Investment Analyst supporting day-to-day investment activities of a family office. Conduct research, analysis, and reporting across asset classes.
Requirements
- Conduct research and analysis on investment opportunities across asset classes
- Monitor and track portfolio performance
- Prepare periodic investment reports
- Support due diligence processes
- Maintain up-to-date records of investments and transactions
- Coordinate with external asset managers and advisors
- Assist in preparing investment memos and summaries
- Monitor global and regional financial markets
- Support reconciliation of investment records