SENIOR INVESTMENT MANAGER

SENIOR INVESTMENT MANAGER

Posted - 29 Aug 2019

Location - LONDON, UK

 

 

7+ years of experience

 

An opportunity has arisen to join a Single Family Office as a Senior Investment Manager, working directly with the CIO.

 

Investment strategy is broad but includes Stock Picking, Long Only Funds, ETFs, Corporate & Sovereign bond Funds, Options, Derivatives (currencies, etc.), Hedge Funds, generally invest in 6 or 7 different strategies.

 

Investment is through liquid markets only so Direct Investments are marginal.

 

Successful applicants must be Investment Professionals working within the buy side, ideally with experience working within a Single Family Office. 

 

You must have a fundamental understanding of investing across all the major asset classes but someone with an equities strategies focus would be a good balance to the team.

 

You must have sound analytical and modelling skills coupled with calculating investment risk and return analysis, with an ability to quantify and measure risk and the capability to determine investment return, including IRR analysis.

 

Naturally you will need a clear understanding of portfolio asset allocation, balancing risk and return over a long investment horizon.

 

You must have an interest and experience in researching new investment opportunities with the ability to present investment papers, written clearly with sound analytical argument, for the benefit of the investment committee.

 

Frequent international travel required.

 

Required Experience:

  • Experience with Multi-Asset classes from a Principal Investment perspective, ideally within a Family Office
  • Experience of sourcing & evaluating Fund Managers
  • Experience of a rigorous investment process, able to evaluate and offer improvements to the existing investment process.
  • Offer complimentary skills to the CEO/CIO with a strong knowledge particularly of equities strategies investment

 

Responsibilities:

  • Financial modelling and projection of performance, profit and loss, balance sheet and cash flows.
  • Monitoring the performance and general management of the assets, including operational and strategic reviews
  • Analysing the existing portfolio, highlighting recommended investments, divestments, capital expenditure and diversification opportunities
  • Identifying new opportunities for investment
  • Drafting initial memos and creating initial Financial Models
  • Preparation of proposals for the Investment Committee

 

Professional Background: 

  • The successful candidate will have outstanding intellectual and analytical skills.
  • Experience in multi-asset class investment through markets and via Funds
  • Experience and understanding of a family office – not overly Corporate, not high visibility – and the proven ability to work in a small/boutique sized team.

 

Remuneration – TBC but will be commensurate with the seniority of the role.

 

REF: AGR2573

 

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

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