Strategic Investment Professional
2 days ago
We are a professional executive search firm dedicated to providing top talent to the financial industry.
Job Title: Strategic Investment ProfessionalOverview:
The Strategic Investment Professional will be responsible for conducting thorough research on investment products, evaluating performance, risks, and opportunities. This role requires strong analytical skills and attention to detail.
Key Responsibilities:
- Investment Research & Due Diligence: Conduct thorough research on investment products, including mutual funds and hedge funds, to evaluate performance, risks, and opportunities.
- Manager Selection: Identify and assess external portfolio managers, conducting in-depth due diligence to ensure alignment with our investment philosophy.
- Product Structuring: Collaborate on the structuring of private wealth management products tailored to meet the needs of our clients.
- Trade Execution: Execute trades efficiently and accurately, ensuring adherence to investment strategies.
- Asset Allocation: Assist in developing and optimizing asset allocation strategies across multi-asset classes.
- Client Coverage: Engage with clients to understand their investment needs and communicate investment ideas effectively.
- Pitching Investment Ideas: Develop and present innovative investment ideas that align with the family office's goals.
- Research & Analysis: Stay updated on market trends and economic indicators to inform investment decisions and strategies.
Qualifications:
- Education: Bachelor's degree in Finance, Economics, or a related field; CFA designation is preferred.
- Experience: 3 years of experience in investment analysis, portfolio management, or a related field, preferably within a family office or asset management firm.
- Skills: Strong analytical and quantitative skills, exceptional research abilities, and attention to detail.
- Track Record: Proven track record in manager selection and due diligence processes.
- Communication: Excellent communication and presentation skills.
- Creativity: Ability to think creatively and propose innovative solutions.
- Entrepreneurial Spirit: Entrepreneurial spirit with a passion for investment and a proactive approach to problem-solving.
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