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Portfolio & Investment Analyst – Single-Family Office

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Date Posted

13 October 2022



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Our client is a single-family office who invest across a diverse range of asset classes in public and private markets. This opportunity will join the public equities division and have a broad range of responsibilities to support the Head of Public Equities.

Key Responsibilities:

  • Detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level
  • Maintain and ensure the integrity of data for performance, risk and reporting processes
  • Regular monitoring and analysis of existing investments in the public equity portfolio
  • Research and modelling of new direct equity investment opportunities
  •  Perform investment research on external funds using Excel and Bloomberg
  • Produce investment commentary and reports to support analysis and models
  • Build relationships with key external stakeholders – fund managers, advisors etc
  • Ad-hoc modelling and analysis for investments in private markets

Ideal candidate profile:

  • 2-5 years’ experience in an analytical role, preferably within a finance or investment environment
  • Keen interest in financial and investment markets
  • Advanced Excel, including demonstrable experience building financial models
  • Currently studying for, or have interest in, a relevant financial professional qualification
  • Self-starter but with a willingness to take direction
  • Demonstrates strong attention to detail and ability to work independently and as part of a team


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