Our client is a dynamic and highly service orientated Multi Family Investment Office. They offer investment and portfolio management services to a small number of ultra-high net worth clients and are currently in search of a CIO to manage the Investment Team.
They follow a thematic strategy generally investing in chosen themes via the best asset class to produce the best result. They are multi-asset class and there is a weighting toward investing via Managers rather than direct equities but will utilise the best tool for the job which will include some direct and single stock investing, ETFs and Fixed Income.
The CIO will have a Macro Analyst background and outlook, with a Thematic investment strategy taking a view of the Macro Economic Environment, so very much an Institutional, perhaps Endowment mindset.
Clients are sophisticated investors and the CIO will need to be able to communicate with them at a high level.
Required Experience:
- An experienced Senior Investment Manager/CIO with a thematic, top-down approach to investing and knowledge of a broad range of asset classes
- Used to working autonomously or within a small team
- Extensive knowledge and experience in security analysis/research whilst having a strategic understanding of the investment landscape.
- Macro Economic and Strategy Analyst experience.
- Past experience to include buy-side and portfolio management experience
- Generation and implementation of investment ideas, portfolio strategy and investment allocations across all asset classes (Liquidities, Equities, Fixed Income, Alternatives).
- Head up the cross-asset Investment Committee.
This is a key role within the office with the potential to develop within the Family Office.
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 Jeremy Green at jeremyg@agreusgroup.com
REF: AGR2785