AGREUS

Responsibility

• managing and enhancing the HR department by strategically developing and operationally implementing new HR policies, programs and practices
• implementing agreed Investment Committee decisions /Trustee instructions
• implementing asset allocation strategy as agreed with the trustees
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• lead on risk management and day-to-day management of client portfolios
• process different payrolls for staff in UK including for few self-employed staff
• screening and evaluating investment opportunities across asset classes, both direct and fund investments
• maintain policies and ensure appropriate administration, payroll and benefits processing
• managing relationships with external investment advisers/ managers and periodically reviewing their performance against benchmarks
• fundamental research on global sectors, stocks, fixed income, and fund investments
• work with House Managers for recruitment of household staff
• management of reviews of external hedge fund managers and liaising with banking partners in conjunction with the CEO/CIO
• focusing on analysing third party funds and managers/advisers across a range of asset classes and advising on appropriate investment allocations
• monitor the investment portfolio
• maintain an accurate and up to date record of staff information including salaries, benefits, annual leave, emergency contact details, complaints etc
• analysing and monitoring global macro/market developments
• cash and short-term liquidity management
• work directly with the CIO on the generation, portfolio construction and implementation of investment ideas and portfolio strategy across all asset classes
• proactive response to employee relations including appraisal process, training and development, disciplinaries, grievances and general staff issues
• supervising internal reports analysing holdings, performance and risk metrics for individual and consolidated portfolios as appropriate
• analyse performance attribution and risk reporting to adjust portfolios as necessary
• provide professional leadership, support, and development to senior managers and any HR team members, to increase knowledge, share best practice and to ensure that relevant professional standards are met
• ensure all disciplinary and grievances are dealt with in line with company policy
• managing liquidity and loan arrangements for the trusts as delegated/instructed by the beneficiaries
• establish and sustain connections with bank derivative desks and ETF and Mutual Fund providers
• continuously monitors the portfolio with different simulations to assess underlying risk and to ensure it lies within the risk and returns parameters and advising the CIO
• minimise external costs relating to legal or HR advice
• prepare materials for and participate in the Investment Committee
• support employees across the Family Office with daily HR related queries
• work closely with the CEO/CIO in making recommendations on the overall asset allocation, risk, leverage of Trust/client portfolios
• remuneration will be commensurate with the duties and demands of the role and the experience of the candidate
• monitoring and projecting cash drawdowns and distributions for private equity and other investments and in conjunction with the CEO/CIO ensuring appropriate funding and liquidity levels are maintained

Requirements

• employment Law
• asset Allocation
• due Diligence
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• client Meetings
• payroll
• financial Analysis
• disciplinaries
• portfolio Management
• risk Management
• HR Policies
• valuations
• trading
• FCA competent
• public Equities
• investment Strategies
• degree educated
• bachelor’s degree in Human Resources, Business Administration, or related field
• bloomberg
• previous senior human resources experience including payroll processing and handling disciplinary and grievance matters
• thorough knowledge of employment-related laws and regulations
• CFA preferred
• keeping the utmost discretion and confidentiality
• extensive knowledge and experience in security analysis/research
• quarterly valuations
• cross-assets experience preferred with knowledge of both equity and credit instruments and markets
• weekly equity report on the consolidated portfolio movement for the week and market comments
• past work to include buy-side and portfolio management experience
• weekly IPO report with recommendations on strategy
• liaise with, and direct, segregated account managers
• preference will be given towards a generalist over a specialist
• ability to lead conversations in investment meetings
• intellectual curiosity and passion about investing and markets, a calculated risk taker
• the role will also include coverage of Segregated Account Managers, being responsible for the relationships with third parties, oversight, etc
• enthusiasm about companies and investment analysis)
• experience with Derivatives and FX Hedging preferred
• excellent analytical and problem solving skills
• flexible, extremely diligent, self-motivated, tenacious

