Job Summary:

• Participate in the development of the Wealth Management annual budget.
• Participate in the master technology plan.
• Participate in the master compliance plan.
• Select appropriate investment research providers, which historically have been proactive in security monitoring.
• Monitor the ongoing changes occurring within the Wealth Management industry.
• Collaborate on the structuring and implementation of annual revenue goals.
• Develops investment strategies based on the company’s philosophy and client objectives.
• Develop and manage the investment process and procedures.
• Develop and manage key fund management performance metrics, tracking, and real-time reporting.
• Ensure investment compliance with all regulatory agencies.

Skills on Resume: 

• Budget Development (Hard Skills)
• Technology Planning (Hard Skills)
• Compliance Management (Hard Skills)
• Investment Research (Hard Skills)
• Industry Monitoring (Hard Skills)
• Revenue Collaboration (Soft Skills)
• Strategy Development (Hard Skills)
• Performance Tracking (Hard Skills)

Job Summary:

• Proactively work with other Wealth Management team members to enhance customer relationships.
• Provide client consultation to develop investment objectives commensurate with the client’s acceptable levels of risk.
• Provide advice and guidance for investment opportunities to customers.
• Communicate with clients about accounts, market conditions, and economic trends.
• Manage equity and bond portfolios to maximize investment returns.
• Coach and mentor staff, determine appropriate staffing levels, ensure employee development, and maintain a culture of positive employee relations to build a high-performing team.
• Partner with Private Bank Regional Directors to develop and hold Portfolio Managers accountable for success in Client Experience, growth, compliance and cross-line of business collaboration, and community involvement.
• Partner with Private Bank Regional Directors to develop and evaluate relationship management, sales, and service skills of team members through regular coaching sessions, joint calls, and team meetings.
• Set a people agenda to ensure we deliver on the purpose of being driven to enhance the lives of the communities we serve by consistently exceeding expectations.
• Participate in the Wealth Management Senior Management Committee and Trust Investment Committee.
• Actively participate in community activities.

Skills on Resume: 

• Client Consultation (Soft Skills)
• Investment Advising (Hard Skills)
• Portfolio Management (Hard Skills)
• Team Coaching (Soft Skills)
• Relationship Building (Soft Skills)
• Performance Accountability (Soft Skills)
• Community Involvement (Soft Skills)
• Communication Skills (Soft Skills)

Job Summary:

• Analyze current economic conditions and investment markets to drive the firm’s investment positioning and strategy.
• Responsible for performance (alpha generation) of the firm’s investment strategies.
• Manage a team of portfolio managers, research analysts, and traders.
• Support the sales team with significant prospect opportunities.
• Support portfolio managers with significant clients.
• Identifying and recommending new investment strategies, product offerings through both internal and external solutions.
• Lead quarterly investment webinars, create or edit written investment communication via web and social media.
• Develop and maintain relationships with financial journalists for print, online, radio, and TV publications.
• Develop and maintain the firm’s investment policies and processes.
• Serve on the Officers’ Trust and Investment Committee.

Skills on Resume: 

• Economic Analysis (Hard Skills)
• Performance Management (Hard Skills)
• Team Leadership (Soft Skills)
• Sales Support (Soft Skills)
• Strategy Development (Hard Skills)
• Communication Skills (Soft Skills)
• Relationship Building (Soft Skills)
• Policy Development (Hard Skills)

Job Summary:

• Support the CEO in all investment matters.
• Act as an ambassador for The Big Issue Invest.
• Maintain and improve awareness of The Big Issue's work.
• Responsible for implementing and executing investment strategies to manage the Group’s assets at the global and local level.
• Tailor the portfolio of the company’s investments to create a desirable balance between risks and returns.
• Responsible for the life cycle of the Group investment portfolio.
• Implement best execution practices for market transactions as well as for market internalization.
• Manage teams that work with market professionals to structure and negotiate investment-related transactions.

