Senior Family Office Investment Analyst recruitment
Senior Investment Analyst for a Family Office.
A $500m+ family office is a looking for a senior and experienced Investment Analyst to join their team. This person will be the sole Investment Professional in the family office and as such will require a variety of skills and experience. We are ideally looking for someone with global cross asset knowledge, experienced in income generation, capital preservation and tax law.
They will need to be hands on and able to work in a small team and will also be trustworthy, dependable, credible and professional at all times and be able to maintain discretion. They should be self motivated, have strong communication skills across all walks of life, show enthusiasm and be able to deliver results.
Previous Family Office or Wealth Management experience would be preferable but is not essential. An analytical and research intensive background is beneficial and this person will be a graduate and ideally have their CFA. We are looking for someone with a minimum of 7 years post graduate experience but are more than open to individuals with a much higher degree of experience.
The day to day responsibilities will include reviewing and periodically commenting on the Asset Allocation and Investment Strategy and make appropriate recommendations for change. In general monitor all investments to ascertain their behaviour as a standalone investment, against benchmarks and risk profile, identify discrepancies and anomalies. Take role on Investment Committee. Report, communicate, present to interested parties and to agreed reporting timetable.
This role will ideally be based in Marlow (west of London) however there may be some degree of flexibility over location for the right individual.