Investment Officer Full Time

You need to have:

• Integrity.
• A hunger for learning and growing your knowledge and skills.
• Strong numerical skills; very conversant with elementary mathematics e.g., compound interest, basic statistics etc.
• A very strong command of the English language. You can read and listen to material and communication and deduce evidence-based conclusions.
• Strong critical-thinking and problem-solving skills.
• Proactive and self-motivated, with a strong ability to work independently.
• Good IT skills: very conversant with MS Word, MS Excel, MS Outlook, and WhatsApp.
• Flexibility to carry out administrative and non-routine work to help the team delivery its responsibilities.
• Relevant bachelor’s degree in fields engineering, accounting, mathematics, economics, business, law.
• 2 to 5 years of experience in an investment firm or equivalent operating investment funds.

We’d love to see:

• Professional certifications or qualification from CISI, CFA, or equivalent.
• Knowledge, experience, and qualification of Islamic finance and in particular real estate and equity investments.
• Have a good command of Arabic language or any other major world language.
• Coding, data science, statical analysis, web scraping skills.
• An excellent oral communicator and can simplify complex matters and not lose information integrity.
• Have worked in a family office.

Investment Department Roles & Responsibilities and Key Investment Related Activities

This role entails working in the investment department of a family office (FO) operation in the UK. We are relatively young FO and looking to establish a wholesome legacy.

Investment Department Responsibilities

1. Department Building

• To build competency and capacity of FO to invest effectively.
• To create investment processes and procedures.

2.To write and periodically review the FO Investment Policy.

• To write and periodically review the FO Investment Asset Allocation Strategy document.
• To create an investment strategy that will consider the following against the needs and wants of FO:
• a. The competencies of the Investment Department in investing in the asset class.
• b. The capacity of the Investment Department.
• c. The characteristics of the asset class .
• To write and periodically review the investment mandates.
• To deliver the investment performance against our agreed the Investment Policy, Asset Allocation and investment specific strategies.
• To identify investment opportunities and assess their suitability.
• To evaluate the performance of investment service providers and managers.
• To produce investment monitoring and performance reviews and reports for internal and external stakeholders.
• To ensure assets are adequately maintained and serviced by working with relevant internal and external stakeholders.
• To invest FO’s assets to meet its financial requirements whilst adhering to its Investment Policy, strategies, mandates, processes, and procedures.
• To manage the cash of the FO entities using suitable investment products (e.g. Wakala).

3. Shari’ah Compliance

• To fulfil an internal Shari’ah compliance function for the FO investment activities.
• To liaise with the Shari’ah Supervisory Board to review internal compliance and assist in audits.
• To manage the UBO’s Zakah obligation.

4. Relationship Management

• To communicate FO’s Investment Policy, investment strategies, and activities internally and externally as and when necessary.
• To manage the FIC entity banking relationships.

5. Miscellaneous

• To give the UBO and family personal advice on wealth planning and management including tax advice.
• To advise and assist in the creation of legal entities and structures for investment purposes. This must consider the jurisdictional risks and tax considerations.

Key investment related activities:

1. Finding investment opportunities and staying informed: Continuously monitor industry trends, company news, and economic data to identify potential opportunities and manage risks. This includes keeping abreast on economic trends, financial news, attending industry and company conferences/web calls, tracking activities of other investment managers, reading analyst and investment reports.

2. Conducting investment analysis: Conduct in-depth research on investment opportunities across the different asset classes. For capital markets – evaluating their financial statements, competitive landscape, management teams, and future growth prospects. This involves financial modelling and analysing industry reports.

• Producing in-house investment tools (e.g., spreadsheets and computer codes) for appraising and monitoring opportunities and positions.
• Utilising financial databases to access company financials, industry reports, and other relevant data for your research.
• Employing portfolio analysis tools to track portfolio’s performance, measure risk, and identify areas for improvement.
• Utilising investment research platforms that aggregate analyst reports, news articles, and other valuable resources for in-depth company analysis.
• Producing analyst reports and papers.

3. Representing the Ultimate Beneficial Owner (UBO) as a shareholder proxy in front of all investments e.g., private equity and public equity.

4. Keeping an up-to-date watchlist and opportunity logs.

5. Portfolio monitoring and optimisation: Continuously monitoring the portfolio holdings and adjust as needed to optimise. This could involve selling assets that have reached their target maturation or no longer meet our investment criteria and buying new assets that present better opportunities.

Key Operational Tasks

• Management and administration of the investment vehicle/structure – interfacing with custodians, banks, and other relevant institutions.
• Designing investment analysis systems and reports.
• Working with internal and external resources to produce investment analysis systems and reports.
• Preparation and distribution of periodic investment performance reports.
• Ensuring investment procedures on each asset class is correctly followed.
• Monitoring fund performance.
• Liaison with and reporting to regulatory authorities as and when required.
• Approving the appointment of an asset manager.
• Monitoring the performance of the service providers and managers.

Property Assessment Management Key Responsibilities:

Portfolio Analysis and Optimisation:

• Conduct thorough analysis of the current real estate portfolio to identify opportunities for value enhancement.
• Develop and implement strategies to maximise rental income, including but not limited to rental market analysis, review of lease terms, and tenant mix optimisation.
• Explore and execute property modifications such as conversions to Houses in Multiple Occupation (HMOs) or other schemes that can increase property yields.
• Provide insights on potential development opportunities within the portfolio and manage projects from inception to completion.
• Oversee routine maintenance, repairs, and upgrades, ensuring that properties are well-maintained and compliant with safety standards.

Legal and Planning Compliance:

• Ensure all property-related activities comply with UK property laws, regulations, and planning permissions.
• Liaise with legal professionals, planning authorities, and other stakeholders to secure necessary approvals and ensure all modifications and developments meet statutory requirements.
• Stay up to date with changes in property law, housing regulations, and planning policies that may impact the portfolio.

Financial Modelling and Reporting:

• Prepare detailed financial models to assess the impact of proposed strategies on portfolio returns.
• Monitor and report on the performance of the portfolio, providing regular updates to the CIO and other stakeholders.
• Assist in budgeting and forecasting for property-related income and expenditures.
• Stakeholder Management:
• Streamline property management processes, ensuring that properties are well-maintained, tenants are satisfied, and operational costs are minimised.
• Build and maintain strong relationships with tenants, contractors, local authorities, and other key stakeholders.
• Negotiate contracts and agreements related to property management, leasing, and development.

Risk Management:

• Identify potential risks related to property investments and modifications and develop mitigation strategies.
• Ensure robust risk management practices are in place across the portfolio.

How to Apply: Contact [email protected] for application details.