Skills on Resume: 

• Investment Support (Soft Skills)
• Brand Ambassadorship (Soft Skills)
• Strategic Direction (Soft Skills)
• Awareness Building (Soft Skills)
• Asset Management (Hard Skills)
• Portfolio Tailoring (Hard Skills)
• Transaction Execution (Hard Skills)
• Team Management (Soft Skills)

Job Summary:

• Serve as the primary interface for external advisors, including financial advisors, banking, insurance, legal, and tax professionals.
• Deliver a broad spectrum of investment services to families, involving individual, LLC, trust, and foundation entities, and develop comprehensive strategies for managing personal and trust assets.
• Manage and track tax returns of all countries with tax consultants.
• Track and report on the performance of all investments, investment portfolios, and related legal compliances.
• Evaluate and implement, as appropriate, common investment vehicles and alternative investment opportunities.
• Provide strategic direction for individual, group, and trust investment activity, including long-range investment plans.
• Provide comprehensive, real-time consolidated reports on a timely basis, provide ongoing monitoring and management of regular events and implications for Family Office (e.g., capital call monitoring, GRAT tracking, interest tracing), and monthly custom reporting (e.g., cash flow, balance sheets, tax projections, etc.).
• Prepare ad hoc analyses with detailed assumptions to forecast future liquidity needs. 
• Oversee the origination and execution of project financing deals in emerging markets.
• Regularly interact with industry professionals and advisors, as well as attend events to generate investment opportunities for the business.

Skills on Resume: 

• Advisor Liaison (Soft Skills)
• Investment Management (Hard Skills)
• Tax Tracking (Hard Skills)
• Performance Reporting (Hard Skills)
• Strategy Formulation (Hard Skills)
• Financial Reporting (Hard Skills)
• Liquidity Forecasting (Hard Skills)
• Networking (Soft Skills)

Job Summary:

• Head a team (of investment analysts) to manage the portfolio of financial assets (stocks, bonds, and funds) of the group.
• Develop long-term strategy and asset allocation for the financial assets' portfolio aligned with the overall investment strategy of the group, and set investment goals for asset value, growth, and income level.
• Conduct analysis (with the support of investment analysts) to determine optimal financial portfolio for a certain risk profile by using financial models to analyze key metrics (future earnings, dividends, price-to-earnings ratios, etc.) and by analyzing the performance of asset managers across asset classes.
• Present financial investment opportunities and related thesis/analysis to management on a need basis.
• Monitor the performance of the financial portfolio and asset managers and take corrective actions to improve portfolio performance.
• Develop and maintain relationships with asset and fund managers, financial institutions, and brokers.
• Engage in regular research to stay apprised about the state of the local and global economy and global financial markets.
• Maintain current knowledge about financial products available to corporate clients, including bonds, stocks, securities, trusts, and funds.
• Oversee the completion of financial transactions and maintain records and documentation related to investments and transactions.
• Ensure that investment activities adhere to financial industry regulations and best practices, and conduct regular audits to prevent fraud.

Skills on Resume: 

• Team Leadership (Soft Skills)
• Strategy Development (Hard Skills)
• Financial Analysis (Hard Skills)
• Presentation (Soft Skills)
• Performance Monitoring (Hard Skills)
• Relationship Management (Soft Skills)
• Market Research (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary:

• Manage LIHTC multi-investor and single-investor equity funds, including marketing, closing, and investor relationship management.
• Develop marketing materials and strategies to attract investors and raise capital subscriptions annually.
• Diversify the investor base and identify cross-selling opportunities with OCFC products.
• Collaborate with investment and asset management teams to monitor progress towards goals and provide timely reports to investors.
• Contribute to company-wide product development initiatives.
• Lead competitive proposals for government and philanthropic capital
• Serve as an ambassador for OCCH to raise the organization's profile among potential investors and sponsors.
• Oversee multi-investor and proprietary fund models, including pricing and deal closing processes.
• Monitor the LIHTC marketplace for competitive positioning and investor appetite
• Provide leadership and oversight to underwriters evaluating and structuring real estate equity and tax credit investments.
• Measure risks and mitigants associated with investment projects.
• Provide direction, coaching, and talent management for Fund Management, Underwriting, and Investment teams.
• Attend board meetings and report on investor relations and new investor procurement while actively contributing to the overall company strategy.

