A Single Family Office is looking to recruit an Investment Analyst to join a sophisticated Family Office in Casablanca, Morocco. The position will report to the FO’s Asset Management Department.

The Family Office’s source of wealth stems from a portfolio of successful operating businesses diversified across different industries from Financial Services, BPO/ CRM to Education and Agriculture. The Family Office already has a team of highly competent family officers and investment specialists and runs a diversified portfolio consisting of multiple asset classes.

Objectives:

  • The family office’s primary objective is to preserve capital and provide diversification to the family-owned group’s overall portfolio.
  • The family office is also responsible for:
  • The creation of a definition of the asset allocation strategy based on the criteria defined by the Group (liquidity criteria, risk profile, investment horizon) and the definition of the investment universe
  • Selection of investments managers (alternative, specific strategies) and/or picking of individual lines of assets (equities, fixed income, commodities)
  • Continuous benchmarking of managers and definition of mandates
  • Line-by line monitoring of portfolio holdings and reporting of alerts
  • Stress test of portfolios and identification of risks
  • Market analysis and global vision of the investment universe

Responsibilities:

  • Financial analysis and valuation of direct (equities, bonds etc…) and indirect (fund) portfolio holdings, including in-depth analysis and modelling (understanding business models, valuation models and sensitivity analyses according to different scenarios)
  • Modelling of economic and financial prospective scenarios
  • Periodic analysis of the evolution of the financial markets (stock markets and interest rate markets)
  • Ongoing analysis of the performance and risk profiles of the various managers making it possible to select the best managers as well as the best funds
  • Stress testing of portfolios using different parameters
  • Development of a reporting of aggregated portfolios with different performance indicators and risk (performance contribution by pocket and by security, issuer exposure, etc.)
  • Preparation of deliverables for investment and manager committees

Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.

If you would like to find out more about the role, please send your latest CV to Shabana Saeed at shabanas@agreusgroup.com.

REF: AGR2912