投资经理
Investment Manager
职位概述
一家知名的私人家族办公室，为高净值的委托人提供支持，正在寻找一位经验丰富的投资经理/投资分析师/组合分析师，协助监督和管理涵盖公开市场、私募股权、另类投资和结构化投资的全球多元化投资组合。
该职位结合技术性投资监督（50%）与战略协调和利益相关者联络（50%），作为委托人与外部金融机构之间的主要接口。该职责重点在于按照长期目标，实现高于通胀约5%的回报，同时保持资本稳定性。
这是一个高度信任、面向委托人的职位，在精简且充满活力的投资环境中工作。
主要职责
投资与组合管理
- 监控包括股票、固定收益、私募股权、对冲基金、结构化产品和实物资产在内的多资产组合表现
- 评估组合配置相对于基准和通胀调整目标的情况
- 对基金机会、直接投资和另类策略进行投资研究和尽职调查
- 独立评估来自私人银行和资产管理公司的投资提案
- 跟踪私募市场投资中的承诺、提款、分配和退出情况
- 为委托人准备简洁的投资摘要和绩效仪表盘
另类投资与结构化敞口
- 支持评估：
- 私募股权基金
- 共同投资机会
- 私募信贷策略
- 直接投资
- 审查认购协议、条款清单和投资文件
- 与法律和税务顾问协调投资执行
- 保持对交易对手和机会的管道可见性
外部顾问与私人银行协调
作为委托人与以下机构之间的核心联络人：
- 私人银行
- 托管机构
- 财富管理人
- 资产管理公司
- 法律顾问
- 税务顾问
职责包括：
- 整合各机构的报告
- 审查交易对手的建议
- 确保与组合策略一致
- 维护对投资执行流程的监督
流动性规划与内部协调
与内部财务相关方密切合作，以：
- 协调投资活动与流动性需求
- 协调资本
查看英文原文
Role Overview
A prestigious Private Family Office supporting a high-net-worth Principal is seeking an experienced Investment Manager / Investment Associate / Portfolio Associate to assist in the oversight and management of a globally diversified investment portfolio across public markets, private equity, alternatives, and structured investments.
This role combines technical investment oversight (50%) with strategic coordination and stakeholder liaison (50%), acting as the key interface between the Principal and external financial institutions. The mandate focuses on disciplined capital deployment aligned with a long-term objective of achieving ~5% returns above inflation while preserving capital stability.
This is a high-trust, Principal-facing role within a lean and dynamic investment environment.
Key Responsibilities
Investment & Portfolio Management
- Monitor performance across multi-asset portfolios including equities, fixed income, private equity, hedge funds, structured products, and real assets
- Evaluate portfolio positioning relative to benchmarks and inflation-adjusted targets
- Conduct investment research and due diligence on fund opportunities, direct investments, and alternative strategies
- Review investment proposals from private banks and asset managers with independent assessment
- Track commitments, drawdowns, distributions, and exits across private market investments
- Prepare concise investment summaries and performance dashboards for the Principal
Alternative Investments & Structuring Exposure
- Support evaluation of:
- private equity funds
- co-investment opportunities
- private credit strategies
- direct investments
- Review subscription agreements, term sheets, and investment documentation
- Coordinate with legal and tax advisors on investment execution
- Maintain pipeline visibility across counterparties and opportunities
External Advisor & Private Bank Coordination
Act as a central liaison between the Principal and:
- private banks
- custodians
- wealth managers
- asset managers
- legal advisors
- tax consultants
Responsibilities include:
- consolidating reporting across institutions
- reviewing recommendations from counterparties
- ensuring alignment with portfolio strategy
- maintaining oversight of investment execution workflows
Liquidity Planning & Internal Coordination
Work closely with internal finance stakeholders to:
- align investment activity with liquidity requirements
- coordinate capital calls and distributions
- track treasury movements across holdings
- support integration between personal and business investment exposure
Reporting & Governance Support
- Maintain structured investment documentation and records
- consolidate portfolio exposure across institutions
- prepare periodic investment performance reports
- support governance, compliance readiness, and audit documentation where required
Originally posted on Himalayas