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Investment Professional
2 weeks ago
- Developing and implementing investment strategies, including building and managing investment portfolios;
- Performing investment research and market analysis with recommendations to buy or sell a specific financial product or asset class; and
- Trading of financial instruments in compliance with relevant regulations and industry standards as well as in alignment with the fund's investment strategy/objective, which could include liquidity management and deal structuring
Requirements:
- A minimum degree in finance or professional certification (e.g., CMFAS or CFA) is considered when assessing the academic background of the proposed IP
- Experience in investment management or in Mergers and Acquisitions (if the fund has a focus on PE/VC/direct investments) are considered when assessing the professional experience of the proposed IP
- IP is expected to be working fulltime on the family office and should not hold any executive positions elsewhere
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