Equities Specialist

Overview: We are seeking a dynamic Investment Specialist to join a renowned family office team, specializing in fund investments and individual stock picking. This pivotal role requires an experienced professional with a strategic mindset and a strong background in managing individual stock portfolios and evaluating fund opportunities within a prestigious family office environment.

Key Responsibilities:

• Individual Stock Portfolio Management:

  • Take leadership in managing and optimizing individual stock portfolios to align with investment objectives.
  • Conduct rigorous research and analysis to identify high-potential investment opportunities.

• Fund Investment Origination and Due Diligence:

  • Lead the origination process for new fund investments, performing comprehensive due diligence.
  • Evaluate fund strategies, performance metrics, and risk profiles to support informed investment decisions.

• Preparation of Investment Committee Materials:

  • Prepare thorough investment memos and presentations for the Investment Committee.
  • Present findings, investment recommendations, and performance updates effectively.

• Strategic Support for Family Office Initiatives:

  • Collaborate closely with senior management to prioritize and execute key initiatives of the family office.
  • Provide strategic insights and contribute to discussions shaping investment strategies.

• Relationship Management and Network Building:

  • Manage and cultivate relationships with key external partners, including fund managers and industry experts.
  • Expand networks within the investment community to stay abreast of market trends and emerging opportunities.

Additional Responsibilities:

• Portfolio Analysis and Reporting:

  • Generate comprehensive reports on portfolio performance, individual stock holdings, and fund investments.
  • Conduct detailed analysis to monitor portfolio health, performance benchmarks, and risk exposure.

• Compliance and Risk Oversight:

  • Ensure strict adherence to regulatory requirements and internal policies.
  • Implement robust risk management practices to safeguard investments and mitigate potential risks.