Investment Analyst

We are seeking a motivated and detail-oriented Investment Analyst to join our family office. The successful candidate will be responsible for:

1. Assist in investment research on macro-economic research, industry and company research, financial modeling, and related data collection and analysis.
2. Conduct ongoing market and industry research. Analyze and interpret various data points from multiple sources and compile findings into summary reports and recommendations。
3. Monitor the firm’s multi assets investment portfolios, both internally managed portfolios and by third-party asset managers, including discretionary mandates/funds, and other alternative investment vehicles, and provide timely progress updates.
4. Track portfolios returns and risks, ensuring alignment with the firm’s investment objectives and risk parameters. Prepare periodic investment reports, performance summaries, and ad hoc analyses for internal review.
5. Perform other ad-hoc duties as assigned.

Requirements

• Degree in business/economics, finance or accounting or related professional qualification.
• 3-5 years of relevant work experience, preferably financial investment related.
• Excellent analytical, communication, and organizational skills.
• Proficient in Microsoft Office, although proficiency in Bloomberg is preferred but not required.
• Self-driven, responsible, and willing to take initiative in a fast-paced environment.