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Job Description
Join a boutique firm as an Investment Analyst
Help manage a portfolio of direct investments across various asset classes, including direct equity, fixed income, commercial real estate, and private equity.
Main Responsibilities:
- Assist Senior Research Analysts in their daily tasks
- Support the CEO/CIO in overseeing the family office's investments and operations
- Conduct detailed research on potential direct equity investments
- Analyze and assess the risk/reward profile of investment opportunities
- Collect and process key financial and market data
- Create valuations based on different scenarios
- Build and maintain relationships with key stakeholders
- Develop financial models in Excel
- Monitor and review ongoing information related to investments
- Research and address new or existing investment issues
Ideal Candidate Profile:
- Strong passion for financial markets and investments
- Background in Equity Research, Corporate Finance, Equity Sales & Trading, or Private Wealth Management
- ACA/CFA/CIMA qualifications advantageous
- Strong technical skills in financial analysis and valuation
- Self-driven, motivated, and capable of working independently
This role is best suited to someone adaptable and eager to thrive in a dynamic, entrepreneurial environment.