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- Tasks: Lead and shape the investment strategy for a new family office in London.
- Company: Join a dynamic family office focused on strategic investment growth.
- Benefits: Enjoy a pivotal role with potential for significant impact and leadership.
- Why this job: Be at the forefront of investment decisions that align with family values and financial goals.
- Qualifications: 15+ years in investment management; advanced degree preferred.
- Other info: Ideal for seasoned professionals ready to drive long-term financial success.
The predicted salary is between 72000 - 108000 £ per year.
Chief Investment Officer – Family Office, London
Excellent opportunity to join a newly set up family office based in the UK.
Overview: Responsible for the leadership, strategic direction and performance of all investment activity. Jointly responsible with CEO for success of our investment activities. The CIO will be accountable to CEO and Board.
Job Description:
- The Chief Investment Officer (CIO) is responsible for developing and implementing the investment strategy for the family office. The CIO will oversee the investment portfolio, manage relationships with external managers, and ensure that investment activities align with the family’s financial goals, values, and risk tolerance. The CIO will work closely with the Investment Committee and other senior leaders to drive long-term financial growth and maintain a diversified and sustainable investment portfolio.
Key Responsibilities:
- Develop and implement the overall investment strategy for our company, including asset allocation, investment selection, and portfolio management.
- Define investment goals, performance benchmarks, and risk management frameworks in alignment with the family’s financial objectives and values.
- Oversee the management of the investment portfolio, including the selection, monitoring, and evaluation of investment opportunities across various asset classes (e.g., equities, fixed income, private equity, real estate).
- Regularly review and rebalance the portfolio to maintain alignment with investment objectives and market conditions.
- Identify, evaluate, and select external investment managers, advisors, and consultants.
Provide strategic advice to the family office on investment opportunities, market trends, and financial planning.
Candidate Profile Sought:
Education:
- Bachelor\’s degree in Finance, Economics, Business Administration, or a related field. An advanced degree (MBA, CFA, or equivalent) is highly preferred.
Experience:
- At least 15 years of experience in investment management, with a proven track record of developing and executing successful investment strategies.
Skills:
- Strong knowledge of investment products, market trends, and financial analysis techniques.
- Excellent analytical, decision-making, and strategic thinking skills.
- Demonstrated ability to manage complex investment portfolios and relationships with external managers.
- Proficiency in financial modeling, portfolio management software, and data analysis tools.
- Strong communication and presentation skills, with the ability to explain complex financial concepts to a non-expert audience.
- High level of integrity, professionalism, and ethical standards.
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Chief Investment Officer – Family Office, London employer: Agreus
Contact Detail:
Agreus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chief Investment Officer – Family Office, London
✨Tip Number 1
Network with professionals in the investment management field, especially those who have experience with family offices. Attend industry conferences and events in London to meet potential colleagues and learn about the latest trends.
✨Tip Number 2
Stay updated on market trends and investment strategies that align with family office objectives. Subscribe to relevant financial publications and follow thought leaders on social media to enhance your knowledge and insights.
✨Tip Number 3
Consider reaching out to current or former employees of family offices to gain insights into their operations and culture. This can help you tailor your approach and demonstrate your understanding of their unique challenges.
✨Tip Number 4
Prepare to discuss specific investment strategies you have successfully implemented in the past. Be ready to showcase your analytical skills and how you've managed complex portfolios to achieve financial goals.
We think you need these skills to ace Chief Investment Officer – Family Office, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management, particularly any leadership roles or strategic initiatives you've undertaken. Emphasize your track record in developing and executing successful investment strategies.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate your vision for the investment strategy you would implement as CIO. Discuss how your values align with those of the family office and provide examples of how you've successfully managed complex investment portfolios.
Highlight Relevant Skills: Showcase your strong analytical, decision-making, and strategic thinking skills. Provide specific examples of how you've used these skills to achieve financial growth and manage relationships with external managers.
Demonstrate Communication Skills: Since the role requires explaining complex financial concepts to non-experts, include examples in your application that demonstrate your ability to communicate effectively. This could be through presentations, reports, or stakeholder meetings.
How to prepare for a job interview at Agreus
✨Showcase Your Strategic Vision
As a Chief Investment Officer, it's crucial to demonstrate your ability to develop and implement a comprehensive investment strategy. Be prepared to discuss your past experiences in creating successful investment plans and how you align them with financial goals and risk tolerance.
✨Highlight Your Analytical Skills
Given the importance of financial analysis in this role, make sure to emphasize your strong analytical skills. Discuss specific tools and techniques you've used for portfolio management and how you've applied data analysis to make informed investment decisions.
✨Demonstrate Relationship Management Expertise
The CIO will manage relationships with external managers and advisors. Share examples of how you've successfully built and maintained these relationships in the past, and how you ensure alignment with investment objectives.
✨Prepare for Ethical Discussions
Integrity and ethical standards are paramount in investment management. Be ready to discuss how you uphold these values in your decision-making processes and provide examples of how you've navigated ethical dilemmas in your career.
