Role Overview
Support the management of a diversified investment portfolio alongside selected financial and administrative matters. This role combines investment analysis with a high level of professionalism, discretion, and responsiveness in a dynamic environment.
Key Responsibilities
- Conduct investment research and analysis across financial and alternative assets (including art collections, real estate).
- Monitor portfolio performance, track funds, and evaluate market value of the investment portfolio.
- Perform budget control and prepare reports by compiling data across investment projects to support pricing/decision-making for future investments.
- Prepare monthly investment and expense reports.
- Analyse and report on household-related expenses, ensuring accurate tracking, cost control, and identification of trends, variances, and potential areas of concern.
- Perform expenditure analysis, highlighting variances or red flags.
- Drive system and process improvements.
Requirements
- Master's degree in Finance/ Accountancy/ Business from a reputable university.
- 10+ years experience in investment, finance, or portfolio management (private banking/ family office/ consulting preferred).
- Strong analytical skills with attention to detail.
- High degree of professionalism, integrity, and discretion in handling sensitive financial and personal information.
- Demonstrated ability to operate effectively in a high-trust, confidential environment.
- Flexible and responsive in managing time-sensitive matters, including those that may arise outside standard office hours.
- Strong computer literacy and stakeholder management skills.
