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.
