Senior Investment Analyst

Our client is a London based Single Family Office seeking an investment professional to monitor and manage the existing investment portfolio that consists of varied asset classes. You will be expected to work independently and liaise laterally with other team members while reporting directly to the principal.

Key Responsibilities

• Monitoring the investment portfolio, manage the internal portfolio reporting system, provide recommendations to the principal.
• Coordinating with other team members and external service providers to ensure goals alignment, tax efficiency, and proper execution and file
• Analysing data and creating reports to inform decision-making, including analysing investment proposals and seeking investment solutions to match the principal's objectives.
• Monitoring the treasury and liquidity requirements within the
• Dealing with banks and financial institutions in respect of any administrative, KYC and DD matters.

Required Skills and Qualifications

• Good understanding of financial instruments, bonds markets, equity markets and derivatives, sound understanding of structured financial
• Minimum 5 years experience in the financial services, asset management, wealth management (family office), or financial advisory industry.
• Good analytical skills, ability to write clear and concise analysis of investment opportunities and recommendations.
• Good interpersonal skills required to liaise with other team members and external service providers and
• Sound understanding of financial reporting and basic accounting, as well as some familiarity with UK and international taxation issues is a bonus.
• Basic understanding of legal matters relating to financial instruments and

Working Conditions

• Full time job based in central London, some possibility on working from home on days when the job allows this.
• The job does not provide benefits in kind such as health insurance or pension fund
• From time to time the job may require travelling

Culture and Values

• The office setup is informal and requires ability to work
• The principal and his family value privacy and confidentiality, confidentiality commitments are in excess of those that usually apply in big

If you would like to find out more about the role, please send a (preferably Word) copy of your latest resume