Senior Invest Analyst (Family Office)


This is an ideal opportunity for any Financial Analyst professional with at least 3 years of experience within the financial industry looking to take the next step within a Family Office.


You should be ready to learn quickly, start showing the results from the first day of your employment and be ready for the long-term commitment.


Main duties:

Financial Analysis
Investment research
Review portfolio and advise on proper asset allocation
Analyse different strategies and trends received from Investment Banks and present it to the CEO in an organized manner (such as Etfs, Stocks, Bond, Fund selection, Real Estate etc)
Provide weekly consolidated Wealth report
Daily Monitoring of Portfolio and proactively advising accordingly on disposals and reallocation
Perform specific analysis based on requests received by the CEO and/or Family Owner and present results in a proper and organized manner
Performing benchmark analysis of specific fund managers against broad index
-Identify, review and monitor venture capital investments

Requirements :

CFA Level 1 or up considered as a strong advantage
Degree in Finance/Statistics or other quantitative discipline
At least 3 years experience in the similar position
Please send your CV to [email protected]