• Actively contribute as a key member of the firm’s Investment Committee, shaping and refining long-term investment strategies aimed at optimizing portfolio returns and aligning with market opportunities. • Support the Head of Investments in managing the operational infrastructure that drives efficient investment management, ensuring seamless execution of investment strategies and timely portfolio adjustments to optimize performance. • Supervise and manage both client-facing and back-office functions related to the firm’s investment offerings, ensuring alignment with client investment objectives and regulatory compliance. • Partner with technology and operations teams to enhance investment-related platforms, including trading systems, portfolio analysis tools, and performance reporting software, ensuring they meet the evolving needs of the firm’s investment strategy. • Spearhead the integration of advanced technologies and tools to streamline investment operations, improve data analysis capabilities, and enhance scalability and reliability of investment decision-making processes. • Collaborate with senior leaders to set and monitor investment performance goals, KPIs, and metrics that directly support the firm’s broader financial and investment objectives. • Lead initiatives to automate routine investment tasks, reduce operational costs, and drive greater productivity in investment management processes, enhancing overall team efficiency and return on investment (ROI). • Cultivate a collaborative, performance-driven culture focused on achieving superior investment outcomes. • Provide guidance and mentorship to team members, fostering continuous professional development within the investment management team. • Work closely with compliance, marketing, and operations teams to ensure resources are efficiently allocated to support investment activities, and align strategic objectives across the firm. • Communicate the firm’s investment philosophy, strategies, and performance metrics to prospective and current advisors, showcasing the value proposition of the firm’s investment approach. • Participate in meetings with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to discuss investment strategies, portfolio performance, and potential investment opportunities. • Contribute to discussions with prospective M&A partners, evaluating potential strategic alliances that could enhance the firm’s investment offerings and overall portfolio performance. • Support integration of investment processes for new M&A partner firms