Investment Manager

This role is uniquely positioned as the first hire within the establishment, offering the opportunity to be a founding team member. The successful candidate will play a pivotal role in building the firm's infrastructure, setting the stage for future hires, and shaping the organization's culture and operational framework.

At the outset, this position is advisory in nature. The Investment Portfolio Manager will provide investment recommendations and analyses to the family principals, who will retain ultimate decision-making authority over investment actions. Over time, opportunities may arise to evolve this dynamic based on mutual trust and demonstrated performance.

The Investment Portfolio Manager will report to the CEO.

Key Responsibilities:

· Perform market research and financial analysis to identify investment opportunities.

· Recommend asset allocation among equities, bonds, VC/PE funds, and co-investments.

· Ensure portfolio compliance with MAS regulations.

· Conduct risk assessments and implement mitigation strategies.

· Conduct due diligence on and monitor external fund managers' performance.

· Ensure accuracy in financial statements for PE Funds, track and forecast capital calls.

Strategic Asset Allocation:

• Develop and implement a robust, long-term asset allocation strategy aligned with the family's financial goals and risk tolerance.
• Continuously monitor and adjust the asset mix in response to market conditions and evolving family needs.

Investment Management:

• Provide comprehensive investment analyses and recommendations across various asset classes, including public equities, fixed income, private equity, hedge funds, and real estate.
• Evaluate and recommend active managers for both public and private investments, ensuring alignment with our investment philosophy.

Legacy Business Analysis:

• Conduct in-depth analyses of our legacy publicly listed business holdings.
• Provide strategic recommendations on potential divestitures or initiatives to catalyze value-enhancing changes within these entities.

Technology and Reporting:

• Lead the selection and implementation of wealth management technologies to streamline operations.
• Aggregate and analyze financial reports from banking and investment providers to present consolidated performance reports.

Collaboration and Communication:

• Foster relationships with external advisors, fund managers, and other stakeholders to support the family's investment objectives.
• Identify and pursue unique investment opportunities that align with the family's interests and values.
• Challenge traditional investment norms and bring innovative ideas to the table.

Operational and Administrative Support:

• Assist in establishing the firm's infrastructure, including setting up systems, processes, and policies.
• Support compliance and structuring matters, ensuring adherence to regulatory requirements.
• Manage administrative tasks associated with starting and running a new company, demonstrating versatility and a hands-on approach.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field; CFA or equivalent designation preferred.
• Minimum of 5 years of experience in investment management, with a strong track record in asset allocation and manager selection.
• Demonstrated experience in analyzing and managing both public and private investments.
• Proficiency in financial analysis, modeling, and performance reporting.
• Familiarity with wealth management technologies and reporting systems.
• Exceptional communication and interpersonal skills, with the ability to work independently and collaboratively.
• Entrepreneurial mindset with a passion for innovation in investment strategies.
• Versatility to handle both strategic and operational tasks in a startup environment.
• Ability to utilise and identify Artificial Intelligence software to increase the efficiency and accuracy of investment tools and increase productivity

Personal Attributes:

• Highly curious and a self-starter, with the ability to work autonomously.
• Willingness to challenge conventional investment approaches and think outside the box.
• Strong alignment with the family's values and investment philosophy.
• Ability to build and maintain trust with the Principal and other stakeholders.
• Adaptability to take on diverse responsibilities beyond traditional portfolio management.