Investment Manager (Family Office)

Job Description and Overview

Our client is seeking an experienced and strategic Investment Manager to oversee and grow the family office’s investment portfolio. This role involves making informed investment decisions while balancing risk and return, ensuring the portfolio aligns with the family’s long-term financial objectives.

Job Descriptions:

1. Develop and execute investment strategies aligned with the family’s goals.
2. Manage a diversified portfolio, including equities, fixed income, real estate, and alternative investments.
3. Monitor performance, adjust strategies, and analyze market trends.
4. Conduct due diligence and present investment recommendations to the family office.
5. Work with external fund managers, advisors, and analysts.

Requirements:

1. Bachelor’s degree in Finance, Economics, or related field; CFA or similar certifications are preferred.
2. At least 2-4 years (Junior) or 5+ years (Senior) of experience in investment or wealth management.
3. Strong understanding of asset classes, financial modeling, and portfolio management.
4. Experience with family office investments is a plus.
5. Ability to explain complex investment strategies to non-financial stakeholders.