Investment Officer

We are seeking a Senior Financial Officer to support the management of a diversified investment portfolio. The successful candidate will analyse investment opportunities, coordinate with private banks and investment advisors, and ensure that investment activities are executed, monitored, and reported accurately.

The incumbent will work directly with the Managing Director, who holds final authority over investment decisions. The analysis and recommendations prepared in this role will inform those decisions.

• Support the implementation of the approved investment strategy.
• Conduct market research and review investment proposals and financial products.
• Prepare investment recommendations for the Managing Director.

• Monitor portfolio performance, asset allocation, liquidity, maturities, and cash flow requirements.
• Prepare regular performance reports and cash position reports.

• Liaise with private banks, wealth managers, brokers, and investment advisors.
• Process placements, renewals, redemptions, and transfers, and follow up on pending transactions.

• Maintain accurate investment records, transaction registers, and maturity schedules.
• Complete KYC documentation and ensure compliance with internal policies and applicable regulatory requirements.

• Identify significant market and portfolio risks.
• Coordinate with auditors and external service providers as required.

• Support strategic initiatives and reports assigned by the Managing Director.

• Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related discipline.
• 5–8 years of experience in investment management, private banking, wealth management, treasury, or a family office.
• Experience with high-net-worth individuals or family offices is highly preferred.
• Strong knowledge of investment products, including fixed income, fixed deposits, bonds, equities, mutual funds, ETFs, structured products, and alternative investments.
• Professional qualifications such as CFA, CAIA, CPA, ACCA, or an MBA are an advantage.
• Strong analytical and financial reporting skills, with advanced proficiency in Microsoft Excel, Word, and PowerPoint.
• Excellent communication, relationship management, and organisational skills.
• High level of integrity, discretion, and confidentiality.

Core Competencies: Investment analysis, portfolio monitoring, financial reporting, risk awareness, banking and relationship management, strategic thinking, attention to detail.