- Join a prestigious family office managing diversified investments
- Gain broad exposure across asset classes and manager selection
About Our Client
Our client is a well-established Asian family office with a long-standing business heritage and a diversified global investment portfolio. Backed by a prominent multinational business group with interests spanning multiple industries, the organisation adopts a disciplined and long-term investment approach across public and private markets.
Job Description
- Monitor portfolio performance and prepare regular investment reports for stakeholders.
- Support treasury and investment reporting activities across multiple investment portfolios.
- Conduct fundamental research and analysis on investment opportunities and market developments.
- Evaluate existing portfolio holdings and provide insights on performance and risks.
- Perform due diligence on fund managers, investment products, and prospective investments.
- Review subscription documentation and investment-related materials to ensure accuracy and completeness.
- Coordinate with external managers and partners, summarising key discussions and recommendations for internal stakeholders.
The Successful Applicant
- Degree qualified in Finance, Economics, Accounting, Business, or a related discipline.
- Min 1 year of experience within wealth management, investments, asset management, private banking, family offices, or related financial services sectors.
- Knowledge of at least two asset classes such as equities, fixed income, mutual funds, alternatives, or derivatives.
- Strong analytical and quantitative skills with advanced proficiency in Microsoft Excel.
- Ability to interpret financial information, investment reports, and market data.
- Professional qualifications such as CFA or postgraduate finance-related qualifications will be advantageous.
What's on Offer
This opportunity offers the chance to build a long-term career within a highly respected family office environment while working closely with experienced investment professionals and decision-makers. The successful candidate will gain broad exposure to portfolio management, manager selection, treasury activities, and investment research across multiple asset classes.
Contact
Quote job ref: JN-092026-7096849
