About the role
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