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#investment #multiasset If you comes with 3-6 years of experience as Investment Counselor within #privatebank or #familyoffices with macro asset allocation, mutli asset investment advisory, managed account advisory background. I am keen to speak with you on a global family office with over 7B USD AUM DM to discuss and follow us at page below for more opportunities King Deux Search and Consulting #kingdeux #familyoffice #advisor #wealthmanagement #exclusive #EAM #Discretionary #trust #fund

Recruiting Corner: Do’s and Don’ts for Diligencing a New Role 💼 PE-backed executives: Selecting the right deal can make the difference between achieving millions in equity or derailing a PE-backed executive #career. Follow these 6 tips to amp up your diligence game to select your next role and portfolio company — and prevent turning what looks like a dream job into a nightmare. Don’t: Believe Everything You Hear ↳ Make sure you align with the sponsor’s goals and that those goals make sense in context of the current market before accepting a role. Speak with current and former management team members to unfold the many complexities behind the default information provided. Do: Dig Beneath the Surface ↳ You’re interviewing the management team and sponsor as much as they’re interviewing you. Dive into trends, recent board packets, and quarterly results to avoid equity pitfalls. Seeking specific details beats assumptions; thorough interviews with management reveal market challenges and growth prospects. Your attention to detail will earn the respect of good sponsors. Don’t: Discount Culture ↳ A toxic work #culture or incompatible sponsor-management partnership can be just as derailing as any financial challenge. Make sure you believe in the mission and ethics of the business and can collaborate well with both the sponsor’s governance style and your fellow CXOs before accepting a role. Do: Network, Network, Network! ↳ Always verify your information externally — otherwise, information may be unintentionally biased at best or willfully misleading at worst. Previous members of the management team, industry experts, and investment bankers are all outside resources who can provide information on both fund dynamics and market conditions. Don’t: Ignore Red Flags ↳ Earning a PE-backed role is often difficult, and it can be tempting to accept an offer even if it doesn’t represent an excellent fit. But taking a role that is an operational mismatch only hurts your career and limits you from better #opportunities. Do: Use our Nine Dimensions of Governance Fit® Diligence Tool We developed the Nine Dimensions of Governance Fit® based on executive feedback to help leaders choose sponsors they’ll work best with and drive alignment throughout the hold period. Find out more here: https://lnkd.in/eUWj5mFn Executives, what's your top advice when it comes to conducting diligence for your next role? #privateequity #careerdevelopment #networking #hiring #leadership

Investment Advisor Assistant Sales Assistant Client Associate Associate Financial Advisor Associate Investment Advisor Associate No matter what your industry title is we all do the same work. We all undergo the same type of stress, some managing it better than others! Today I invite you to think about this question. If you could change one thing about your job, that would positively impact all the other things about your job, what would that be? I'll share mine first! When I was an investment advisor assistant it would have been to establish boundaries healthily and respectfully. As a recovering people pleaser, I often felt resentment in my role because I couldn't articulate what I needed and what was right for me. Gratefully, all that has changed and it can for you too. Find out how here ---> https://lnkd.in/gcwPdqqx

I chatted with the VP of Investment Strategy at an $83B national wealth management firm. Here’s how he thinks about quantitative vs. qualitative as a due diligence expert. >> 𝗛𝗲 𝘄𝗮𝗻𝘁𝘀 𝘁𝗼 𝗯𝘂𝗶𝗹𝗱 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝘁𝗲𝗮𝗺 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲 Love a sports analogy? 🏈 Try this one on for size. He and his colleagues have to go out and find the best athletes—but they also have to build the best team. And sometimes? The second-best athlete is a better fit for your team than the superstar. >> 𝗤𝘂𝗮𝗻𝘁 𝘄𝗶𝗹𝗹 𝗮𝗹𝘄𝗮𝘆𝘀 𝗯𝗲 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 When he’s looking at managers, he’s relying on past performance to analyze a track record. He’s thinking, what have you been able to deliver in the past? Is it better than most? And why do we want to go take a look at it? >> 𝗙𝗶𝗴𝘂𝗿𝗶𝗻𝗴 𝗼𝘂𝘁 𝘁𝗵𝗮𝘁 𝗾𝘂𝗮𝗹𝗶𝘁𝗮𝘁𝗶𝘃𝗲 𝗽𝗶𝗲𝗰𝗲 𝗶𝘀 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 Beyond track record, he digs into alllll sorts of qualitative questions: ↪ Who are the people that built that track record? ↪ Are they still there? ↪ Are they people we want to partner with? ↪ Do they have a support system around them that allows them to focus on the investment side and not have to worry about keeping a roof over their head and paying employees every day? ↪ Are the key decision makers really being compensated for the track record they developed ... and hopefully the track record they're going to continue to deliver for our clients? At one point in his career, he was doing 450 𝙢𝙖𝙣𝙖𝙜𝙚𝙧 𝙢𝙚𝙚𝙩𝙞𝙣𝙜𝙨 𝙖 𝙮𝙚𝙖𝙧 😳 So, yeah, he knows a thing or two about Bigs and boutiques—plus some challenges and incredible opportunities. If you’ve ever wished you could get inside the mind of an allocator, I have some exciting news: 𝘄𝗶𝘀𝗵 𝗴𝗿𝗮𝗻𝘁𝗲𝗱. Meet my friend and fellow classic car lover, Douglas Huber. 

Invest in Sharia-Compliant Opportunities with 16% - 18% Annual Returns! Explore our brochure to learn more about these lucrative investment options. Schedule an initial consultation call to discuss details and get started. If you decide to proceed, we'll add you to our waiting list. Don't miss out on this opportunity!

Negotiation Skills for Investment Managers: Aligning Stakeholder Interests As an investment manager with over 20 years of experience, I've learned that one of the most crucial skills in our industry is the ability to effectively negotiate and align the interests of various stakeholders. Whether it's working with portfolio companies, investors, or other members of the investment team, strong negotiation skills are essential for driving successful outcomes. One of the key challenges in stakeholder negotiations is navigating the often-competing priorities and objectives of different parties. In my experience, the most effective approach is to focus on finding common ground and creating win-win solutions. This requires active listening, empathy, and a willingness to compromise when necessary. Another critical aspect of successful negotiation is building trust and credibility with stakeholders. This means being transparent, following through on commitments, and consistently demonstrating expertise and integrity. When stakeholders feel that their interests are being heard and respected, they are more likely to engage in productive negotiations. Throughout my career, I've had the opportunity to put these negotiation skills into practice in a variety of contexts. From restoring a portfolio company facing insolvency to leading the successful divestiture of multiple assets, I've seen firsthand the impact that effective negotiation can have on investment outcomes. As investment managers, we have a responsibility to not only deliver strong financial returns but also to consider the broader impact of our decisions on all stakeholders involved. By honing our negotiation skills and working to align stakeholder interests, we can drive more sustainable and successful investment outcomes over the long term. I'd love to hear your thoughts and experiences on this topic – let's connect and continue the conversation. #NegotiationSkills   #StakeholderEngagement   #InvestmentManagement   #Sustainability #LeadershipSkills

https://lnkd.in/exj6Tzru Do you have capital gains in the last 6 months that you want to defer? Check out this video to see if a Qualified Opportunity Zone investment is for you! #AccreditedInvestor #QOZ

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