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