SENIOR INVESTMENT MANAGER

SENIOR INVESTMENT MANAGER

Posted - 19 Jan 2023

Location - LONDON, UK

 

 

 

A Single Family Office in London is looking to hire a Senior Investment Manager to research and recommend investments, funds and external managers as agreed by the Trustees and CEO/CIO.

 

The successful candidate will have extensive experience managing portfolios and as an allocator, substantially to alternatives including hedge funds, PE and VC funds.

 

Responsibilities:

  • Implementing agreed Investment Committee decisions /Trustee instructions
  • Implementing asset allocation strategy as agreed with the trustees
  • Continuously monitors the portfolio with different simulations to assess underlying risk and to ensure it lies within the risk and returns parameters and advising the CIO
  • Managing relationships with external investment advisers/ managers and periodically reviewing their performance against benchmarks
  • Management of reviews of external hedge fund managers and liaising with banking partners in conjunction with the CEO/CIO.
  • Focusing on analysing third party funds and managers/advisers across a range of asset classes and advising on appropriate investment allocations
  • Analysing and monitoring global macro/market developments
  • Supervising internal reports analysing holdings, performance and risk metrics for individual and consolidated portfolios as appropriate
  • Managing liquidity and loan arrangements for the trusts as delegated/instructed by the beneficiaries.
  • Monitoring and projecting cash drawdowns and distributions for private equity and other investments and in conjunction with the CEO/CIO ensuring appropriate funding and liquidity levels are maintained
  • Work closely with the CEO/CIO in making recommendations on the overall asset allocation, risk, leverage of Trust/client portfolios

 

Qualifications:

The applicant will show a steady career progression towards a similar position and must be in a similar role at present. The successful candidate:

  • will have appropriate financial qualifications
  • must have experience in managing portfolios and as an allocator, substantially to alternatives, for at least 15 years
  • will have extensive experience in investments within the financial services industry, preferably with some experience in a family office or multi-family office
  • will have the flexibility to undertake a variety of duties and additional responsibilities as and when necessary

 

Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.

 

REF: AGR2916

 

If you would like to apply for the role, please send your CV to Chloe Walker at chloew@agreusgroup.com

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