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.