Job Description:
1. Investment Analysis and Research:
· Lead analysis of investment opportunities across various asset classes including equities, fixed income, real estate, and alternative investments.
· Research and evaluate potential investments based on their risk-return profile, market trends, and financial performance.
· Generate investment ideas and optimize investment processes.
· Formulate and implement the investment strategies with a focus on alpha generation and attractive risk-adjusted returns through various market cycles.
· Prepare detailed investment memos and presentations for the Investment Committee.
2. Fund and Portfolio Management:
· Oversee a portfolio of institution-sized capital, ensuring optimal asset allocation and risk management.
· Assist in managing the family office's investment portfolio, including asset allocation, rebalancing, and performance tracking.
· Monitor the portfolio's performance and recommend adjustments to optimize returns and manage risks.
3. Relationship Management:
· Build and maintain relationships with external investment managers, advisors, and service providers.
· Ensure alignment of investment objectives by co-ordinating with team members, internal stakeholders and the ultimate beneficial owner.
4. Due Diligence:
· Design and lead due diligence on investment managers, funds, and direct investments to ensure alignment with the family office's investment strategy and risk tolerance.
· Evaluate legal, financial, and operational aspects of potential investments.
5. Reporting and Compliance:
· Keep abreast of market developments, economic indicators and regulatory changes whilst regularly updating senior management and stakeholders on fund performance.
· Monitor and ensure compliance with all relevant regulatory requirements and internal controls.
6. Continuous Learning and Development:
· Stay updated with industry trends, market developments, and investment strategies.
· Continuously improve investment analysis techniques and methodologies.
7. Other Responsibilities:
· Lead in special projects and initiatives related to the investment function of the family office.
Support the Investment Committee in setting investment policies and strategies.