Investment Manager

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