Resource Corner

Financial Planning and Analysis

• Multi-family office servicing Ukrainian HNW individuals is looking for a highly motivated Analyst to join our investment team.
• 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 predefined investment strategy.
• Prepare investment appraisal documents.
• Monitor macroeconomic developments and financial markets.
• Prepare financial models and investment presentations.
• Prepare monthly reporting statements for selected clients’ portfolios.
• Support semi-annual and annual portfolio reviews and presentation materials.

Investment Analyst