Lead - Investment (Family Office)

About the Role
As Investment Lead within the company Family Office, you will lead the investment strategy and manage a diversified portfolio across public markets, private equity, real estate, venture capital, and infrastructure, with a particular focus on the US and Europe. Reporting to the Vice President – company Family Office, you will assess investment managers and opportunities, lead due diligence, monitor portfolio performance, and manage capital and liquidity. Your role will involve presenting recommendations to support informed investment decisions and the long-term preservation and growth of family wealth.

What You'll Be Doing

• Manage existing and new investment allocations across public markets, real estate, private equity, venture capital, and infrastructure, in line with the family’s investment objectives.
• Identify and assess investment managers and opportunities globally, particularly for real estate and infrastructure investments in Europe and the US.
• Lead investment due diligence, financial modelling, valuation and risk assessment, and prepare investment memoranda for the Investment Committee.
• Monitor investments and portfolio performance, identify risks, and recommend appropriate action.
• Manage investment budgets, cash flow forecasts, capital calls, and distributions.
• Prepare quarterly portfolio performance reports and analysis to support investment reviews and decisions.
• Guide the Investment Analyst while remaining hands-on with analysis and day-to-day investment activities.

What You’ll Need to Succeed

• Relevant investment experience within a family office or investment management environment.
• Experience across public and private markets, particularly real estate, with investment exposure in both the US and European markets and an understanding of infrastructure investing.
• Strong financial modelling, valuation, and due diligence skills, with experience assessing investment managers and monitoring investments.
• Knowledge of fund structures, cross-border investment vehicles, and relevant tax and regulatory considerations, alongside experience in portfolio reporting and liquidity management.
• An understanding of family office investment objectives, including wealth preservation and long-term growth.
• The confidence to present clear recommendations to senior stakeholders, demonstrate conviction supported by analysis, and constructively challenge assumptions.
• Integrity, discretion, and sound judgement, combined with humility, teamwork, and the ability to remain composed under pressure.
• The ability to guide an Analyst while taking ownership of detailed investment work.
• Strong written and spoken English; French is strongly preferred.

What We Can Offer You
With us, you will turn your aspirations into reality. We will help shape your journey through enriching experiences, learning and development opportunities, and exposure to different assignments within your role or through internal mobility. Our Group offers diverse career paths for those who are extraordinary, every day.
We recognize the value that you bring, and we strive to provide a competitive benefits package which includes healthcare, child education contribution, remote and flexible working policies, as well as exclusive employee discounts.

Using GenAI in Your Application Process
To support a fair and consistent experience for all candidates, we ask that assessments and interviews are completed independently and without assistance from generative AI tools. This ensures we understand your strengths, your thinking, and how you approach real situations.

We Invite All Applicants to Apply
It Takes Diversity Of Thought, Culture, Background, Differing Abilities and Perspectives to truly Inspire, Exhilarate and Delight our customers. We are committed to inclusion and diversity. We welcome all applicants to apply and be part of our exciting future. We ensure equal opportunity for all our applicants without regard to gender, age, race, religion, national origin, or disability status.