Portfolio & Investment Analyst – Single-Family Office

Description

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