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Job Description
A dynamic Investment Analyst is sought to help manage a boutique firm's portfolio of direct investments across various asset classes, leveraging technical skills in financial analysis and valuation.
Investment Analyst Dublin-based boutique firm is expanding its team and seeking an Investment Analyst to help manage its portfolio of direct investments across various asset classes.
Asset Classes Include: • Direct equity investments (listed securities) • Direct fixed income investments (listed securities) • Commercial real estate • Operating assets (hospitality and leisure industries) • Funds (private equity, hedge funds, long-only funds, etc.) • Direct private equity investments This is a unique opportunity to step into a principal or buy-side investment role, joining a small, collaborative, and fast-growing team with a flat organizational structure.
Main Responsibilities: • Assist Senior Research Analysts in their daily tasks • Support the CEO/CIO in overseeing the firm'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 (bear, base, and bull cases) • Build and maintain relationships with key stakeholders • Develop financial models in Excel (though not a core task, proficiency is required) • Monitor and review ongoing information related to investments • Research and address new or existing investment issues as they arise Depending on experience, additional duties may include: • Trading equities directly or through brokers • Utilizing Bloomberg terminals for market analysis • Offering informed opinions on existing and potential investments • Assisting with legal due diligence for specific investments • Work with external accountants for year-end reporting and tax compliance • Handle administrative tasks such as updating portfolio management spreadsheets Ideal Candidate Profile: • Strong passion for financial markets and investments • Background in one or more of the following areas: + Equity Research + Corporate Finance + Equity Sales & Trading + Private Wealth Management + Family Office Investing • ACA/CFA/CIMA qualifications are advantageous but not required • Strong technical skills in financial analysis and valuation • Self-driven, motivated, and capable of working independently with a strong work ethic This role is best suited to someone adaptable and eager to thrive in a dynamic, entrepreneurial environment.
Morgan Mc Kinley is acting as an Employment Agency and references to pay rates are indicative.
Skills: Investment analyst equity investments Funds