We are seeking an analytical, and relationship-driven
Investment Advisor
to join our prestigious family office. This role requires a deep understanding of global financial markets, asset allocation strategies, and the unique dynamics of managing generational wealth. The ideal candidate will be responsible for advising on investment decisions, preserving capital, and aligning financial strategies.
Key Responsibilities
Develop and execute tailored investment strategies across asset classes including equities, fixed income, private equity, real estate, and alternative investments
Conduct in-depth market research and due diligence on investment opportunities
Monitor portfolio performance and provide regular reporting to family stakeholders
Collaborate with external fund managers, banks, and financial institutions to source and evaluate opportunities
Ensure alignment of investment decisions with the family's risk , liquidity needs, and legacy goals
Maintain strict confidentiality and uphold the highest standards of fiduciary responsibility
Stay abreast of macroeconomic trends, regulatory changes, and geopolitical developments impacting investments
Qualifications & Skills
Bachelor's degree in Finance, Economics, or related field (CFA, CAIA, or MBA preferred)
3-5 years of experience in investment advisory, preferably within a family office, private bank, or wealth management firm
Strong analytical and quantitative skills with experience in portfolio, stocks & investment, equity, research and financial modeling
Excellent communication and interpersonal skills, with the ability to build trust and credibility
Familiarity with global investment vehicles and regulatory frameworks
Discretion, integrity, and a client-first mindset
Job Type: Full-time
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