Job Responsibilities

• Lead Investment Research & Screening: Identify, evaluate, and screen new investment opportunities across various asset classes, conducting thorough due diligence and financial analysis to assess risks and returns.
• Market Research & Pipeline Development:
• Build and maintain a strong pipeline of investment opportunities through proactive research and networking within relevant markets.Investment
• Manager Relationships: Cultivate and maintain relationships with external investment managers, conducting comprehensive due diligence on their strategies, performance, and operational efficiency.
• Portfolio Monitoring & Analysis:
• Conduct regular reviews of the investment portfolio, including rebalancing and performance analysis, to ensure optimal returns and risk management.
• Investment Reporting: Prepare detailed investment memos, presentations, and reports for decision-making by the investment committee and board, and assist in periodic performance reporting.
• Support Strategic Investment Planning:
• Contribute to the development and execution of the family office's strategic investment plan, helping to align individual investments with broader financial goals.