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Investment Director

Barcelona City, Catalonia Permanent View Job Description
The Investment Director will be responsible for overseeing and create investment strategies both public and private markets.
  • Establishing a full investment platform and governance structure from zero
  • Project with a medium/long‑term focus

About Our Client

Well-established family owned holding organization.

Job Description

  • Develop and implement investment strategies to meet financial goals. Primarily focused on Private Equity, operating through structures such as SCR vehicles
  • Evaluate new investment opportunities with external fund managers and take responsibility for delivering well-supported investment recommendations
  • Serve as the primary point of contact within the platform for external fund managers, closely monitoring developments related to both existing and prospective private market investments.
  • Implementation of a wealth management software system
  • Monitor and analyze market trends to identify investment opportunities.
  • Oversee the management of investment portfolios, ensuring optimal performance.
  • Prepare detailed investment reports and present findings to stakeholders.
  • Ensure compliance with regulatory requirements and industry standards.
  • Build and maintain relationships with external financial institutions and advisors.
  • Provide strategic advice to senior management on investment decisions.

The Successful Applicant

A successful candidate should have:

  • A strong academic background in finance, economics, or a related field.
  • CFA or equivalent.
  • Proven expertise (at least 10 years) in investment management and financial analysis.
  • Deep understanding of the structure and functioning of an SCR.
  • Excellent analytical and decision-making skills.
  • Experience in managing complex investment portfolios.
  • Strong financial and tax expertise: accounting, valuations, and taxation related to wealth
  • Strong communication skills for presenting financial data and strategies.
  • Proficiency in financial software and tools.

What's on Offer

  • Opportunity to work in a leading role starting from scratch.



Contact
Jaime Cristobalena
Quote job ref
JN-032026-6972038

Job summary

Function
Board Level
Subsector
Board Level Subsector
Industry
Financial Services
Location
Barcelona City
Contract type
Permanent
Consultant name
Jaime Cristobalena
Job reference
JN-032026-6972038
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Page Executive
Jaime Cristobalena LinkedIn
Senior Partner

Jaime is based in Spain, specialising in Financial Services, Insurance, Real Estate, Private Equity, Fintech, Funds and Investment Banking; and recruiting functions as CFO and Non-Executive Director.

Read more about Jaime Cristobalena

About Page Executive

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