We are currently representing a brand new a Multi Family Office who are looking to add an experienced Technical Investment Individual to their team here in London.
The Candidate
- Excellent Academics, graduating from top Universities in relevant fields.
- MBA, CFA, or equivalent advanced degree/certification preferred.
- 6-10 years' experience, in strategic asset allocation, portfolio management, or investment advisory roles, preferably within a family office or private wealth management environment.
- Strong analytical skills, with the ability to interpret complex financial data and market trends.
- Excellent communication and presentation skills, with the ability to articulate investment strategies and performance to clients clearly and confidently.
- Proven track record of building and maintaining client relationships.
The Role
- Develop and implement strategic asset allocation strategies to optimise client portfolios, considering market conditions, economic forecasts, and investment goals.
- Conduct thorough market research & analysis to identify investment opportunities and risks across various asset classes, including alternatives and ETFs.
- Construct, manage, monitor performance of client portfolios, ensuring alignment with their objectives and risk tolerance.
- Provide expert advice and recommendations to clients on strategic asset allocation.
- Implement strategies to mitigate potential portfolio risks and ensure the stability and growth of assets.
- Build and maintain strong relationships with clients, providing tailored investment solutions.
- Prepare and present investment reports & performance reviews to clients, articulating the rationale behind strategic decisions and portfolio performance.
- Ensure all investment activities comply with regulatory requirements.
