Senior Vice President - Family Office (Private Investments)
About the role
1.
ROLE PURPOSE
The Senior Vice President – Family Office (Private Investments) is responsible for leading the Family Office and managing the principal’s private investment portfolio. The role sets and executes the investment strategy, preserves and grows wealth across generations, and ensures the Family Office operates with institutional-grade governance, risk management and reporting. The SVP acts as the principal’s senior investment adviser and trusted counterpart, overseeing direct and fund investments across asset classes, wealth structuring, banking relationships and the Family Office team, with complete discretion and confidentiality. 2.
KEY RESPONSIBILITIES
2.1 Investment Strategy and Asset Allocation • Develop and maintain the Family Office Investment Policy Statement (IPS), covering objectives, risk appetite, return targets, liquidity needs and investment restrictions, for approval by the Principal. • Set the strategic and tactical asset allocation across public markets, private equity, venture capital, private credit, real estate, hedge funds and other alternative investments. • Review the portfolio regularly and recommend rebalancing in response to market conditions and the family's objectives. 2.2 Private Investments and Deal Execution • Source, evaluate and execute direct investments, co-investments and fund commitments in the UAE and internationally. • Lead investment analysis, valuation, due diligence and deal structuring, supported by the investment team and external advisers. • Negotiate investment terms, shareholder agreements and fund documentation, and represent the Family Office on investee boards or advisory committees where appropriate. • Plan and execute exits to maximise value for the family. 2.3 Portfolio Management and Performance • Oversee the performance of the entire portfolio and of individual investments against approved benchmarks and business cases. • Select, appoint and monitor external fund managers, private banks and investment advisers, and review their fees and performance. • Manage liquidity, cash flow and capital-call planning to ensure the family's commitments and lifestyle requirements are met. 2.4 Wealth Structuring and Succession • Work with legal, tax and fiduciary advisers on holding structures, foundations, trusts and special purpose vehicles (for example in