Investment and Family Office Role

A distinguished family office is seeking an Investment and Family Office Professional to help establish and manage its initial investment portfolio.

What you'll do:

As an Investment and Family Office Professional in Paranaque, you will be entrusted with executing sophisticated trading strategies across public equities, listed options, and futures. Your day-to-day responsibilities will revolve around active portfolio management.

• Execute trading strategies involving public equities, listed options, and futures in accordance with established portfolio mandates, risk limits, and approval thresholds.
• Focus on active portfolio management and options trading rather than passive wealth management or solely allocating capital to external funds.
• Produce concise daily reporting that includes end-of-day profit and loss statements, open-position and exposure reports, P&L attribution and explanation by strategy, performance analysis by strategy, material market developments, and upcoming portfolio risks.
• Collaborate closely with stakeholders to refine financial products and trading responsibilities based on evolving market needs.

What you bring:

Your proven track record as an Investment and Family Office Professional will be defined by hands-on experience in investment roles or trading positions spanning three to eight years.

• Demonstrated experience in investment roles or trading positions within the 3–8 years’ range is essential for success in this opportunity.
• Relevant exposure to futures and options trading is highly valuable for navigating complex financial instruments.
• Strong analytical curiosity coupled with a willingness to learn new approaches aligns perfectly with the organisation’s commitment to growth leadership.
• Sound understanding of investment fundamentals enables you to make informed decisions across diverse asset classes.
• Ability to develop, document, scenario-test, and backtest trading strategies ensures robust performance under varying market conditions.
• Proficiency in monitoring portfolio-level exposures—including concentration risks, leverage ratios, liquidity metrics, beta calculations, volatility assessments, options Greeks analysis—is crucial for maintaining optimal risk profiles.
• Experience establishing practical risk-management controls such as position-size limits or escalation procedures demonstrates your dependability.
• High standards of judgment, discretion, integrity, and accountability reflect your commitment to responsible stewardship of family capital.
• Excellent interpersonal skills foster collaborative relationships within a supportive team environment.
• Adaptability in calibrating compensation benchmarks based on revised seniority levels showcases your flexibility.

What sets this company apart:

This family office stands out for its commitment to fostering an inclusive environment where every team member’s curiosity is encouraged and supported. The organisation places great emphasis on flexible working opportunities that accommodate individual needs while promoting communal growth. Training programmes are readily available so you can continue expanding your knowledge base alongside experienced colleagues who value dependable relationships built on trust. Generous pension contributions underscore their dedication not only to professional development but also long-term financial wellbeing. Supportive leadership ensures that your voice is heard as part of a networked team focused on achieving shared goals through collaboration rather than competition.

What's next:

If you are ready for an exciting challenge where your skills will be valued in shaping a new family office investment portfolio—apply now!

Apply today by clicking on the link provided.

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.