We are a Principal Investment firm, established in 2014 with one purpose: to transform African lives by creating companies that deliver sustained, long-term beneficial impact.

About the Role

We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division. This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions. This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up. The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs. An existing knowledge of asset management, wealth management banking, structured finance, and basic accounting is critical.

Required Qualifications and Skills

• Education: BSc Degree in Finance, Economics, or a related field.
• Certifications: MBA, CFA, CIMA, or CFP® designation or equivalent qualification strongly preferred.
• Language: Excellent ability to speak and write in English.
• Technical Skills: Proficient in MacOS Keynote, Numbers, and Pages; Proficient in MS PowerPoint, Excel, and Word.
• Experience: Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios.
• Attention to Detail: Diligent with excellent attention to detail.
• Numeric Ability: Solid numeric ability.
• Presentation Skills: Proficient in creating and delivering client presentations.
• Research: Strong investment research and analysis skills.
• Industry Knowledge: Thorough knowledge of the financial industry and financial products.
• Reporting: Highly proficient in preparing investment research reports.
• Network: Strong global network of investment managers, banks, and service providers.
• Client Advisory: Track record of advising UHNW clients and supporting business development.
• Communication: Excellent communication and presentation skills; able to synthesize and present complex information simply.
• Teamwork: Extensive experience working with investment teams, asset managers, platform managers, investment strategists, and consultants.
• Trust: Trusted advisor with strong presence.
• Platform Building: Experience building or scaling an investment platform while making decisions around strategies, platform positioning for advisors/clients, and pricing.
• Business Growth: Experience supporting Client Advisors to build and grow "books of business."
• Due Diligence: Experience overseeing first-time and ongoing due diligence for new and existing investment strategies.
• Media: Communication experience across large and small groups via all mediums, including live presentations and televised interviews.
• Organizational Skills: Strong organizational skills to manage on-demand requests, projects, and daily duties.
• Results Oriented: Able to deliver on time under pressure.
• Adaptability: Highly adaptable, able to deal with ambiguity and change.
• Entrepreneurial Mindset: Ability to thrive in a lean and fast-growing environment.
• Confidentiality: Able to handle confidential matters with absolute discretion.
• Independence: Able to work in a fast-paced team with minimal supervision.
• Proactivity: Proactive with good decision-making capacity.
• Experience Level: Minimum 10+ years' experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
• Maturity: Must be mature and reliable.

Key Responsibilities

Key responsibilities of this role include but are not limited to:

• Investment Strategy & Advisory: Leading investment strategy

  Disclaimer: This job description has been reformatted by AI for readability. Please verify all details with the employer before applying.

  Note: This is a partial description. For complete details, please visit the application page.