Portfolio & Investment Analyst - Single-Family Office

Location: London

Date Posted: 13 October 2022

Category: Investment

Job Type: Permanent

Job ID: Competitive

Our client is a single-family office that invests across a diverse range of asset classes in public and private markets. This opportunity will join the public equities division and have a broad range of responsibilities to support the Head of Public Equities.

Key Responsibilities:

1. Detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level.
2. Maintain and ensure the integrity of data for performance, risk, and reporting processes.
3. Regular monitoring and analysis of existing investments in the public equity portfolio.
4. Research and modelling of new direct equity investment opportunities.
5. Perform investment research on external funds using Excel and Bloomberg.
6. Produce investment commentary and reports to support analysis and models.
7. Build relationships with key external stakeholders - fund managers, advisors, etc.
8. Ad-hoc modelling and analysis for investments in private markets.

Minimum Requirements:

1. 2-5 years' experience in an analytical role, preferably within a finance or investment environment.
2. Keen interest in financial and investment markets.
3. Advanced Excel, including demonstrable experience building financial models.
4. Currently studying for, or have interest in, a relevant financial professional qualification.
5. Self-starter but with a willingness to take direction.
6. Demonstrates strong attention to detail and ability to work independently and as part of a team.