Job Description

- 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.

📌 Investment director (Barcelona)
🏢 Page Executive
📍 Barcelona