Investment Manager - Single Family Office, London

• Monitoring the investment portfolio, manage the internal portfolio reporting system, provide recommendations to the principal.
• Coordinating with other team members and external service providers to ensure goals alignment, tax efficiency, and proper execution and file
• Analysing data and creating reports to inform decision-making, including analysing investment proposals and seeking investment solutions to match the principal's objectives.
• Monitoring the treasury and liquidity requirements within the
• Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters.

• Good understanding of financial instruments, bonds markets, equity markets and derivatives, sound understanding of structured financial
• Minimum 5 years experience in the financial services, asset management, wealth management (family office), or financial advisory industry.
• Good analytical skills, ability to write clear and concise analysis of investment opportunities and recommendations.
• Good interpersonal skills required to liaise with other team members and external service providers and
• Sound understanding of financial reporting and basic accounting, as well as some familiarity with UK and international taxation issues is a bonus.
• Basic understanding of legal matters relating to financial instruments and

• Full time job based in central London, [some possibility on working from home on days when the job allows this.
• The job does not provide benefits in kind such as health insurance or pension fund

• From time to time the job may require travelling

• The office setup is informal and requires ability to work
• The principal and his family value privacy and confidentiality, confidentiality commitments are in excess of those that usually apply in big

Agreus