Investment Analyst - Single Family Office
We are a fast-growing private fund managing multi-asset investments in both public and private markets.
Responsibilities include:
- Update and maintain portfolio analytics database.
- Assist in preparing monthly performance reports of the portfolio and Investor packs.
- Implementation of BLOOMBERG PORTFOLIO MANAGEMENT system (training will be provided).
- Track and review performance of existing holdings and presenting findings to senior management.
- Market Scan & proactive tracking of macro & micro trends.
- Portfolio management: Monitoring the investment portfolios on a regular basis, tracking performance against benchmarks, and making adjustments to ensure alignment with investment objectives.
- Conduct research and analysis on investment opportunities across various asset classes including equities, fixed income, private equity, and private debt.
- Assist in preparing investment decks and recommendations for investment committee and board approvals.
- Other ad-hoc tasks as assigned.
Requirements:
- 2-3 Years experience in the desired field.
- Degree holder in Accounting, Finance, Business or Economics.
- Proficient in Microsoft Office tools and familiarity with Bloomberg / Other portfolio management software.
- Team management experience (desirable)
- Detailed-oriented and high level of work quality.
- Strong Work Ethics
- Good written, verbal communication and presentation skills and the ability to articulate complex financial information to non-financial stakeholders.
- Self-motivated, hands-on, takes initiative and be able to work independently.