Skills on Resume: 

• Fund Management (Hard Skills)
• Marketing Strategy (Hard Skills)
• Investor Relations (Soft Skills)
• Team Collaboration (Soft Skills)
• Proposal Leadership (Soft Skills)
• Risk Assessment (Hard Skills)
• Talent Management (Soft Skills)
• Strategic Reporting (Hard Skills)

Job Summary:

• Develop an incubation strategy, plan, and budget for beta prototypes plus additional inventory.
• Manage product development in conjunction with the development partner.
• Finalize and manage any needed regulatory approvals.
• Refine the company's business model through the development of marketing strategies and sales networks.
• Develop the company’s supply chain, deliver the first inventory of product, and launch a custom software platform.
• Gather pre-orders for the Beta prototype, pending successful demonstration.
• Maintain full P&L responsibility.
• Attract and retain the incubation team.
• Mentor junior team members to effectively validate prototypes, gather feedback, and establish customer pipeline.
• Cultivate a high-performing, agile, collaborative, and metrics-driven company culture and brand.
• Establish milestones driving the incubation team’s day-to-day activities.

Skills on Resume: 

• Strategy Development (Hard Skills)
• Product Management (Hard Skills)
• Regulatory Approval (Hard Skills)
• Marketing Strategy (Hard Skills)
• Supply Chain (Hard Skills)
• Team Leadership (Soft Skills)
• Mentoring Skills (Soft Skills)
• Culture Cultivation (Soft Skills)

Job Summary:

• Serve as chief spokesperson and manage public communications.
• Establish and manage key strategic partnerships and relationships.
• Engage and manage advisors and advisory boards.
• Prepare funding/offering documents.
• Support investor acquisition and lead investor relations.
• Collaborate with BOD to identify the acceleration stage CEO and support the management transition.
• Continue to lead improvements in the group's investment decision-making process.
• Sit on the Credit Committee of the fund along with other committees.
• Regularly present and report to the Senior Management Board.
• Provide training to junior members of the team on origination and execution

Skills on Resume: 

• Public Speaking (Soft Skills)
• Partnership Management (Soft Skills)
• Advisor Engagement (Soft Skills)
• Document Preparation (Hard Skills)
• Investor Relations (Soft Skills)
• Leadership Transition (Soft Skills)
• Decision Making (Soft Skills)
• Team Training (Soft Skills)

Job Summary:

• Analyze, prioritize, and lead due diligence on collective deal flow.
• Lead underwriting and due diligence activities.
• Manage the internal investment team that will be assembled based on growth.
• Create and manage a collaborative process to evaluate investment opportunities.
• Originate, analyze, finance, execute, and manage investments.
• Brief all parties on proposed investments.
• Creatively structure and underwrite special situation private equity and M&A opportunities.
• Manage and support portfolio companies by facilitating strategic partnerships and adding value from the ecosystem.
• Sit on the Senior Management Committee alongside the CEO, COO, and CRO to set the strategic focus for the organisation.
• Take full responsibility for developing and implementing the group's investment strategy.

Skills on Resume: 

• Due Diligence (Hard Skills)
• Underwriting Expertise (Hard Skills)
• Team Management (Soft Skills)
• Collaborative Evaluation (Soft Skills)
• Investment Execution (Hard Skills)
• Presentation Skills (Soft Skills)
• Creative Structuring (Hard Skills)
• Strategic Leadership (Soft Skills)

Job Summary: 

• Serve as the senior investment executive and subject matter expert in all areas of Investment and Portfolio Management, from deal origination through execution.
• Provide well-supported recommendations and strategic advice aligned with the group’s investment mandates.
• Continuously evaluate and manage the deal-flow and project pipeline to ensure alignment with the investment strategy, risk budget, and performance objectives.
• Ensure timely identification and selection of opportunities that meet the firm’s investment criteria.
• Lead financial, commercial, risk, tax, and legal due diligence processes to assess project viability.
• Recommend appropriate actions based on comprehensive due diligence findings.
• Conduct ongoing market research to stay informed about economic trends and investment behavior.
• Perform regular reviews of investment performance to assess alignment with goals.
• Analyze the overall portfolio structure and assess the effectiveness of past investment decisions.
• Recommend enhancements, portfolio rebalancing, or asset disposals to optimize performance and manage risk.

