Invesment Analyst

Job Description

Job Summary:

We are seeking an experienced Investment Analyst to join our family office. The Investment

Analyst will be responsible for analyzing potential investment opportunities, conducting due

diligence, preparing investment reports, and monitoring existing investments.

Responsibilities:

• Conduct thorough analysis of potential investments, including financial statements, industry

trends, and other relevant data.

• Conduct due diligence on potential investments and provide investment recommendations to

senior management.

• Prepare detailed investment reports for senior management, outlining key risks and

opportunities.

• Monitor existing investments and provide regular updates to senior management.

• Stay current with market trends and economic developments, providing insights and

recommendations based on research.

• Collaborate with other members of the Account/Finance team for accounting related issus. •

Build and maintain financial models to assess the potential returns of investment opportunities.

Skills

• Strong analytical skills and attention to detail.

• Excellent written and verbal communication skills.

• Proficiency in Microsoft Excel, Word, and PowerPoint.

• Ability to work independently and as part of a team.

• Strong work ethic and ability to work under pressure.

• 2-5 years of experience in investment analysis and a background in accounting is prefferred.

• A CFA Level 1 certification is a plus., CA, CPA.