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For Companies At a Glance
- Tasks: Lead investment strategy and manage a diverse portfolio for a family office.
- Company: Join a newly established family office in the heart of London.
- Benefits: Enjoy competitive compensation and the chance to shape investment strategies.
- Why this job: Make a real impact on financial growth while working closely with senior leaders.
- Qualifications: 15+ years in investment management; advanced degree preferred.
- Other info: Ideal for strategic thinkers passionate about finance and ethical investing.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
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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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 events and seminars to meet potential contacts who can provide insights or referrals.
✨Tip Number 2
Stay updated on current market trends and investment strategies relevant to family offices. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Prepare to discuss your previous experiences in managing complex investment portfolios. Be ready to share specific examples of how you've successfully developed and executed investment strategies that align with financial goals.
✨Tip Number 4
Familiarise yourself with the values and financial objectives of the family office you're applying to. Tailoring your approach to reflect their specific goals can set you apart from other candidates.
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. Emphasise your track record in developing and executing investment strategies, as well as your familiarity with various asset classes.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate your understanding of the family office's goals and values. Discuss how your skills and experiences align with their needs, particularly in strategic thinking and portfolio management.
Highlight Relevant Skills: Focus on showcasing your analytical, decision-making, and communication skills. Provide examples of how you've successfully managed complex investment portfolios and relationships with external managers in the past.
Showcase Your Education: If you have an advanced degree or relevant certifications like an MBA or CFA, make sure to highlight these prominently. This will demonstrate your commitment to the field and enhance your credibility as a candidate.
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 investment strategies. Be prepared to discuss your past experiences in creating successful investment plans and how you align them with financial goals.
✨Highlight Your Analytical Skills
Given the importance of financial analysis in this role, make sure to provide examples of how you've used analytical skills to evaluate investment opportunities. Discuss specific tools or methodologies you've employed in your previous positions.
✨Demonstrate Relationship Management
The CIO will need to manage relationships with external managers and advisors. Share instances where you've successfully built and maintained professional relationships, and how these contributed to achieving investment objectives.
✨Prepare for Ethical Discussions
Integrity and ethical standards are paramount in investment management. Be ready to discuss how you've navigated ethical dilemmas in your career and how you ensure that your investment strategies align with the values of the family office.
