[Job Description
Roles & Responsibilities
About Our Client
The client is a single-family office and manages a well-diversified portfolio of investments across public and private markets. They're seeking a highly motivated and experienced Assistant Investment Manager to join the team and play a critical role in their investment processes and portfolio management.
Job Description
Lead the screening, evaluation, and due diligence process for new prospective investment opportunities across various asset classes. Conduct comprehensive financial analysis and risk assessment to support investment decisions. Develop and maintain a robust pipeline of investment opportunities through proactive market research and networking. Develop and nurture direct relationships with investment managers and undertake thorough due diligence of external managers, including performance analysis, strategy evaluation, and operational assessments. Conduct regular portfolio reviews, rebalancing, and performance analysis to optimize returns and manage risks. Track portfolio liquidity, income generation, and asset allocation across funds, direct investments, and discretionary mandates. Prepare detailed investment memos, presentations, reports for investment committee board approvals undertake periodic performance reporting.
Assist in developing executing the family office's strategic investment plan.
The Successful Applicant
CFA Charter Holder or MBA from a top-tier institution Minimum of 7+ years of relevant multi-asset class investment experience. Generalist experience across various asset classes sectors is required Ability to efficiently effectively research summarize information communicate recommendations with high conviction Proficiency in investment management software tools Highly adaptable with excellent time-management multitasking abilities High degree integrity professionalism]
Key Job Requirements:
Employment Type
PO Box
Collected From
Publish Date
Apply By
Contrary to popular belief, Lorem Ipsum is not simply random text. It has roots in a piece of classical Latin literature from 45 BC, making it over 2000 years old. Richard McClintock, a Latin professor at Hampden-Sydney College in Virginia, looked up one of the more obscure Latin words, consectetur, from a Lorem Ipsum passage, and going through the cites of the word in classical literature, discovered the undoubtable source. Lorem Ipsum comes from sections 1.10.32 and 1.10.33 of "de Finibus Bonorum et Malorum" (The Extremes of Good and Evil) by Cicero, written in 45 BC. This book is a treatise on the theory of ethics, very popular during the Renaissance. The first line of Lorem Ipsum, "Lorem ipsum dolor sit amet..", comes from a line in section 1.10.32.
