Chief Investment Officer – Family Office, London

·
Full time
Location: London
·
Job offered by: Agreus
·
Chief Investment Officer – Family Office, London

Excellent opportunity to join a newly set up family office based in the UK. Overview:

Responsible for the leadership, strategic direction, and performance of all investment activity. Jointly responsible with CEO for the success of our investment activities. The CIO will be accountable to the CEO and Board. Job Description: The Chief Investment Officer (CIO) is responsible for developing and implementing the investment strategy for the family office. The CIO will oversee the investment portfolio, manage relationships with external managers, and ensure that investment activities align with the family’s financial goals, values, and risk tolerance. The CIO will work closely with the Investment Committee and other senior leaders to drive long-term financial growth and maintain a diversified and sustainable investment portfolio. Key Responsibilities: Develop and implement the overall investment strategy for our company, including asset allocation, investment selection, and portfolio management. Define investment goals, performance benchmarks, and risk management frameworks in alignment with the family’s financial objectives and values. Oversee the management of the investment portfolio, including the selection, monitoring, and evaluation of investment opportunities across various asset classes (e.g., equities, fixed income, private equity, real estate). Regularly review and rebalance the portfolio to maintain alignment with investment objectives and market conditions. Identify, evaluate, and select external investment managers, advisors, and consultants. Provide strategic advice to the family office on investment opportunities, market trends, and financial planning. Candidate Profile Sought: Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. An advanced degree (MBA, CFA, or equivalent) is highly preferred. Experience: At least 15 years of experience in investment management, with a proven track record of developing and executing successful investment strategies. Skills: Strong knowledge of investment products, market trends, and financial analysis techniques. Excellent analytical, decision-making, and strategic thinking skills. Demonstrated ability to manage complex investment portfolios and relationships with external managers. Proficiency in financial modeling, portfolio management software, and data analysis tools. Strong communication and presentation skills, with the ability to explain complex financial concepts to a non-expert audience. High level of integrity, professionalism, and ethical standards.

#J-18808-Ljbffr

Recent Jobs

London (On site) · Full time

Are you a smart, driven professional who takes pride in making a difference in local communities? Turner & Townsend’s Real Estate division is experiencing significant growth and we’re looking for an experienced industry professional with health project experience to join our high-performing and collaborative Project Management team. Why Join Us? Impactful Work: Contribute to social [...]Read More... from Assistant Project Manager – Healthcare See details

Chasetown (On site) · Full time

My client, Autosmart International are a manufacturing success story! Site Operations Manager – leading fast-paced manufacturing and warehousing About Our Client Autosmart International is a manufacturing success story, leading the field in vehicle cleaning products. We are the No.1 choice of automotive trade customers across the UK. We have doubled in size in the last [...]Read More... from Site Operations Manager See details

London (On site) · Full time

CSS are looking for an experienced duty officer to join our client’s team who are a local council responsible for all areas within the Tendering district. Working hours: All shifts are 8 hours long with various start times available: Monday to Friday – start times between 6AM – 3PM Saturday & Sunday – 6AM – [...]Read More... from Duty Officer See details