Resource Corner

Investment Analyst

Resource Corner

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelinginvestment analysisquantitative analysisresearch on investment opportunitiespreparing investment appraisal documentsmonitoring macroeconomic developmentspreparing financial reportsanalyzing investment strategiesExcel
Soft Skills
strong analytical skillsmotivationcommunication skills
Certifications
Bachelor’s degree in FinanceMaster’s degree in FinanceACCACFA