Job Description

A prestigious Private Family Office supporting a high-net-worth Principal is seeking an experienced Investment Manager / Investment Associate / Portfolio Associate to assist in the oversight and management of a globally diversified investment portfolio across public markets, private equity, alternatives, and structured investments.

This role combines technical investment oversight (50%) with strategic coordination and stakeholder liaison (50%), acting as the key interface between the Principal and external financial institutions. The mandate focuses on disciplined capital deployment aligned with a long-term objective of achieving ~5% returns above inflation while preserving capital stability.

This is a high-trust, Principal-facing role within a lean and dynamic investment environment.

Key Responsibilities

Investment & Portfolio Management

• Monitor performance across multi-asset portfolios including equities, fixed income, private equity, hedge funds, structured products, and real assets
• Evaluate portfolio positioning relative to benchmarks and inflation-adjusted targets
• Conduct investment research and due diligence on fund opportunities, direct investments, and alternative strategies
• Review investment proposals from private banks and asset managers with independent assessment
• Track commitments, drawdowns, distributions, and exits across private market investments
• Prepare concise investment summaries and performance dashboards for the Principal

Alternative Investments & Structuring Exposure

• Support evaluation of:
• private equity funds
• co-investment opportunities
• private credit strategies
• direct investments
• Review subscription agreements, term sheets, and investment documentation
• Coordinate with legal and tax advisors on investment execution
• Maintain pipeline visibility across counterparties and opportunities

External Advisor & Private Bank Coordination

Act as a central liaison between the Principal and:

• private banks
• custodians
• wealth managers
• asset managers
• legal advisors
• tax consultants

Responsibilities include:

• consolidating reporting across institutions
• reviewing recommendations from counterparties
• ensuring alignment with portfolio strategy
• maintaining oversight of investment execution workflows

Liquidity Planning & Internal Coordination

Work closely with internal finance stakeholders to:

• align investment activity with liquidity requirements
• coordinate capital calls and distributions
• track treasury movements across holdings
• support integration between personal and business investment exposure

Reporting & Governance Support

• Maintain structured investment documentation and records
• consolidate portfolio exposure across institutions
• prepare periodic investment performance reports
• support governance, compliance readiness, and audit documentation where required