Job offer: Investment Analyst

The client is a single-family office that manages a well-diversified portfolio of investments across public and private markets. They are seeking a highly motivated and experienced Investment Analyst to join their team and play a critical role in their investment processes and portfolio management.

• Lead Investment Research & Screening: Identify, evaluate, and screen new investment opportunities across various asset classes, conducting thorough due diligence and financial analysis to assess risks and returns.
• Market Research & Pipeline Development: Build and maintain a strong pipeline of investment opportunities through proactive research and networking within relevant markets.
• Investment Manager Relationships: Cultivate and maintain relationships with external investment managers, conducting comprehensive due diligence on their strategies, performance, and operational efficiency.
• Portfolio Monitoring & Analysis: Conduct regular reviews of the investment portfolio, including rebalancing and performance analysis, to ensure optimal returns and risk management.
• Investment Reporting: Prepare detailed investment memos, presentations, and reports for decision-making by the investment committee and board, and assist in periodic performance reporting.
• Support Strategic Investment Planning: Contribute to the development and execution of the family office's strategic investment plan, helping to align individual investments with broader financial goals.

• CFA Charter Holder or MBA from a top-tier institution
• Minimum of 3+ years of relevant multi-asset class investment experience. Generalist experience across various asset classes and sectors is required
• Proficiency in investment management software and tools
• Highly adaptable with excellent time-management and multi-tasking abilities
• High degree of integrity and professionalism