- Join a leading global investment platform serving UHNW clients
- Gain exposure to portfolio advisory, trading and family office work
About Our Client
Our client is a globally recognised investment and advisory organisation managing significant capital across public and private markets. With a strong international presence and tens of billions of dollars under management, the firm supports high net worth families, entrepreneurs, and institutional investors through customised investment solutions and comprehensive wealth advisory services.
The organisation is known for its collaborative culture, long-term investment philosophy, and ability to provide employees with exposure across multiple asset classes, private investments, and sophisticated portfolio strategies.
Job Description
- Support advisory teams in preparing client balance sheets and wealth analyses
- Monitor portfolio performance and produce periodic investment reporting
- Assist with strategic asset allocation reviews and portfolio recommendations
- Conduct investment research across various asset classes and market themes
- Support trading and investment execution activities under senior guidance
- Coordinate financial, tax, and investment documentation for client portfolios
- Participate in ad hoc projects involving family office, estate planning, and private investment activities
The Successful Applicant
- Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline
- 2+ years of experience within investment management, wealth management, private banking, asset management, consulting, accounting, or financial advisory environments
- Strong analytical and quantitative skills with the ability to interpret financial information
- Demonstrated interest in investments, portfolio construction, and capital markets
- High attention to detail and strong organisational capabilities
- Ability to manage multiple priorities within a fast-paced environment
- Proactive, intellectually curious, and committed to delivering high-quality client outcomes
What's on Offer
This opportunity offers the chance to build a long-term career within a highly respected global investment platform. Successful candidates will gain exposure to sophisticated investment portfolios, family office operations, private market opportunities, and experienced industry professionals. The organisation promotes continuous learning, professional development, and mentorship while providing a collaborative environment that supports career progression and broad investment exposure.
Contact
Quote job ref: JN-072026-7074677
