Portfolio Analyst, Public & Private Investments - Single-Family Office

Mason Blake; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

An established single-family office is seeking a motivated Portfolio Analyst to join their dynamic team in London. This exciting role involves analyzing a diverse range of public and private investments, including equities, private equity, and real estate. You will be responsible for enhancing reporting processes, developing financial models, and conducting in-depth portfolio analysis. This is a fantastic opportunity for someone with a strong analytical background and a passion for investment markets to contribute to a growing firm. If you are a self-starter with a keen interest in finance, this role could be your next career move.

Qualifications

• 2-4 years in an analytical role, preferably in investment or accounting.
• Strong Excel skills with experience in financial modelling.

Responsibilities

• Maintain and improve reporting on investments and portfolios.
• Develop valuation and performance analysis models for assets.

Skills

Excel

Financial Modelling

Analytical Skills

Quantitative Analysis

Investment Knowledge

Education

Degree Level Education

Professional Qualification (CFA, CAIA, ACA)

Tools

Financial Modelling Tools

Reporting Software

Job description

Portfolio Analyst, Public & Private Investments – Single-Family Office

Job details

Location

London

Date Posted

21 September 2019

Category

Investment

Job Type

Permanent

Job ID

J17288

Competitive Salary + bonus

Description

An established single-family office is looking to hire an analyst to join their growing team.

The family office invests across a diverse range of public and private investments, including listed equities, private equity and real estate. This role will be primarily responsible for modelling, reporting and analysis across the portfolio.

Responsibilities:

• Maintain and improve regular reporting on specific investments and portfolios, including preparation of summary reports for board and investment committee level
• Develop valuation, risk and performance analysis model for a variety of assets and portfolios
• Monitor portfolios, with opportunity to develop responsibility for oversight of various investments and input into investment evaluations
• Ad hoc modelling for public and private investments
• Product commentary and reports to supplement analysis and models
• Due diligence activities to support Investment team

Candidate Requirements:

• 2-4 years’ experience in an analytical/quantitative role, preferably on the buy-side or a major accounting firm
• Excellent Excel skills, including demonstrable experience of building and adapting detailed financial models
• Interest in financial and investment markets
• Motivated, self-starter with the ability to work independently and as part of a small team
• Degree level education
• Professional qualification preferred or willingness to study towards such qualification e.g. CFA, CAIA or ACA

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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