Strategic Asset Manager
vor 1 Woche
We are a Family Office seeking a Senior Strategic Asset Manager, passionate about wealth management, to join our team on a permanent basis. If you have solid experience in equity and investment funds and wish to work in a dynamic environment with a customized asset management approach, this opportunity is tailored to your needs. You will have the chance to work on high-level projects, with key responsibilities, and benefit from a stimulating working framework where collaboration with an experienced team and autonomy will enable you to make a real impact on the performance and growth of the Family Office.
Job Description:Key Responsibilities:
- Monitor the investment process
- Manage model portfolios as well as real clients, ensuring the suitability of investments
- Maintain and update the Credit Facility spreadsheet
- Monitor and manage clients' LTVs
- Maintain and update third-party investment products (Funds, AMCs, equity...) in investment committee meetings
- Daily use and upgrade of the Portfolio Management system (Evoq)
- Prepare quarterly reports for clients (Evoq)
- Respond to specific client requests
- Write clear and well-informed investment recommendations based on thorough research and analysis
- Help manage and optimize current client relationships while upholding control frameworks for verifying banking transactions in conformity with Compliance or Internal Audit rules and best market practices, and follow up on trade discrepancies, failures, or customer inquiries with other departments or external parties.
Requirements:
- Solid experience in equity and investment funds
- Ability to work in a dynamic environment with a customized asset management approach
- Collaboration skills and ability to work with an experienced team
- Autonomy and ability to make a real impact on the performance and growth of the Family Office
Benefits:
- Fully utilized benefits package including salary, bonus, pension plan, 20 days vacation and sick leave, life insurance and medical expenses reimbursement
- Ongoing training and professional development opportunities
- Working environment with office space, coffee machine, foosball table, books and toys shelf and psychological assistance program
Estimated Salary: $120,000 per year
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