Senior Investment Officer, Single Family Office

Greenwich Permanent USD200,000 - USD201,000
  • Propose investment-related topics to the Family - strategy and portfolio
  • Responsible for deal sourcing and managing investments and assets

About Our Client

Our client is a high net-worth family.

Job Description

  • Determine the investment strategy with the Family based on their needs
  • Develop a plan to achieve goals and oversee the process
  • Deal sourcing and managing investments and assets
  • Research investments currently held by the Family, including the underlying investments with any external managers, conduct in-house due diligence, evaluate all third party performance and produce clear and succinct reporting to the Family with ongoing recommendations
  • Stay abreast with local and overseas financial markets
  • Develop performance reports for all investments on a regular basis as directed by the Family

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Experience with a family office
  • Previous experience at an investment bank or private equity firm
  • Extensive experience recommending portfolio construction, monitoring and analysis to match Family needs
  • The Candidate will be a member of a small, professional, team and his/her experience, skill set and contribution will be very important

What's on Offer

Competitive salary and generous bonus.

Rachel Brisgel
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Job summary

Banking & Financial Services
Sub Sector
Portfolio / Fund / Asset Manager
Financial Services
Contract Type
Consultant name
Rachel Brisgel
Job Reference