Investment Manager Multi-assets
vor 22 Stunden
**Industrial Sector**:
Family Office
**Job Duties**:
In cooperation with a Zurich based agency we are looking for an Investment Manager Multi-Assets.
As part of the new team you will provide services tailored to the needs and objectives of one of the principle families. Entrepreneurial, philanthropic and cosmopolitan are only three words to describe the family.
The Investment Manager will work with the Head of the Family Office and the family to design and implement an investment strategy that will serve the needs of the family now, while also ensuring multi-generational success.
In detail this will be the content of this versatile role:
Monitoring of existing investments in various fields (e.g.financial, real estate, charities, etc.)
Work with the family and experts to design long term investment strategy and review/update at least annually
Build and manage an asset allocation model to support that strategy and review/update at least quarterly
Evaluate and analyze all current investments for suitability within that model
Prepare and implement a migration plan where it doesn’t fit
Work with the Head of the Family Office to design and implement a banking strategy that suits above plans
Develop a large network of EAMs globally that can manage the various investments
Link up EAMs as needed to leverage information to optimize returns (for example, feed intel from PE investments to groups managing public equity investments to review IPO opportunities)
Create and manage investment funnel if and as needed, and chair regular investment committee meetings to facilitate same
Manage short term (
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