
Investment Research Analyst
1 day ago
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The company manages investments for a medium sized single-family office. This role will support in researching, and monitoring investment opportunities across asset classes in line with the family office's long-term strategic objectives.
Website:
Responsibilities
Market research & analysis
Monitor economic trends, industry developments and market movements that may affect portfolio performance.
Conduct fundamental research on investments as needed by the family office.
Prepare financial models and valuation analysis.
Assist in due diligence for potential investments, including reviewing company filings, market data, and third-party reports.
Track and report the performance of assets within the portfolio.
Maintain and update portfolio dashboards and prepare presentations for periodic internal portfolio reviews.
Liaise with external portfolio managers and service providers to obtain data and insights.
3.Compliance and regulatory reporting
Assist in preparing and submitting regulatory compliance reports and annual filings.
Maintain confidentiality and integrity in handling sensitive financial information.
Qualifications
·Bachelor's degree in finance, Economics, Accounting, Business, or a related field.
2-4 years of prior work experience in investments, research, or finance preferred.
·Strong analytical and quantitative skills; proficiency in Excel and financial modelling.
·Excellent written and verbal communication skills.
·Attention to detail and ability to work with minimal supervision.
·Interest in multi-asset investing and private wealth management.
Seniority level
Seniority level Entry level
Employment type
Employment type Full-time
Job function
Job function Research, Analyst, and Information Technology
Industries Executive Offices
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