Head of Investment Strategy, Family Office, London

3 weeks ago


London, United Kingdom Logan Sinclair Full time

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.


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