Our client, a private family office with a diversified global portfolio, is seeking an Investment Advisor to work directly with the Chairman on the development and execution of investment strategies, with a particular focus on US equity markets.
The successful candidate will play a hands-on role in researching, evaluating, and advising on investment opportunities, providing insights that align with the family office’s long-term objectives. This is an excellent opportunity for an experienced professional seeking to work in a strategic, collaborative, and high-trust environment with direct exposure to principal decision-making.
Key Responsibilities:
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Advise the Chairman on investment strategy and portfolio allocation across US equities and related instruments.
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Conduct in-depth research and analysis on market trends, sectors, and individual securities.
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Identify and evaluate new investment opportunities aligned with the family office’s mandate and risk appetite.
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Monitor and assess portfolio performance, presenting regular updates and recommendations.
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Build and maintain relationships with external managers, brokers, and research providers.
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Contribute to the development of a structured investment framework, reporting processes, and long-term capital preservation strategies.