INVESTMENT ANALYST
Summary
Analyzes global markets, conducts financial/valuation research, and develops investment models/recommendations using Bloomberg Terminal and Excel for a private fund managing public/private portfolios.
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.