Family Office Portfolio Manager
19 hours ago
Family Office Portfolio Manager
Company Overview:Agreus, a London-based single family office, is looking for an experienced Family Office Portfolio Manager to oversee the investment strategy and portfolio management of their assets. The ideal candidate will have a strong background in global investments and be able to lead the family through various stages of investments.
Estimated Salary:£150,000 - £220,000 per annum, depending on experience.
Job Description:The Family Office Portfolio Manager will be responsible for creating, implementing, and coordinating a comprehensive family financial strategy. This will involve initiation of primary investment decisions, asset allocation, manager selection, and due diligence. The role will also require leading the family through various stages of investments and ensuring alignment with their objectives.
Key Responsibilities:- Create and implement a comprehensive family financial strategy and IPS.
- Initiate primary investment decisions to fulfill family investment objectives.
- Organize and implement an asset allocation strategy based on principles and benchmarks agreed upon by the CEO/Principal.
- Select and monitor money managers who carry out investing activities, including cash management, bonds, equities.
- Conduct due diligence on potential partners through reputable investigative firms.
The successful candidate will have:
- A CIO or Senior Investment role within a Family Office with extensive experience in global investments.
- A solid investments background, understanding classical traditional liquid asset classes and alternative investments like private equity, hedge funds.
- Confidence in managing proprietary investments, including asset allocation and manager selection.
The role offers a competitive salary, commensurate with duties and demands of the position, as well as the opportunity to work with a dynamic team in the early stages of a family office's development.
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