Benefits

• mutual

Earnings for position office manager

Responsibility

• diary management
• booking all appointments
• coordinating calendars, planning meetings
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• arranging travel via private jets and any accommodation
• arranging medical appointments including physio and treatments
• handling sensitive documents and extremely personal information
• gatekeeping on behalf of the Principal, being first point of contact and handling any enquiries and requests in an appropriate manner
• assisting with a property renovation project in London
• travel and accommodation booking on both commercial airlines and private charter
• providing occasional support to close family members
• research and planning on ad hoc projects

Requirements

• flexibility
• personal Support
• family Office
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• strong communication skills both written and verbal
• highly discreet and confidential
• excellent organisational skills and logical thinker
• work independently
• 10+ years’ of experience as a PA for a Family Office or UHNWI
• flexibility. Whilst this is not a 24/7 position, flexibility beyond normal working hours should be seen as part of the role and the successful candidate will be happy to be on call in this way

Earnings for position pa

Responsibility

• creating monthly management accounts for Finance Manager’s review
• helping the Accountants with the transactional side, including accounts payable/receivable from time to time, as well as some bank/credit card reconciliations
• keeping the balance sheets up to date with periodic reconciliations
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• regular cash flow reporting
• you will work closely and directly report into the two Finance Managers
• the successful candidate should have a full understanding of the balance sheet and P&L, how to analyse them separately as well as alongside each other, and the ability to create the majority of the monthly reporting pack

Requirements

• balance Sheet
• management Accounts
• P&L Analysis
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• cash Flow Reporting
• part-qualified or qualified accountant
• strong attention to detail
• experience using Xero is preferred

Earnings for position management accountant

Requirements

• conservation
• environmental
• media Strategy
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• public Relations
• global Communications
• extensive communications and or public relations expertise at a senior level
• experience working in a communications environment with global reach
• A minimum of 8 years’ professional experience in communications, marketing, journalism, PR, or related field
• proven ability to create and place articles in major media outlets and experience with social media strategy and content creation
• A good understanding of the international political environment
• given the Foundation’s work in Southern Africa, travel will be required as part of this role
• experience in designing and driving a global communications campaign aimed at a diverse range of audiences which will deliver measurable results
• A demonstrated and well-established network of effective international communications and media contacts
• experience in communicating contentious issues and developing messaging related to challenging issues
• A person who seeks to inform rather than persuade by being credible, trustworthy, relevant and evidence based
• able to facilitate collaboration in wide-spread networks, connecting individual communications into a cohesive campaign
• the Family Foundation is located in Surrey. The successful candidate will be required to travel into the office generally once a week or on an ad-hoc basis but will be able to work remotely most of the time
• A person who can establish new mechanisms for dissemination of accurate information related to sustainable use
• experience in working with partner organizations and turning complex data and evidence into engaging communications and campaigns to inspire, engage and drive support
• A strategic thinker, who can build effective working relationships with partners and advise colleagues on communications campaigns and how to engage target audiences

Earnings for position head of marketing

Responsibility

• review of and understanding, of sometimes complex client structures
• attendance at, and preparation and review of KPI’s and reports for senior management
• check, maintain and ensure accuracy of the central diary systems to ensure that deadlines are recorded and subsequently met
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• ensure a prompt and professional service is provided to clients and intermediaries
• maintain accurate and up to date records of client entities
• manage the registration and verification of overseas entities for and on behalf the UK company in line with the defined internal policies and procedures
• promote the service to the wider group and identify new business opportunities with third parties
• awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours
• adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation
• adhere to CPD requirements in accordance with qualification level and in-house procedures
• any other duties as deemed necessary by Management
• manage own billing and cash collection / debtors process, have a strong awareness of recoverability and work in an efficient manner so as to minimise write-offs

Requirements

• the successful applicant should hold a legal or compliance qualification and can interpret and understand complex legislation and technical guidance
• have a sound working knowledge of funds and corporate structures
• A passion for client service with strong written and verbal communication skills
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• strong project management, organisational skills are imperative as is the ability to work as part of a team, problem solve, prioritise, manage time effectively, be adaptable and have exceptional attention to detail are key elements of the role

Earnings for position manager