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Job Description
Key Responsibilities:
1. Investment Strategy
- Develop and execute the overall investment strategy across asset classes.
- Define strategic and tactical asset allocation frameworks.
- Align investment approach with the familys risk appetite, return expectations, and liquidity needs.
2. Portfolio Management
- Oversee the end-to-end management of the investment portfolio.
- Monitor performance, risk exposures, and portfolio diversification.
- Conduct periodic portfolio reviews and rebalancing.
3. Direct Investments & Deal Evaluation
- Identify and evaluate direct investment opportunities (Public equity, private equity, venture capital & real estate assets).
- Lead due diligence, financial analysis, and investment structuring.
- Execute and monitor co-investments and strategic investments.
4. Fund & Manager Selection
- Identify and onboard external fund managers, advisors, and investment partners.
- Conduct ongoing performance evaluation and governance oversight.
- Maintain relationships with key market participants and intermediaries.
5. Risk Management
- Establish risk management frameworks across market, credit, and liquidity risks.
- Implement stress testing and scenario analysis.
- Ensure alignment with the familys investment policy and risk guidelines.
6. Governance & Reporting
- Develop and maintain investment policies and frameworks.
- Provide periodic reporting on portfolio performance and key developments.
- Ensure transparency, documentation, and adherence to governance standards.
7. Market Research & Insights
- Track macroeconomic trends, capital markets, and emerging themes.
- Provide actionable insights and recommendations to the family.
- Leverage data-driven analysis for investment decision-making.
Key Attributes:
- Strong investment judgment and track record across asset classes.
- High integrity, discretion, and fiduciary mindset.
- Strategic thinking with a long-term orientation.
- Strong analytical and financial modelling capabilities.
- Excellent stakeholder management and communication skills.
- Ability to operate in a confidential, relationship-driven environment.
Skills
OfficeFinancial AdvisoryFamily OfficeInvestmentAdvisoryInvestment AdvisoryFinanceAccountingDiscretionIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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