Description

• Newly create headcount
• Fast growing firm

About Our Client

Client is a fast-growing multi-family office founded by partners with distinguished backgrounds, supported by disciplined investment thinking and strong governance.

Job Description

Primary Responsibilities

• Due Diligence & Investment Evaluation: Perform in-depth market, industry, and company research; create valuation and financial models; and prepare investment papers outlining risks, findings, and recommendations.
• Execution & Structuring: Review transaction documentation and collaborate with legal, tax, and compliance teams to ensure appropriate deal structure.
• Portfolio Oversight & Reporting: Maintain portfolio dashboards tracking metrics such as NAV, IRR, and cash flows; develop regular performance updates and forward-looking insights.
• Stakeholder & Client Coordination: Support partners during client discussions and help ensure alignment across tax, legal, governance, and investment considerations.
• Risk & Compliance Management: Apply robust risk management practices, monitor liquidity and concentration risks, and ensure processes meet documentation and audit standards.

The Successful Applicant

Experience & Qualifications

• At least 2 years of experience in a family office, private banking, asset management, private equity, or investment banking environment.
• Strong analytical capability with solid financial modelling skills.
• Excellent communication, organization, and attention to detail.
• High proficiency in Excel and PowerPoint; experience preparing investment memos.
• Bachelor's degree in Finance, Economics, Business, or related fields; CFA or MBA is an advantage.

What's on Offer

• Competitive salary with a growing organization