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