Senior Investment Strategist

12 hours ago


London, Greater London, United Kingdom Agreus Full time
Job Title:

Senior Investment Strategist

Company Overview:

Agreus, a single family office based in London, is seeking an experienced Senior Investment Strategist to lead the development of their investment strategy and portfolio. The ideal candidate will have a strong background in global investments and be able to create, implement, and coordinate a comprehensive family financial strategy.

Estimated Salary:

£120,000 - £180,000 per annum, depending on experience.

Job Description:

The Senior Investment Strategist will be responsible for creating and implementing a holistic oversight and management strategy for the family's assets. This will include initiation of primary investment decisions, asset allocation, manager selection, and due diligence. The role will also involve 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.
Required Skills and Qualifications:

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.
Benefits:

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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