Investment Advisor, Wealth Management At Obsidian Capital
full-time
It is our mission to transform the infrastructure landscape of middle Africa - which is the fastest growing youngpopulation in the world- both in income and population. We are excited by the immense opportunities and challenges that we have encountered in meeting the needs of thispopulation and are excited about theopportunities ahead.
Key Responsibilities
Investment Strategy & Advisory:
Relationship & Business Development:
Firm Leadership & Growth:
Required Qualifications and Skills
We are looking for a dynamic and entrepreneurial senior Investment Advisor to join ourWealth Management division. This is a rare opportunity to shape the investmentphilosophy, service offering, and market positioning of a young multi-family office withglobal ambitions.
This is both a strategic and hands-on role, suited for an investment leader who canoperate in a lean environment and is excited about building a firm from the ground up.
The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital thatthe candidate shares and upholds our values and beliefs.
An existing knowledge ofasset management, wealth management banking, structured finance and basicaccounting is critical.
Leading investment strategy and portfolio construction.
Develop and oversee the firm’s investment philosophy, asset allocation, andportfolio construction frameworks.
Oversee all investment strategies, ensuring an optimal portfolio of offerings,periodic product diligence, and continuous performance tracking
Advise clients on investment opportunities across asset classes (public markets,private equity, alternatives, real assets, fixed income, and cash management).
Monitor global markets, identify opportunities, and make timely recommendationsaligned with client objectives.
Build and oversee robust risk management processes.
Build and develop the firm’s investment platform, securing relationships withexternal platform providers and working with the Client Advisors.
Provide all reporting on client portfolios, consolidating their investments into asingle simple to understand report.
Prepare and provide all research reports on behalf of the firm, including the dailynewsletter and periodic research reports.
Provide required support to the firm’s existing products and strategies, andidentify new organisations and strategies to acquire as value adds.
Building relationships with global service providers and investment managers.
Build and nurture partnerships with global and local investment managers, banks,custodians, and other service providers.
Acting as a trusted advisor to clients.
Represent the Firm in client and prospect meetings, articulating the firm’s valueproposition.
Support new client acquisition by leveraging personal networks, credibility, andindustry visibility.
Collaborate with Client Advisors to define a clear value proposition.
Communicate our value proposition to internal and external stakeholders, existingclients, and new prospects.
Playing a critical role in business development and winning new clientrelationships.
Grow the firm’s Assets Under Management (AUM) through the provision of anexceptional client experience.
Collaborate with the Investment Bank, Business Development, Marketing,Operations, Technology, and Compliance to ensure successful delivery of thefirm’s full proposition to clients.
Play a leading role in expanding the firm’s reach across London, Lagos, Chicago,Abuja, and Dubai.
Work to refine the firm’s service offering and deliver operational excellence.
Establish investment governance frameworks, policies, and procedures.Raising the profile of the firm through thought leadership and networking.
Contribute to building the Firm’s brand and reputation in global markets.
Mentor and develop junior talent as the firm grows.
Market the OBSIDIAN Wealth Management proposition through external mediapositioning and speaking opportunities.
BSc Degree in Finance, Economics, orrelated field.
MBA, CFA, CIMA, or CFPdesignation or equivalent qualificationstrongly preferred.
Excellent ability to speak and writeEnglish language
Proficient in MacOS Keynote,Numbers and Pages
Proficient in MS Powerpoint, Excel &Word
Proven ability to design and managemulti-jurisdictional, multi-asset classportfolios
Diligent, with excellent attention todetail
Solid numeric ability
Proficient in creating and deliveringclient presentations
Strong investment research andanalysis skills
Thorough knowledge of financialindustry and financial products
Highly proficient in the preparation ofinvestment research reports
Strong global network of investmentmanagers, banks, and serviceproviders
Track record of advising UHNW clientsand supporting business development.
Excellent communication andpresentation skills. Able to synthesiseand present complex informationsimply
Extensive experience working withinvestment teams, asset managers,platform managers, investmentstrategists and consultants
Trusted advisor with strong presence
Experience building or scaling aninvestment platform, while makingdecisions around a number ofstrategies, platform positioning foradvisors/clients, and pricing
Experience supporting Client Advisorsto build and grow books of business
Experience overseeing first-time andongoing due diligence for new andexisting investment strategies
Communication experience acrosslarge and small groups via allmediums, including live presentationsand televised interviews
Strong organisational skills to manage on demand requests, projects anddaily dutiesResult oriented, able to deliver ontime, under pressure.
Highly adaptable, able to deal withambiguity and change
Entrepreneurial mindset, with ability tothrive in a lean and fast-growingenvironment.
Able to handle confidential matterswith absolute discretion
Able to work in a fast-paced, team withminimal supervision.
Proactive, with good decision-makingcapacity
Minimum of 10+ years’ experience ininvestment management, ideally withina family office, private bank, fundcompany, asset manager, orinstitutional allocator.
Must be mature and reliable.