Investment Performance Analyst - Single Family Office

Agreus; Hamburg; Vor Ort; EUR 60.000 - 80.000; Vollzeit

Zusammenfassung

A leading investment firm in Hamburg is looking for an Investment Performance Analyst. This role involves analyzing the multi-asset investment portfolio, measuring investment performance, and creating reports for stakeholders. The ideal candidate should have a degree in business administration or economics and at least three years of relevant experience in asset management or investment banking. Strong analytical and organizational skills are essential in this position.

Qualifikationen

• 3+ years of experience in asset management or related fields.
• Knowledge of technical processes in asset management and financial instruments.
• Ability to work independently and prioritize tasks.

Aufgaben

• Analyze and steer the investment portfolio across markets.
• Measure investment performance and conduct risk analyses.
• Develop transparent reporting structures for management.
• Identify market trends and investment opportunities.
• Drive project work on business processes.

Kenntnisse

Analytical skills

Investment knowledge

Organizational skills

Communication skills

Ausbildung

Degree in business administration or economics

Jobbeschreibung

An exciting opportunity has become available within a Single-Family Office who are looking for an Investment Performance Analyst to join their team in Hamburg, Germany.

Within this role, you will be supporting the Director of Finance and wider investment team, perform investment risk assessments and create reports to present to internal stakeholders.

Key Responsibilities:

• Take a key role in analyzing and steering our multi-asset investment portfolio across private and public markets
• Measure and evaluate investment performance, conduct risk and liquidity analyses, and translate your findings into actionable insights for the Investment Committee
• Develop and optimize transparent reporting structures (incl. fund look-through) for senior management and supervisory board
• Combine data and strategy: identify market trends, competitive dynamics, and new investment opportunities through research
• Drive demanding project work, including business process analysis and optimization

Skillset and Experience:

• Successfully completed studies in business administration, economics, business mathematics or have acquired comparable knowledge in capital markets/financial controlling
• At least three years of professional experience in an asset management company, investment bank (controlling/mid office), private investment company/family office, or insurance company
• Sound knowledge of technical processes in asset management and financial instruments in private and public markets
• Highly self-motivated, with strong organizational skills and the ability to set priorities effectively
• You work with high quality standards, independently, result-oriented, and conscientiously
• You are a team player who builds strong relationships, communicates openly, and contributes to a collaborative, trust-based working environment