Investment analyst
Resorcer · Remote
Multi-Family Office / Wealth Management / Investments
Overview
Multi-family office servicing Ukrainian HNW individuals is looking for a highly motivated Analyst to join our investment team. We manage an investment portfolio and invest into financial markets globally. The role involves supporting portfolio management, conducting investment research, identifying and analyzing new opportunities across public and private markets, preparation of financial models and investment presentations, as well as other research materials.
Key Responsibilities
Investment Research & Analysis
Conduct detailed research on investment opportunities across public equities, fixed income, private equity, private credit, hedge funds, private/public infrastructure and other asset classes.
Analyze funds investment strategies, documentation, marketing presentations and factsheets in order to define suitable opportunities which fit the pre defined investment strategy
Evaluate track record, investment strategy, operational structure, and risk management of the fund operators
Prepare investment appraisal documents
Monitor macroeconomic developments and financial markets
Perform math calculations and modelling related to various derivative instruments
Prepare financial models and investment presentations
Conduct sectoral research across different market segments in various regions
Prepare monthly reporting statements for selected clients’ portfolios
Support semi-annual and annual portfolio reviews and presentation materials
Prepare monthly factsheets and brief reports for alternative investments asset classes
Perform various ad-hoc tasks.
Qualifications
Bachelor’s or Master’s degree in Finance, Economics, Investments, or related field
ACCA or CFA would be a benefit
2–4 years of experience in Big 4, investment banking, other relevant financial background
Strong analytical and quantitative skills
Excellent Excel and financial modeling skills
Familiarity with capital markets and alternative investments
Fluent english
Skills
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.
What We Offer
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.