Investment Manager - Family Office

About the role

The Investment Manager works closely with the CIO to manage the Family Office's multi-asset portfolio covering equities, fixed income and alternative investments. The role covers the full investment lifecycle, from research and asset allocation to execution and performance monitoring, and contributes to the overall investment strategy in line with the office's objectives and risk appetite.

Key responsibilities

• Support the CIO in developing and implementing investment strategies and asset allocation across multiple asset classes
• Conduct macroeconomic, market and sector research, evaluate opportunities through fundamental research, financial analysis, valuation and due diligence, and develop investment theses
• Support portfolio construction, execution and rebalancing, and monitor performance, exposures, liquidity and risk
• Review existing investments and recommend adjustments, reallocation or exits, and prepare proposals, reviews and performance reports against benchmarks
• Monitor market, credit, interest rate, FX and liquidity risks and ensure compliance with investment guidelines and mandates
• Support investment governance, policies and reporting, and take part in Investment Committee discussions
• Help build investment processes, research capabilities and reporting infrastructure, and build relationships with fund managers, brokers and other partners

Required profile

• Degree in Finance, Economics, Engineering or a related discipline; CFA, MBA or equivalent preferred
• 7-12 years of investment experience in asset management, family offices, institutional investors or private banks
• Experience managing investments across one or more asset classes, with multi-asset exposure preferred
• Strong understanding of financial markets, portfolio construction, asset allocation and risk management
• Good knowledge of global macroeconomic developments and their impact on portfolios
• Excellent communication skills and ability to present investment views to senior management

Required skills

• Analytical, quantitative and reporting skills, with familiarity with portfolio analytics and risk systems
• Python proficiency is an advantage