Company Description

Axial Partners Limited is an independent managed account platform provider for private banks and wealth managers. Established in 2016 and 100% owned by Privé Technologies, Axial Partners connects investors to optimal strategies for their financial goals. By partnering with top-notch investment advisors, Axial offers private banks and wealth managers access to a variety of investment strategies. The company leverages cutting-edge technologies to ensure hyper-personalized client journeys, from onboarding to reporting.

Role Description

The Investment Director for Axial Partners’ wealth management platform serves as the strategic leader responsible for investment decisions, portfolio management, and overall investment strategy. This role caters exclusively to professional investors seeking specialised investment solutions.

Key Responsibilities:

1. Investment Strategy and Execution:

• Select and implement investment strategies that maximize returns and minimize costs and risks.
• Oversee portfolio management process and make informed decisions on investments.
• Monitor market trends and conditions to identify opportunities for new investment strategies.

2. Strategy Provider Selection and Due Diligence:

• Conduct rigorous due diligence on investment strategy providers and investment vehicles.
• Recommend investment opportunities based on thorough analysis.

3. Risk Management:

• Define risk parameters and establish risk management protocols.
• Monitor portfolio risk exposure and ensure compliance with regulatory requirements.
• Implement risk controls and mitigation strategies.

4. Client Engagement:

• Collaborate with internal Sales and Relationship Managers to understand client needs and tailor investment solutions.
• Provide expert guidance to professional investors, addressing complex inquiries.
• Cultivate long-term client relationships.

5. Thought Leadership and Research:

• Stay abreast of industry trends, market developments, and emerging investment themes.

Qualifications:

• Master’s or Bachelor’s degree in Finance, Economics, Investment Management, or related field. CFA/CAIA/FRM preferred.
• Minimum of 8-10 years of experience in investment management, preferably serving institutional or high-net-worth clients.
• Strong track record of successful portfolio management and investment decision-making.
• CFA, CAIA, or similar designations preferred.
• Excellent communication skills and ability to convey complex concepts to professional investors.

Why Join Us?

• Opportunity to shape the investment strategy of a leading SMA asset management firm.
• Competitive compensation package
• Work in a fast-growing and technology-driven investment environment.

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