
Head of Investment Fund Selection
1 week ago
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- 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.
- 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
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