4 Senior Investment Manager Jobs

Senior Investment Manager

Agreus

9-12 years

Remote

1 vacancy

Agreus

posted 3mon ago

Key skills for the job

+ 3 more

Experience in constructing and managing multi-asset investment portfolios, ideally within a Family Office and ideally committee level experience
Experience in building and executing on a rigorous investment process, and able to evaluate and offer improvements to the existing investment process
You will have outstanding analytical, IT, and communication skills
Experience in critiquing strategies, portfolios, and products, and presenting on strategic and tactical changes
Experience and understanding of family office operations, and able to work in a small team but dynamic environment
Experience in dealing and execution would be preferable
You will need to be CFA qualified

Responsibilities:

Primary responsibilities of the role will include:

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 and presenting on new opportunities for investment, strategically and / or tactically
Overseeing, managing, and challenging appointed asset managers, and summarising their activity and performance on a regular basis to the CEO / Principal
Undertake regular competitive analysis to benchmark existing portfolios and asset managers against their peers and / alternatives
Take ownership of all aspects of portfolio reporting, and consolidated reporting
Devises and implements an asset allocation strategy in accordance with the risk profile and return objectives of the Principal, and as directed by the CEO
Interest and knowledge of the tech sector would be advantageous
Due Diligence on existing and newly proposed investment strategies