Job Description

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Responsibilities

Reporting to the head of the investment team, the primary role of the Investment Analyst is to provide support for investment management activities at the family office. Key responsibilities are:

Assist head of investment team to monitor and make changes to the current strategic asset allocations as appropriate
Research on the emerging investment themes to allocate new capital
Due diligence new asset managers and investment products
Monitor the performance exposure, tactical asset allocation, and performance of existing investments
Generate periodic reports and presentations for discussion with principals

Qualifications

Minimum 3 years experience in a bank (investment investment division, alternative fund selection or investment advisory), asset management firm or corporate finance or family office (single or multi).
Be numerate; have high proficiency in use of EXCEL software and other computer-based analytical tools (eg. Bloomberg Terminal)
Have financial modeling experience
Have a good understanding of financial and investment concepts such as capital markets, asset classes, portfolio management processes, risk-adjusted returns, discretionary vs. advisory investment services, etc.
Able to communicate effectively with others in oral and written formats.