JOB DESCRIPTION / ROLE
The Investment Analyst will be responsible for sourcing, evaluating, and conducting due diligence on diverse investment opportunities while providing in-depth financial analysis and portfolio management support. The role involves regular portfolio reviews, performance reporting, and collaboration with external investment managers to optimize returns and manage risks.
Client Details
The client is a single-family office that manages a well-diversified portfolio of investments across public and private markets. They are seeking a highly motivated and experienced Investment Analyst to join their team and play a critical role in their investment processes and portfolio management.
Description
* Lead Investment Research & Screening: Identify, evaluate, and screen new investment opportunities across various asset classes, conducting thorough due diligence and financial analysis to assess risks and returns.
* Market Research & Pipeline Development: Build and maintain a strong pipeline of investment opportunities through proactive research and networking within relevant markets.
* Investment Manager Relationships: Cultivate and maintain relationships with external investment managers, conducting comprehensive due diligence on their strategies, performance, and operational efficiency.
* Portfolio Monitoring & Analysis: Conduct regular reviews of the investment portfolio, including rebalancing and performance analysis, to ensure optimal returns and risk management.
* Investment Reporting: Prepare detailed investment memos, presentations, and reports for decision-making by the investment committee and board, and assist in periodic performance reporting.
* Support Strategic Investment Planning: Contribute to the development and execution of the family office's strategic investment plan, helping to align individual investments with broader financial goals.
Job Offer
The candidate will be offered a competitive compensation package, which includes a performance-based bonus, long-term incentive plans, comprehensive medical coverage, a car allowance, and annual flights. Additional benefits may be discussed based on the candidate's qualifications and experience.
Requirements:
* CFA Charter Holder or MBA from a top-tier institution* Minimum of 3+ years of relevant multi-asset class investment experience. Generalist experience across various asset classes and sectors is required
* Proficiency in investment management software and tools
* Highly adaptable with excellent time-management and multi-tasking abilities
* High degree of integrity and professionalism
ABOUT THE COMPANY
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.
The Group has operations in the UK, Continental Europe, Asia-Pacific and the Americas. In the Middle East we focus on the areas of:
Finance & Accounting Banking & Financial Services Procurement Property & Construction Engineering & Supply Chain Oil & Gas Technical and Engineering Human Resources Sales Marketing Technology Secretarial Executive Search Legal
The Group operates through 161 offices in 33 countries and employs over 5,000 employees worldwide.