Investment Analyst
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Job Description
Investment analyst for a multi-family office handling investment portfolio management. Conducting investment research and preparing financial models for a global client base.
Responsibilities:
- Multi-family office servicing Ukrainian HNW individuals is looking for a highly motivated Analyst to join our investment team.
- Conduct detailed research on investment opportunities across public equities, fixed income, private equity, private credit, hedge funds, private/public infrastructure and other asset classes.
- Analyze funds investment strategies, documentation, marketing presentations and factsheets in order to define suitable opportunities which fit the predefined investment strategy.
- Prepare investment appraisal documents.
- Monitor macroeconomic developments and financial markets.
- Prepare financial models and investment presentations.
- Prepare monthly reporting statements for selected clients’ portfolios.
- Support semi-annual and annual portfolio reviews and presentation materials.
Requirements:
- Bachelor’s or Master’s degree in Finance, Economics, Investments, or related field
- ACCA or CFA would be a benefit
- 2–4 years of experience in Big 4, investment banking, other relevant financial background
- Strong analytical and quantitative skills
- Excellent Excel and financial modeling skills
- Familiarity with capital markets and alternative investments
- Fluent english.
Benefits:
- Exposure to global markets and top tier global operators
- Work with experienced investment team
- Opportunity to develop expertise in investment portfolio management
- Competitive compensation and long-term career development
- Fully remote work.
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