INVESTMENT ANALYST

Investment Analyst – Single Family Office We are a fast-growing private fund managing a diversified portfolio across public and private markets. Responsibilities · Monitor global markets, macroeconomic trends and portfolio developments to identify investment opportunities and risks. · Conduct fundamental, financial and valuation analysis on prospective and existing investments across public and private markets. · Utilize Bloomberg Terminal extensively for market monitoring, investment research, security screening, comparable analysis, financial data and portfolio analytics. · Develop financial models, scenario analyses and investment recommendations, and track existing investments against performance, valuation, thesis and outlook. · Perform portfolio analytics including performance attribution, benchmark comparison, exposure and risk analysis. · Prepare investment papers, presentation decks and analysis for Investment Committee, Board and senior management. · Co-manage Bloomberg and portfolio systems, including portfolio uploads, maintenance, monthly reconciliations and data integrity. · Maintain equity, exposure and performance trackers, including MREP and other portfolio monitoring tools. · Develop investment dashboards, management information and macroeconomic and market monitoring views. · Support monthly portfolio performance and investor reporting, portfolio reviews, investment idea generation and ad-hoc analysis. Requirements · 3–4 years of relevant experience in investment analysis, asset management, research or portfolio analysis. · Degree in Finance, Accounting, Economics, Business or a related discipline. · Strong proficiency in Bloomberg Terminal, market data, security screening and portfolio analytics. · Strong Excel and financial modelling skills; Python and portfolio management system experience are advantageous. · Strong understanding of financial markets, investment fundamentals, valuation and portfolio analysis. · Strong analytical and communication skills, with the ability to translate complex financial information into clear investment views. · Detail-oriented, hands-on and self-motivated, with high standards of accuracy and the ability to independently drive analysis from research to recommendation. · Strong work ethic, initiative and intellectual curiosity towards markets and investing.