Investment Consultant

1 month ago

London, United Kingdom Agreus Full time

Investment Associate – Single Family Office, London
An opportunity has arisen to join a Single Family Office as an Investment Associate, working directly with the two founding Partners of the Family Office.
They act as a boutique discretionary investment manager deploying capital and managing assets for an anchor Family and expect to further grow through asset appreciation and onboarding of further Family-Office clients.
Their endowment-style portfolio management consists of a broad range of global asset classes; fixed income, private credit, public equity, private equity, venture capital, alternatives, real estate and impact investments. These strategies are enacted both directly or through leading third-party managers with the focus on fundamental principles and a long-term investment horizon.
Experienced in multiple financial disciplines, ideally with a strong track record within direct investing, fund selection, and asset allocation.
Solid fundamental understanding of investing across all major asset classes.
Analytical and modelling skills and the ability to navigate a set of company accounts, think critically about risk and return, and commercially understand different asset classes.
Ability to independently research and analyse new investment opportunities, present investment papers, and interact with all stakeholders.
Ability to source investment opportunities, whilst not expected, is a plus.
Analysing and evaluating companies, managers, funds, strategies, and potential investment opportunities
Working on investment performance and analysis
Assist with asset allocation analysis, performance monitoring across assets and asset classes, including operational and strategic reviews.
Identifying new opportunities and innovative ideas for investment
Attend investment pitches and investor presentations, conduct independent analysis, and write summaries.
Lead investment due diligence with Partner oversight.
Financial modelling and projection of performance, profit and loss, balance sheet and cash flows, including stress testing unit economics and valuations.
Industry competitive analysis and forecasting
Preparation of proposals for the investment committee. Writing internal reporting, memorandums and investment recommendations from pre-investment through to exit
Investment and deal execution including documentation and liaising with legal teams and other external parties.
Growing, managing and evaluating the investment pipeline
Bachelor’s degree from a leading university and preferably CFA qualified, or a willingness to undertake the charter.
Excellent skills across Microsoft Word, Excel and PowerPoint, with strong attention to detail and ability to produce work across all three applications to a professional standard with first-rate attention to detail.
Experience of equity analysis and investing, at company, industry and asset class level
Experience with multi-asset class analysis and investing from a principal investment perspective, including sourcing and evaluating fund managers.
Demonstrable understanding of and interest in, capital markets, financial services and technology
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