Investment Analyst

Responsibilities

• Conduct detailed research on investment opportunities across public equities, fixed income, private equity, private credit, hedge funds, and infrastructure
• Analyze fund investment strategies, documentation, and marketing presentations
• Evaluate fund operators' track records, operational structures, and risk management
• Prepare investment appraisal documents and financial models
• Monitor macroeconomic developments and financial markets
• Perform mathematical calculations and modeling for derivative instruments
• Prepare monthly reporting statements and factsheets for client portfolios
• Support semi-annual and annual portfolio reviews

Requirements

• Bachelor’s or Master’s degree in Finance, Economics, Investments, or a related field
• 2–4 years of experience in Big 4, investment banking, or a relevant financial background
• Strong analytical and quantitative skills
• Excellent Excel and financial modeling skills
• Familiarity with capital markets and alternative investments
• Fluency in English

Preferred Qualifications

• ACCA or CFA certification

About the Company

A multi-family office servicing Ukrainian HNW individuals, managing an investment portfolio with global exposure across financial markets.