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For Companies At a Glance
- Tasks: Lead investment strategies and manage a diverse portfolio in a dynamic family office.
- Company: Join a prestigious Single Family Office based in London, focused on absolute return investments.
- Benefits: Enjoy a full-time role with occasional remote work flexibility and opportunities for travel.
- Why this job: Be part of a close-knit team, influencing significant investment decisions and exploring new business ventures.
- Qualifications: Extensive experience in investment management, particularly in private equity and family office environments.
- Other info: This role requires strong leadership skills and a cultural fit with an engaged family.
The predicted salary is between 72000 - 108000 £ per year.
Our client is a Single Family Office looking to add a senior member of staff within their established entity in London. The position will report to the CEO and include direct access to the Principals.
The family office holds an Absolute Return philosophy and invests across all asset classes, with a bias toward the US and Asia. A significant portion of the portfolio is invested in Private Equity, mainly via Funds and Joint Ventures. Public Market investments - Bonds and Equities - are generally on a direct basis and there is also a strategic investment in Real Estate and hotels.
This is a demanding role, requiring both flexibility and full time commitment. It will be based in the London office five days a week, with travel as required. They do not have a hybrid working practice but allow working from home if circumstances make it important on occasion.
To be successful in this role you will likely be in a CIO or senior investment role within a Family office, with extensive experience in strategic asset allocation across multi-asset classes and especially Private Equity. You will have full understanding of all aspects of investments including both classical traditional liquid asset classes (Equities, Fixed Income, FX, Structures) and more alternative investments like private equity, hedge funds and the like. You will be capable of managing proprietary investments and all the aspects of asset allocation and manager selection and be confident in leading the family through all the various stages of investments. The ideal candidate must have proven team leadership experience.
The family is engaged and actively involved in the business and the role will also involve liaising with external stakeholders critical to the business. Having a technical understanding is important but personal and cultural fit is of equal value to the family.
Key Responsibilities:The successful applicant will be required to:
- Oversight of the diverse investment portfolio.
- Manage the expansion of investments in both public, private and alternative markets.
- Arrange and undertake due diligence on potential investments.
- Prepare and present financial proposals to the family.
- Explore new business opportunities for the group.
- Lead and have oversight of the Asset Allocation process.
- Lead and have oversight of the Manager Selection Process.
An applicant will have to show a steady career progression. The applicant must have experience in managing public and/or private equity portfolios. The successful candidate will have more than extensive experience in the investment or financial industry, with a strong preference for experience in a family office or dealing with HNW individuals. Finally, the successful applicant will have the flexibility to undertake a variety of duties and additional responsibilities as, and when, necessary.
Please note that given the high level of interest in this role, we will not be able to reply to all correspondents and will only come back to the best qualified applicants for the role. Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.
If you would like to find out more about the role, please send a (preferably Word) copy of your latest CV.
Chief Investment Officer employer: Agreus Limited
Contact Detail:
Agreus Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Chief Investment Officer
✨Tip Number 1
Network with professionals in the family office space. Attend industry events, seminars, or webinars where you can meet individuals who are already working in similar roles. Building relationships can often lead to insider information about job openings and recommendations.
✨Tip Number 2
Stay updated on market trends and investment strategies, particularly in private equity and alternative investments. Being well-versed in current developments will not only enhance your knowledge but also demonstrate your commitment and expertise during discussions with potential employers.
✨Tip Number 3
Prepare to discuss your leadership experience in detail. Since this role requires proven team leadership, think of specific examples where you've successfully led a team through challenges or achieved significant results in investment management.
✨Tip Number 4
Research the family office's investment philosophy and portfolio. Understanding their approach to asset allocation and the types of investments they favour will allow you to tailor your conversations and show that you're genuinely interested in their operations.
We think you need these skills to ace Chief Investment Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing public and private equity portfolios, as well as your leadership roles. Emphasise any relevant experience in family offices or with high-net-worth individuals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the Absolute Return philosophy and your strategic asset allocation experience. Mention your ability to liaise with external stakeholders and your flexibility in handling various responsibilities.
Highlight Relevant Skills: In your application, clearly outline your skills in due diligence, financial proposal preparation, and manager selection processes. These are crucial for the role and should be evident in your application.
Showcase Cultural Fit: Since personal and cultural fit is important to the family, include examples in your application that demonstrate your ability to work collaboratively and lead teams effectively. This will help you stand out as a candidate.
How to prepare for a job interview at Agreus Limited
✨Demonstrate Your Investment Acumen
Be prepared to discuss your extensive experience in managing public and private equity portfolios. Highlight specific examples of successful investments you've overseen, particularly in private equity, and how they align with the Absolute Return philosophy.
✨Showcase Leadership Skills
Since the role requires proven team leadership experience, be ready to share instances where you've led a team through complex investment decisions. Discuss how you foster collaboration and drive results within your team.
✨Understand the Family Office Culture
Research the family office's values and culture. Be prepared to explain how your personal and professional values align with theirs, as cultural fit is just as important as technical skills for this position.
✨Prepare for Stakeholder Engagement
Given the need to liaise with external stakeholders, think about your approach to building relationships. Prepare examples of how you've successfully engaged with stakeholders in previous roles, focusing on communication and trust-building.
