Investment Analyst

We are looking for a motivated and detail-oriented Investment Analyst to support the day-to-day investment activities of a small, professionally managed family office. This role is ideal for a candidate with a strong foundation in finance or accounting who is passionate about investments and enjoys conducting in-depth research and analysis. You will play a key role in supporting investment decisions, monitoring portfolio performance, and ensuring accurate reporting across asset classes.

Main Responsibilities• Conduct research and analysis on investment opportunities across asset classes including equities, fixed income, funds, and alternative investments. •  Assist in monitoring and tracking portfolio performance, including returns, risk metrics, and market developments. •  Prepare periodic investment reports (weekly, monthly, quarterly) summarizing portfolio performance, market insights, and key updates. •  Support due diligence processes on new investment opportunities, including reviewing financial statements, market trends, and manager performance. •  Maintain up-to-date records of investments, transactions, valuations, and supporting documentation. •  Coordinate with external asset managers, banks, brokers, and advisors to obtain reports and relevant investment information. •  Assist in preparing investment memos, presentations, and summaries for internal decision-making. •  Monitor global and regional financial markets, economic trends, and relevant news impacting the portfolio. •  Support reconciliation of investment records with bank and broker statements where required. •  Provide ad-hoc analysis and research support to senior management on strategic investment decisions.