Head of Investment Strategy, Family Office, London

Posted 5 days ago by eFinancialCareers

Register and upload your CV to apply with just one click

Key Responsibilities:

  • Define investment policy, strategic asset allocation, and tactical investment strategy
  • Produce global macro-economic and market trends, monitor portfolio performance, and formulate investment views and tactical ideas.
  • Lead the origination and due diligence of new investment ideas both direct (equity and fixed income) as well as through third party fund managers 
  • Conduct in-depth due-diligence on external third-party managers 
  • Overall Portfolio Management responsibilities, monitoring of portfolio holdings across risk and liquidity management
  • Leading regular investment appraisal and discussions with the investment team
  • Leading pitches to the investment committee and family. 


Key Requirements:

  • 15-20+ years of proven track record of multi-asset investing 
  • Bachelor's or Master's degree in Finance, Economics, or a related field.
  • Relevant additional certifications (e.g.CFA) preferred.
  • Strong understanding of micro and macroeconomic concepts
  • Quantitative /modelling experience beneficial 
  • Excellent communication and presentation skills, capable of producing insightful reports and leading discussions with investment committees and teams.

Reference: 52479349

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job