Mayfair based family office is looking to add an Investment and Research Director to the existing team. You will report directly to the CIO and will be responsible for:
- Maintaining and developing a network of LP's, advisors and placement agents
- Investment sourcing via both private equity and and public fund managers
- Pipeline generation via both desktop research and network including curating pipeline and writing research notes on c.40 top quartile PE managers and liquid managers
- Building and maintaining a network of LPs, advisors and placement agents
- Generation of New investment sourcing and pipeline via both desktop research and network.
- Support team with investment reports and coverage working with team on monthly and quarterly reporting (including board packs) preparation covering performance, capturing key points from managers reports, company earnings summaries and market commentary.
- Investment manager monitoring and coverage capturing key notes from meetings and updates.
- Ad hoc projects including maintenance and improvement of tools, templates and databases for: opportunities pipeline, network and reporting.
Qualifications:
CFA, CISI, qualified accountant or equivalent
At least 5 years’ experience working in investment management, private equity, or other related areas of finance
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