Skills on Resume: 

• Deal Origination (Hard Skills)
• Strategy Alignment (Hard Skills)
• Pipeline Management (Hard Skills)
• Opportunity Screening (Hard Skills)
• Due Diligence (Hard Skills)
• Risk Assessment (Hard Skills)
• Market Research (Hard Skills)
• Portfolio Optimization (Hard Skills)

Job Summary: 

• Oversee and be responsible for the dedicated investment function of the company.
• Manage and navigate a team of Investment Managers, analysts, and external providers.
• Partner with the investment operations, share sourcing, marketing, and sales teams to support the growth of the company’s AUM, operational efficiency, compliance, and financial reporting.
• Monitor the performance of the various portfolios, and ensure that all investment activities adhere to financial industry regulations, conducting audits to prevent fraud and avoid risks.
• Business development of building a strong pipeline of potential investment opportunities in late-stage private companies.
• Provide leadership, source and execute investment opportunities, lead due diligence, direct the transaction team, and coordinate transaction execution and closing in partnership with other functional teams.
• Oversee creation, then present investment proposals to the Investment Committee.
• Assess and interpret complex financial information, making recommendations based on experience, risk assessment, and ensuring execution.
• Critically review financial briefings (often written by investment analysts) and make improvement suggestions for accessibility, marketing, and assessment purposes.
• Make informed financial recommendations, monitor the performance of the Investment Fund, analyze, report, and make adjustment recommendations.

Skills on Resume: 

• Investment Oversight (Hard Skills)
• Team Leadership (Soft Skills)
• Cross-Functional Collaboration (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Business Development (Soft Skills)
• Deal Execution (Hard Skills)
• Committee Reporting (Hard Skills)
• Financial Analysis (Hard Skills)

Job Summary: 

• Responsible for setting up and implementing the organization’s investment processes and underlying technology, and investment personnel infrastructure.
• Lead a team to perform market and company research, and competitive and financial analysis of investment opportunities.
• Responsible for industry-leading due diligence, transaction administration, and documentation through collaboration with analysts, entrepreneurs-in-residence, and third-party service providers.
• Ensure the organization is in the strongest possible position to increase its investment operation effectiveness, influence, and likelihood that it can accomplish both its mission and move closer to realizing its vision.
• Oversee the collection and analysis of portfolio performance metrics.
• Provide strategic support for portfolio company growth through value-enhancing initiatives such as assisting with financial analysis, talent placement, or investor relations.
• Lead and develop staff with strategic growth and career development objectives.
• Contribute significantly to organizational leadership and excellence.

Skills on Resume: 

• Investment Process Setup (Hard Skills)
• Research Leadership (Hard Skills)
• Due Diligence (Hard Skills)
• Operational Effectiveness (Soft Skills)
• Performance Analysis (Hard Skills)
• Portfolio Support (Soft Skills)
• Staff Development (Soft Skills)
• Organizational Leadership (Soft Skills)

Job Summary: 

• Manage the Strategy & Analysis team to identify the best countries and markets for the business to invest in to meet its growth objectives.
• Undertake formal market analyses to assess new markets and business models.
• Make recommendations to the CEO, SEC, and Board about new market opportunities.
• Provide regular updates to shareholders about market developments in countries and markets of interest, including an assessment of the likely impact of these developments on the business.
• Act as a key member of the business’s Investments Committee.
• Oversee the Investments team, led by the Senior Investment Manager, to ensure that the opportunities being pursued are in line with the company’s strategy.
• Originate new investment opportunities for the Investments team to evaluate.
• Maintain and manage a network of external contacts to originate new investment ideas.
• Provide input into business cases and investment approval processes.
• Ensure that investments are evaluated objectively and using consistent criteria.

