Head of Fund Selection

Elevate Partners have been retained on an exclusive basis on
behalf of a new to market Private Bank who are currently looking to hire a Head
of Fund Selection. This senior leadership role is responsible for overseeing
the sourcing, evaluation, and monitoring of third-party investment funds across
all major asset classes, including equities (ex-direct equities), fixed income,
and alternatives. The position plays a central role in shaping the multi-asset
investment offering, ensuring portfolios are populated with best-in-class
external managers and innovative fund solutions.

Key
responsibilities include:

·         Leading the manager selection function and setting the framework
for sourcing and due diligence across asset classes.

·         Driving strategic and tactical investment recommendations to align
with client objectives and broader investment strategy.

·         Overseeing ongoing monitoring of fund managers, products, and
counterparties, ensuring quality and suitability of allocations.

·         Building, maintaining, and leveraging senior relationships with
global asset managers and solution providers.

·         Partnering with portfolio management, strategy, and other internal
teams to deliver a coherent, high-performing investment proposition.

·         Acting as a visible thought leader, enhancing communications
through research, publications, and client/industry events.

·         Mentoring, developing, and managing a team of investment
professionals to ensure continuous capability development.

Ideal
candidate profile:

·         15–20 years of investment experience, with significant expertise
in manager/fund selection across equities, fixed income, and alternatives
(private markets exposure advantageous).

·         Strong track record in designing and implementing investment
selection frameworks and processes at scale.

·         CFA charterholder (or equivalent professional qualification).

·         Demonstrated leadership in ESG/SRI/sustainable investing and
integration into investment policy.

·         Exceptional technical investment knowledge with a proven ability
to innovate and challenge established practices.

·         Strong communicator and presenter with the ability to influence
senior stakeholders and clients.

·         Highly collaborative, commercially minded, and strategically
focused.

·         Proficiency with investment tools and platforms (Bloomberg,
Morningstar, etc.)

For
more information and to arrange a confidential conversation please contact
Kevin Menton at [email protected].