Develop and implement investment strategies to meet financial goals. Primarily focused on Private Equity, operating through structures such as SCR vehicles
Evaluate new investment opportunities with external fund managers and take responsibility for delivering well-supported investment recommendations
Serve as the primary point of contact within the platform for external fund managers, closely monitoring developments related to both existing and prospective private market investments.
Implementation of a wealth management software system
Monitor and analyze market trends to identify investment opportunities.
Oversee the management of investment portfolios, ensuring optimal performance.
Prepare detailed investment reports and present findings to stakeholders.
Ensure compliance with regulatory requirements and industry standards.
Build and maintain relationships with external financial...
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