Head Investment and Management at Maurice Xandra Solutions

SUMMARY

The Head of Investment Management will lead the investmentmanagement function within the asset management company, overseeing both Investment Research and Portfolio Management teams.

This role will be responsible for formulating and implementing investment strategies, managing and growing portfolios, and ensuring the quality and effectiveness of the investment research process.

The ideal candidate will possess extensive experience in portfolio management, a strong understanding of market research, and a proven ability to lead teams to deliver outstanding investmentperformance.

Responsibilities

• Develop and implement investment strategies that align with the firm\'s objectives and client needs, ensuring diversification and risk management.
• Oversee portfolio management processes, including asset allocation, investment selection, and performance monitoring, ensuring that the investment portfolios are optimized for growth and risk-adjusted returns. Lead portfolio managers in managing and rebalancing portfolios, ensuring adherence to investment guidelines and mandates. o Analyze portfolio performance and ensure it is in line with client expectations, benchmarks, and market conditions.
• Oversee the development of tactical and strategic asset allocation models for the firm’s portfolios.
• Lead and manage the Investment Research team in conducting deep research and analysis across asset classes, including equities, fixed income, alternative investments, and other securities.
• Ensure that research is robust, data-driven, and supports investment decisions, portfolio adjustments, and strategy formulation.
• Stay abreast of macroeconomic trends, market movements, and regulatory changes that impact investment decisions.
• Provide actionable market insights and recommendations based on research, ensuring alignment with the firm’s investment strategies and risk profiles.
• Develop market outlook reports, investment commentary, and client presentations that communicate key findings and strategic advice.
• Lead and mentor the Investment Management team ensuring high levels of performance and professional development.
• Collaborate with client-facing teams to ensure alignment between investment strategies and client expectations, including participating in client meetings and presentations.
• Work closely with senior leadership, risk management, compliance, and operations teams to ensure investment strategies are implemented efficiently and within regulatory guidelines.
• Provide regular performance and strategy updates to internal stakeholders, including the investment committee and senior management.
• Ensure that portfolios are managed within the agreed-upon risk parameters and that risks are properly identified, assessed, and mitigated.
• Oversee risk reporting and work with the risk management team to develop risk models, stress testing, and scenario analysis.
• Ensure that all investment decisions comply with internal policies, regulatory requirements, and industry standards.
• Continuously seek innovative investment strategies and approaches to enhance portfolio performance and attract new assets under management (AUM).

PREFERRED QUALIFICATIONS AND SKILLS/BACKGROUND

• A good first degree (minimum of Second Class Upper)
• An MBA, CFA, or other relevant qualifications is a plus.
• 8+ years of experience in investment management, including significant exposure to both investment research and portfolio management.
• Strong financial modeling, portfolio management, and performance attribution skills.
• In-depth knowledge of asset allocation, risk management, and investment research methodologies.
• Expertise in using investment management tools, analytics platforms, and portfolio management software.
• Proficiency in macroeconomic and industry analysis, with a focus on identifying investment opportunities across multiple asset classes.
• Proven ability to lead, mentor, and develop investment teams.
• Strong communication skills, with the ability to effectively present complex investment ideas and strategies to both internal stakeholders and clients.
• Strategic thinker with a strong focus on execution with strong decision-making skills
• Ability to manage multiple projects and competing priorities effectively.
• Strong interpersonal skills, with the ability to build relationships with clients, stakeholders, and team members.
• Results-oriented, with a track record of delivering superior investment performance.