Skills on Resume: 

• Strategy Management (Soft Skills)
• Market Analysis (Hard Skills)
• Executive Advising (Soft Skills)
• Shareholder Reporting (Hard Skills)
• Committee Leadership (Soft Skills)
• Investment Oversight (Hard Skills)
• Deal Origination (Hard Skills)
• Network Building (Soft Skills)

Job Summary: 

• Develop the company’s internal forecasting capabilities
• Build the business’s internal forecasting capabilities so that the company can form its own view of macroeconomic assumptions (including power prices) and the future development of the markets in which the company operates.
• Provide regular market updates to shareholders summarising the most recent developments in the markets and industries of interest.
• Maintain strong links with the investment banking community, advisors, and other market participants across Europe to gather intelligence and source new transaction opportunities.
• Develop and manage relationships with internal stakeholders who support investment and financing processes.
• Strengthen and develop their existing partnerships with other industry participants.
• Provide regular updates on market developments and strategic opportunities.
• Ensure effective workload management and resource allocation in the Strategy & Analysis and Investment teams.
• Coach and develop individual team members to support career growth and the achievement of business objectives.

Skills on Resume: 

• Forecasting Development (Hard Skills)
• Macroeconomic Analysis (Hard Skills)
• Shareholder Reporting (Hard Skills)
• Market Intelligence (Hard Skills)
• Stakeholder Management (Soft Skills)
• Partnership Development (Soft Skills)
• Resource Allocation (Soft Skills)
• Team Coaching (Soft Skills)

Job Summary: 

• Oversee the management of the Capital investment team.
• Set goals for the acquisitions and due diligence team and analyze performance against those goals.
• Manage the processes for real estate acquisition, property due diligence, project financing, and investor relations.
• Monitor the financial performance of existing assets within a variety of asset classes, including student housing, retail, office, hotel, and purpose-built single-family rental products.
• Provide executive management with advice on general economic and investment trends.
• Provide recommendations to strategically enhance financial performance and investment opportunities.
• Establish and develop relations with senior management, external partners, and stakeholders.
• Identify and address investment opportunities for the company.
• Continuously monitor departmental staffing levels for alignment with workload and goals.
• Apply final decision-making regarding corrective measures, up to and including termination, for staff issues in reporting departments.
• In cooperation with the Chief Administration Officer, identify and resolve needs for additional staffing.
• Create accountability within managed departments by developing appropriate metrics and collaborating with the Chief Administrative Officer to align compensation and promotions with these metrics.
• Manage the application of technology-based solutions for departmental processes.
• Coordinate with the IT department for technology implementation.
• Ensure effective and ongoing communication with investors.

Skills on Resume: 

• Team Oversight (Soft Skills)
• Goal Setting (Soft Skills)
• Acquisition Management (Hard Skills)
• Asset Monitoring (Hard Skills)
• Economic Insight (Hard Skills)
• Performance Strategy (Hard Skills)
• Stakeholder Relations (Soft Skills)
• Opportunity Identification (Hard Skills)

Job Summary: 

• Formulate an investment strategy based on sound investment principles, but ensuring compliance with Islamic investment norms.
• Analyse and interpret advice from the Fund's investment managers and/or asset managers.
• Provide advice on industry and trends in the investment field.
• Monitor and analyse industry trends and developments, considering the product opportunities, and provide a high level of technical investment advice for the enhancement of the existing investment portfolio.
• Monitor and advise on the performance of various investments and meet with the asset managers and investment managers from different financial institutions to discuss the performance of the Portfolio and agree on actions to maximize return on investments.
• Monitor and report on the investment products available in the industry to ensure the range of products in the Portfolio is widely diversified in terms of return and risks.
• Source real estate investments by developing and executing strategic real estate investment alternatives, managing the people, processes, and analysis of acquiring commercial and residential real estate.
• Recommend and prosecute financing programs for the existing portfolio, source debt capital to support the activities of the real estate portfolio, and oversee the operations of the real estate portfolio.
• Negotiate with the investment managers and asset managers in relation to investment Strategy issues and relevant deliverables.
• Analyse complex problems to deliver solutions and make recommendations on policy.
• product offerings in the investment management or finance industry.
• Present complex investment matters concisely and effectively.
• Generate regular reports to management and make presentations regarding the performance of all types of investments.

Skills on Resume: 

• Islamic Strategy (Hard Skills)
• Investment Analysis (Hard Skills)
• Industry Insight (Hard Skills)
• Trend Monitoring (Hard Skills)
• Portfolio Oversight (Hard Skills)
• Real Estate Sourcing (Hard Skills)
• Negotiation Skills (Soft Skills)
• Problem Solving (Soft Skills)