The Role
Petiole Asset Management is seeking an Investment Director to support the Chief Investment Officer in the selection, monitoring, and oversight of investment managers and sponsors across alternative and liquid investment strategies.
This is an investment-led role for a professional with deep experience in manager research, fund selection, or institutional portfolio analysis. You will work closely with the CIO and the investment team across Zurich, New York, the GCC, and Hong Kong — contributing rigorous analysis, high-quality investment materials, and strong support to the investment committee.
We are particularly interested in candidates with backgrounds from institutional investment consultants, OCIO platforms, private banks, asset managers, fund-of-funds, or family offices. Reference firms may include Cambridge Associates, Schroders, Pictet, Mercer, UBS, Partners Capital, Goldman Sachs Asset Management, BlackRock, and similar allocator or manager-selection platforms.
Key Responsibilities
MANAGER RESEARCH & SELECTION
Source, evaluate, select, and monitor external investment managers and sponsors across private equity, private credit, real estate, infrastructure, hedge funds, long-only equity, fixed income, and multi-asset strategies.
Conduct thorough due diligence: investment strategy, team quality, track record, portfolio construction, risk management, fee structure, alignment of interest, and operational setup.
Prepare investment memos, due diligence notes, manager reviews, and investment committee materials.
Maintain regular dialogue with external managers, sponsors, consultants, and platform partners.
ALTERNATIVE INVESTMENTS
Support the review and underwriting of alternative investment opportunities across private markets and hedge funds.
Analyse fund strategies, historical performance, portfolio exposures, underlying assets, market positioning, and risk factors.
Monitor existing alternative investment managers for performance, portfolio developments, team changes, valuations, liquidity, and capital activity.
Help identify attractive managers, sponsors, and investment themes across global private markets.
LIQUID INVESTMENTS & OCIO SUPPORT
Assist in overseeing liquid portfolios including public equities, fixed income, ETFs, mutual funds, hedge funds, and cash management strategies.
Support OCIO-style portfolio monitoring: asset allocation, manager performance, risk exposure, liquidity, and rebalancing analysis.
Ensure liquid portfolios are aligned with total portfolio objectives, private market commitments, and client liquidity requirements.
Contribute to portfolio reviews, performance analysis, and investment reporting.
INVESTMENT COMMITTEE SUPPORT
Prepare portfolio analysis, market updates, manager comparisons, and investment recommendations.
Support the preparation of investment committee packs and internal decision-making materials.
Monitor approved managers and funds against expectations; flag relevant developments.
Contribute to asset allocation discussions, manager watchlists, and portfolio construction analysis.
GLOBAL TEAM COORDINATION
Work with investment colleagues across Zurich, New York, the GCC, and Hong Kong.
Coordinate research, due diligence, and monitoring workflows across regions.
Maintain consistent investment documentation, analysis standards, and manager monitoring processes.
Support the CIO in ensuring investment views and recommendations are clearly communicated across the global team.
Candidate Profile
EXPERIENCE
5–7 years of relevant investment experience.
Experience in manager research, fund selection, private markets, alternatives, OCIO, investment consulting, multi-asset portfolios, or institutional portfolio analysis.
Exposure to alternative investments such as private equity, private credit, real estate, infrastructure, hedge funds, or fund-of-funds.
Prior experience at an investment consultant, asset manager, private bank, OCIO provider, family office, fund-of-funds, or institutional allocator is highly desirable.
TECHNICAL SKILLS
Strong analytical and investment research skills.
Good understanding of alternative investments and liquid markets.
Ability to assess managers across both qualitative and quantitative dimensions: performance, risk, portfolio exposures, fees, and track records.
Strong Excel, PowerPoint, and investment memo-writing skills.
Familiarity with portfolio analytics, performance reporting, and asset allocation concepts.
PERSONAL ATTRIBUTES
Strong investment judgment and intellectual curiosity.
Detail-oriented, structured, and able to manage several workstreams simultaneously.
Clear written and verbal communication skills.
Comfortable interacting with external managers and internal senior stakeholders.
Collaborative, humble, and willing to work closely with a global team.
High integrity and a fiduciary mindset.
Able to operate in an entrepreneurial, international, and fast-moving environment.
QUALIFICATIONS
CFA, CAIA, MBA, or a relevant master's degree preferred.
Experience with private markets and/or manager selection is strongly preferred.
Knowledge of European, US, GCC, or Asian investment markets is advantageous.
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