Director – Treasury & Investment Portfolio

Director – Treasury & Investment Portfolio

Are you an experienced finance professional with strong expertise in treasury operations and investment portfolio management? A privately held investment group/family office is seeking a Director – Treasury & Investment Portfolio to lead its cash management structure, oversee investment activity, and manage financing relationships across its subsidiaries.

This is a high-impact role with direct involvement in portfolio strategy, market exposure, and financial oversight. You’ll join a lean, influential team with access to executive decision-making and asset allocation, offering the chance to shape strategy while remaining hands-on across treasury and investments.

Your areas of responsibility:

• Oversee a full-spectrum treasury setup, including front, middle, and back-office operations
• Lead daily cash management across entities and maintain direct relationships with banking partners
• Build and manage a flexible investment portfolio (Equity, Options, Money Market), tailored to the group’s needs
• Monitor financial markets and propose investment decisions based on thoughtful risk-return analysis
• Prepare clear, consistent reporting and develop tools to track performance and manage risk
• Structure and follow up on financing arrangements for group businesses, including real estate and corporate finance
• Support the financial analysis and execution of property investments

Your profile:

• Solid experience in treasury, investment management, and financial risk control—ideally from a family office, holding, or institutional background
• Comfortable taking initiative, shaping strategy, and delivering results without heavy oversight
• Strong analytical and decision-making skills, with a practical understanding of market instruments and funding tools
• Proven ability to grow and manage investment portfolios with a disciplined, long-term view
• Fluent in English and French; capable of presenting complex ideas clearly and confidently
• Based in Luxembourg, with full work eligibility and a sound grasp of the local financial ecosystem

Could this be the right opportunity for you? Please do not hesitate to send your CV to Andrew Notter at andrew.notter@andersonwise.com to be considered for this recruitment process.

Your application will be treated with the utmost discretion.

When using our services, our clients require that we introduce candidates already in possession of a valid Luxembourg work permit. If this is not your case, we regret to inform you we will not be able to consider your application.

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We are an equal opportunity recruitment firm and welcome candidates from all backgrounds to apply.