About the Role: The company manages investments for a medium-sized single-family office. This role will support researching and monitoring investment opportunities across asset classes in line with the family office’s long-term strategic objectives.

DESIRED QUALIFICATIONS:

· Bachelor’s degree in finance, Economics, Accounting, Business, or a related field.
· 2-4 years of experience in investments, research or finance preferred.
· Strong analytical and quantitative skills; proficiency in Excel and financial modelling.
· Excellent written and verbal communication skills.
· Attention to detail and ability to work with minimal supervision.
· Interest in multi-asset investing and private wealth management.
Job Type: Full-time
Pay: $2,000.00 - $3,500.00 per month

Education:

• Bachelor’s or equivalent (Required)

Experience:

• Investment management: 2 years (Required)

Work Location: In perso

• Market research & analysis
• Monitor economic trends, industry developments and market movements that may affect portfolio performance.
• Conduct fundamental research on investments as needed by the family office.
• Prepare financial models and valuation analysis.
• Assist in due diligence for potential investments, including reviewing company filings, market data, and third-party reports.
• Portfolio performance monitoring
• Track and report the performance of assets within the portfolio.
• Maintain and update portfolio dashboards and prepare presentations for periodic internal portfolio reviews.
• Liaise with external portfolio managers and service providers to obtain data and insights.