Investment analyst

The role

The Analyst will support portfolio management and conduct investment research. This role involves identifying and analyzing opportunities across public and private markets.

What you will do

• Conduct detailed research on investment opportunities across various asset classes
• Analyze fund investment strategies, documentation, and factsheets
• Evaluate fund operators' track record, strategy, structure, and risk management
• Prepare investment appraisal documents
• Monitor macroeconomic developments and financial markets
• Perform math calculations and modelling related to derivative instruments
• Prepare financial models and investment presentations
• Conduct sectoral research across different market segments
• Prepare monthly reporting statements for selected clients' portfolios
• Support semi-annual and annual portfolio reviews and presentation materials

Required qualifications

• Bachelor's or Master's degree in Finance, Economics, Investments, or related field
• 2–4 years of experience in Big 4, investment banking, or other relevant financial background
• Strong analytical and quantitative skills
• Excellent Excel and financial modeling skills
• Familiarity with capital markets and alternative investments
• Fluent english
• Financial modeling and valuation
• Investment research and due diligence
• Strong attention to detail
• Clear written and verbal communication
• Ability to work independently in a small, high-performance team

Nice to have

• ACCA or CFA would be a benefit

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

About the company

Multi-family office servicing Ukrainian HNW individuals. They manage an investment portfolio and invest into financial markets globally.