Investment analyst

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.