Job description

Overview:

The Investment Analyst will play a key role in the evaluation and management of the family office's diversified investment portfolio, including public equities, fixed income, structured products and alternative investments. The role involves conducting in-depth financial analysis, monitoring portfolio performance, supporting asset allocation decisions, and providing investment recommendations aligned with the family's long-term financial objectives and values.

Duties & Responsibilities:

•                       Identify and evaluate direct and indirect investment opportunities across asset classes, including equities, fixed income, private equity, venture capital, hedge funds, real estate, infrastructure, digital assets and structured products.

•                       Conduct in-depth financial analysis, including building and maintaining financial models (DCF, LBO, IRR scenarios, sensitivity testing) and preparing comparative valuation assessments.

•                       Perform stock selection and provide investment recommendations by integrating technical analysis with fundamental research, ensuring alignment with the investment objectives, risk profile, and asset allocation strategy of each portfolio.

•                       Perform qualitative due diligence on fund managers, including track record assessment, team background, strategy alignment, and operational setup.

•                       Participate in manager meetings and calls and present the findings to management.

•                       Monitor the performance of existing investments against benchmarks, expected return targets, and risk parameters.

•                       Track portfolio-level allocations, exposures (by asset class, geography, sector), and liquidity buckets.

•                       Identify performance deviations and assist in preparing remedial action plans for underperforming investments.

•                       Prepare periodic reports for management.

•                       Support the Investment Committee in defining long-term strategic and tactical asset allocation, incorporating macroeconomic outlook and capital market assumptions.

•                       Evaluate co-investment or opportunistic ideas that align with the family’s long-term goals.

•                       Prepare investment policy documentation and support regular reviews in collaboration with CIO.

•                       Maintain a database of market updates, fund manager insights, economic indicators, and regulatory developments relevant to the portfolio.

•                       Attend industry events, conferences, and webinars to expand the family office’s access to investment networks and thought leadership.

•                       Train the junior analysts in the department, supervise their tasks and work with HR on their career development and training plans.

•                       Proactively develop new relationships for fund managers, banks and service providers.

•                       Help with the automation of databases and market updates for better work efficiency.

•                       Prepare the manual for the department describing the investment and monitoring process.

•                       Any other duties may be assigned by your supervisor.

Skills

Skills

Qualifications & Experience:

•                       Bachelor's degree in Finance, Economics or a related field (Master's or MBA preferred).

•                       5+ years of experience in investment analysis, private banking, asset management, or family office roles.

•                       Strong knowledge of financial modeling, valuation methods, and investment due diligence.

•                       Experience working with alternative investments, private equity, or real estate is a strong plus.

•                       Proficiency in Excel, VBA, Bloomberg, and financial databases. Familiarity with reporting tools or portfolio management systems is an asset.

•                       • Familiarity with technical analysis concepts and tools is preferred.