Referencia: JN- Publicada: Ubicación: Barcelona Ciudad, España, ESTipo: Jornada completa Empresa: Michael Page Contacto: Jaime Cristobalena Sector: Banca Sub Sector: Private Equity/Venture Capital Industria: Financial Services Localización: Barcelona Ciudad Tipo de Contracto: Permanente Nombre del consultor: Jaime Cristobalena Establishing a full investment platform and governance structure from zero Project with a medium/long‑term focus Dónde vas a trabajar? Well-established family owned holding organization. Descripción 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 institutions and advisors. Provide strategic advice to senior management on investment decisions. A quién buscamos (H/M/D)? A successful candidate should have: A strong academic background in finance, economics, or a related field. CFA or equivalent. Proven expertise (at least 10 years) in investment management and financial analysis. Deep understanding of the structure and functioning of an SCR. Excellent analytical and decision-making skills. Experience in managing complex investment portfolios. Strong financial and tax expertise: accounting, valuations, and taxation related to wealth Strong communication skills for presenting financial data and strategies. Proficiency in financial software and tools. Cuáles son tus incentivos?Opportunity to work in a leading role starting from scratch.

📌 Investment Director (Barcelona)
🏢 Michael Page International
📍 Barcelona