DescriptionPosition OverviewWe are seeking a
Director, Head of Investment Innovation & Integration, to lead the evolution of how investment decisions are supported, scaled, and improved across
Global Liquid Markets (GLM).
This is a senior leadership role for a highly credible investor who also brings quantitative depth, analytical rigor, and a bias toward practical innovation. The person in this seat will help GLM strengthen its investment process by embedding systematic thinking, modern analytics, and more effective workflows into day-to-day decision-making.
This is a role for someone who enjoys making an investment platform better - not by sitting on the sidelines, but by working closely with Portfolio Managers, Traders, Analysts, and Technology partners to turn ideas into durable improvements.
The team is building toward an investment model that combines fundamental judgment with systematic, data-driven frameworks to improve consistency, scalability, and decision quality across fixed income and macro strategies.
What This Role Is AboutThis is first and foremost an
investor role. We are looking for someone who understands capital markets deeply, especially fixed income and macro, and who can pair that investment judgment with the ability to design, build, and implement better tools, better workflows, and better decision support. The ideal candidate has spent their career close to investment decision-making and has also demonstrated a strong interest in using data, technology, and quantitative methods to improve outcomes. They should be able to engage credibly on portfolio construction, alpha generation, risk-taking behavior, and market dynamics, while also bringing a practical mindset for execution and adoption.
Reporting Relationship and TeamThis role reports to the
Managing Director, Head of Investment Innovation, Integration and Trading, and leads a team of five professionals focused on improving the scalability, adaptability, and effectiveness of GLM's investment process.
Core ResponsibilitiesStrategic & Platform Leadership- Define and lead a strategic roadmap that advances how investment decisions are made, supported, and scaled across GLM, with an emphasis on embedding systematic frameworks into the investment process.
- Identify and lead high-impact opportunities to modernize workflows , develop systematic investment signals, and strengthen alpha generation across fixed income and macro strategies, ensuring alignment with the evolving needs of the platform.
- Design and evolve an advanced performance diagnostic platform to better understand investment strengths and weaknesses, promote transparency, and fuel a cycle of continuous improvement.
- Partner across GLM and LMI to integrate innovative thinking into strategic planning, leveraging both internal insights and external best practices.
Execution & Integration- Lead cross-functional initiatives that improve strategy formation, signal processing, and operational workflows-including both tactical, team-developed tools and enterprise-scale applications developed in collaboration with LMI Product and Technology.
- Design and implement quantitative models-including factor-based frameworks, relative value engines, and systematic credit strategies-that augment fundamental decision-making and support the evolution toward a quantamental investment process.
- Drive the adoption of robust analytics platforms, modern data infrastructure, Python-based tooling and research infrastructure to support repeatable, scalable investment execution.
- Ensure initiatives are operationalized across the investment platform and embedded into daily decision-making.
Talent, Influence & Collaboration- Manage, mentor, and develop a high-performing team, fostering a culture of intellectual curiosity, continuous learning, and applied experimentation.
- Act as a key strategic partner to Portfolio Managers, Traders, and Analysts, ensuring innovation efforts align with GLM's strategic priorities.
- Collaborate with leaders across LMI Product and Technology to evolve the firm's product development model, ensuring greater alignment between investment needs and enterprise technology capabilities.
- Represent GLM externally with industry peers, research partners, and technology providers to ensure Liberty remains at the forefront of investment innovation.
Qualifications:
- 15+ years of experience in capital markets, systematic investing, or quantitative finance, with a track record of developing and scaling investment strategies in institutional environments.
- Deep expertise in systematic fixed income or macro strategies, portfolio construction, factor modeling, and applied quantitative methods. Experience with quantamental investment processes strongly preferred.
- Demonstrated ability to lead cross-functional teams and deliver technology-driven investment solutions.
- Proficiency in investment analytics, data architecture, and programming tools such as Python, SQL, and quantitative libraries (e.g., polars, dask, scikit-learn, quantlib); familiarity with Bloomberg, Aladdin, or similar analytics platforms.
- Bachelor's degree required; advanced degree in a quantitative discipline (e.g., financial engineering, applied mathematics, statistics, economics, physics) or certification (e.g., CFA, FRM) strongly preferred.
Leadership Competencies 
