that is experiencing tremendous growth and success which means you benefit tremendously.## **YOUR NEXT OPPORTUNITY:**The Director, Financial Investments is a key corporate leader responsible for shaping and managing the company’s investment strategy within a growing electrical contracting organization. This role oversees the selection, allocation, and performance of a diversified investment portfolio—balancing growth opportunities with disciplined risk management and compliance. The director ensures our financial investments support long‐term stability and strategic expansion across the business.## **WHAT YOU’LL DO:*** **Investment Strategy & Asset Allocation:** Develop and execute the Tactical Asset Allocation (TAA) strategy. You decide the "mix"—e.g., when to rotate out of volatile tech stocks and into stable government bonds.* **Manager Selection & Due Diligence:** Identify and vet external fund managers. You conduct deep-dive audits on their track records, investment philosophies, and operational risks.* **Performance Attribution:** Analyze *why* the portfolio performed the way it did. You use Sharpe ratios, Alpha/Beta metrics, and Monte Carlo simulations to report on risk-adjusted returns.* **Macroeconomic Research:** Interpret global economic shifts (inflation, interest rate hikes, geopolitical events) and pivot the portfolio to protect capital or seize emerging opportunities.* **Fiduciary & Regulatory Oversight:** Ensure all investment activities comply with SEC, ERISA, or local financial conduct authorities. Lead the Investment Committee meetings to provide transparency to stakeholders.* The duties and responsibilities are intended to describe the general nature and scope of work being performed by this position. This is not a complete listing, and other duties will be assigned based on the position’s role within the business unit.## **WHAT YOU’LL NEED TO BE SUCCESSFUL:*** **Designations:** **CFA (Chartered Financial Analyst)** is almost always a requirement for this level. A CPA or CAIA (Chartered Alternative Investment Analyst) is a strong plus.* **Software Mastery:** Expert proficiency in **Bloomberg Terminal**, **Morningstar Direct**, or **FactSet** for real-time market data and analytics.* **Quantitative Skills:** Ability to build complex valuation models and stress-test portfolios against "Black Swan" economic scenarios## **WHAT YOU BRING TO US:*** 12+ years in institutional investing, buy-side research, or portfolio management.* Bachelor’s degree in real estate, Finance, Architecture, or Business. (MCR, SLCR, or CCIM designations are highly preferred).## **TRAVEL:*** Up to 20%## **WORKING CONDITIONS:*** General work environment – sitting for long periods, standing, walking, typing, carrying, pushing, bending. Work is conducted primarily indoors with varying environmental conditions such as fluorescent lighting and air conditioning* Noise level is usually low to medium; it can be loud on the jobsite.* We fully comply with the ADA and applicable state law, including considering reasonable accommodation measures that may enable qualified disabled applicants and employees to perform essential functions.* Occasional lifting of up to 30 lbs.**Pay Range**$207,900.00-$272,800.00 AnnualThe pay range for this role is what we expect to pay for candidates that meet the specified qualifications and requirements listed on this job description. Candidate’s pay can vary based on location, job-related experience, skills, and education.Our success is rooted in our people. We all come together around long-term vision and a sense of shared ownership. As a group, we do whatever it takes to ensure the success of our business...and your career.Rosendin Electric is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. Employment decisions are considered regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Established in 1919, Rosendin prides itself in building quality electrical and communications installations, and bringing value to our clients. We take great pride in building-up the people within our company and the communities where we work and live. We foster a culture of diversity, inclusion, and shared ownership, as the largest employee-owned company in our industry. Our customers lead some of the most complex construction projects in the nation and continually come to us for our expert knowledge, scalability, quality, and innovation. Most importantly, our customers turn to us for partnership – because they deserve a team as committed, connected and engaged as they are. Your success is our success.
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