Investment Analyst

Full job description

Family Office – Investment Analyst job description

Job description

· Ensure proper documenting of investments and investment decisions in-house and with help of external advisors.

· Restructure and optimize historical investment documentation

· Provide regular reporting to Management using metrics and data visualization tools effectively to report portfolio performance and support decision-making processes

· Support the team and partner asset managers in all aspects of managing the portfolio to ensure daily tasks are handled efficiently

· Preparation of cash flow analysis and forecasting future cash flows (e.g. expected capital calls, expected distributions, etc.)

· Preparation of the profitability analyses at project and portfolio level jointly with local teams

· Contribute to the establishment of common practices, tools, and templates for portfolio and project management, and ensure adherence to the group’s standards

· Coordination of activities between the holding level and local level to ensure proper execution of transactions

· Communication and liaising with clients, advisors, banks

· Other administrative tasks

Required Experience and Qualifications:

• University degree in Finance, Mathematics, or a related field
• At least 3 years of professional experience in Family Office
• CFA designation or other relevant certifications as advantage
• Fluent in English. Russian as advantage.

Required Skills:

• Strong understating of various investment products, including equities, fixed income, and alternative investments
• Expertise in Private Equity
• Expertise in financial analysis and modelling
• Excellent verbal and written communication skills, with the ability to clearly convey complex information to various audiences
• Ability to work effectively both independently, be proactive, solution oriented person;
• Capacity to adapt to evolving and dynamic situations
• Able to persuade internal stakeholders to provide necessary information and collaborate

Job Type: 100%