Investment Analyst

Responsibilities:

·      Manage and analyze stock portfolio to make buy/sell/hold recommendations, diversify, and enhance investment performance

·      Study economic trends, evaluate historical performance of stocks, and prepare written reports to keep Family Office management informed

·      Collect and interpret external company financial statements, price developments, currency adjustments and yield fluctuations to advise on investment strategy

·      Create financial models utilizing forward-looking capital market expectations to produce portfolio earnings projections

·      Perform due diligence reviews of current and future investments

·      Build and present proposals for new investment opportunities

·      Escalate any portfolio changes within Family Office

·      Develop long-term financial planning options, as needed

 Qualifications:

• Bachelor’s degree in Finance, Economics or related concentration/Master’s degree preferred

    ·      3-5 years of portfolio or investment management experience

    ·      Proven mathematical skills and financial acumen to evaluate investments

    ·      Superior technical/analytical skills for modeling data and processing information

• Exceptional verbal and written communication skills along with strong presentation skills
• Strong attention to detail
• Well-developed organizational skills, flexible and ability to multi-task
• Self-starter and able to work independently, while also possessing the ability to collaborate in a team environment
• CFA, FINRA Series 7 and 66 preferred