Roles & Responsibilities
Our client, a reputable Single Family Office, is seeking an Operations & Investment Research Associate to join their growing team. This role offers a unique opportunity for a hands-on professional who enjoys both operational excellence and investment research. The ideal candidate will have solid experience in fund operations or investment support, with a genuine passion for equity research and portfolio management.
Key Responsibilities
- Support daily investment operations, including trade execution and reconciliation across multiple platforms.
- Assist in portfolio monitoring and strategic rebalancing activities.
- Conduct macroeconomic, market, and company research to support investment decisions and portfolio construction.
- Maintain accurate investment documentation, records, and performance data.
- Provide administrative and coordination support to the Investment Committee, including meeting preparation and follow-ups.
- Assist with investment due diligence and analysis of potential opportunities.
Requirements
- Bachelor's degree in Finance, Economics, or a related discipline.
- Minimum 3 years of relevant experience within the funds or investment management industry.
- Strong understanding of investment operations and portfolio management principles.
- Highly organized, detail-oriented, and proactive in work execution.
- Strong analytical, communication, and presentation skills.
- Able to work both independently and collaboratively within a lean team environment.
