At least 15 years of experience; with a long-standing, background in Portfolio Management (with responsibility, for risk, and performance).
Candidate has a strong research-oriented approach to his/her work and applies methodological thinking to all components of their mission
Strong experience in asset allocation strategies.
Daily fund and portfolio management for single family office
Research and presentation to the Patriarch of macro and asset allocation strategy
Equity, fixed income, mutual fund and investment trust selection
Management of investments and establishment of investment strategy via external brokers and custodians
Providing and presenting research analysis and strategy to the Patriarch on a monthly basis
Utilising external analysts, reports, fund managers, Bloomberg and Morning star to contribute to the strategy and execution of the approved asset allocation and fund management objectives
Fully command on Bloomberg and Morning star platforms to analyse, research and portfolio performance.
Negotiation of competitive fees across fund managers.
Full understanding of the management of funds
Cross sector expertise
Day to day meeting of fund managers and analysis of their performance and development of long term investment strategy
Fully aware of macros and micro trends and development of relevant investment strategy
