PER is hiring an Analyst or Senior Analyst for a small, well-capitalised London family office whose portfolio mixes strategic operating businesses and fund investments. The role researches direct public and private opportunities as well as private equity and hedge fund allocations, builds financial models, monitors and values the existing portfolio, supports asset allocation work, and prepares partner, quarterly and board materials. Suits a numerate, curious junior from a bank, fund or family office with strong modelling skills and an interest in using AI.
About our client
We are working with a well capitalised, London-based family office. This family office operates a dynamic portfolio which contains strategic businesses and fund investments. This small and dynamic team have a keen interest in developing juniors and want to hire someone with an entrepreneurial spirit and strong work ethic.
What the job involves
- Research and analysis into candidate direct investment opportunities, both public and private, as well as candidate private equity and hedge fund opportunities
- Analysing financial statements and financial modelling
- Researching industries and markets
- Preparation of discussion materials, including presentations to partners, quarterly reporting and board presentations
- Existing portfolio monitoring, research, risk measurement and valuation
- Assisting the team in the formulation of asset allocation strategies
- Supporting senior investment team members with analysis and materials required for investment discussions and decision-making
- Undertaking ad hoc investment, market and corporate finance analysis as required
Who we are looking for
- A high degree of numerical, verbal and analytical competence
- Strong analytical and problem-solving skills, with an ability to think strategically.
- A genuine interest in investments, businesses and financial markets
- Strong financial analysis and modelling capability
- Intellectual curiosity and an ability to research unfamiliar companies, sectors and investment themes
- Strong self-motivation and an ability to work independently while operating effectively as part of a small team
- Strong interpersonal and communication skills
- High standards of accuracy and attention to detail
- Proficiency in Microsoft Office, particularly Excel and PowerPoint and an interest in using AI
- A numerical, financial, economics or science-based degree would be advantageous
- Experience gained at a bank, fund, family office or similar investment environment would also be welcome
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Analyst / Senior Analyst, Family Office, London employer: And Simple ApS
Join a dynamic private bank that is expanding its operations in Guernsey, where you will have the opportunity to work closely with ultra-high-net-worth clients in a collaborative and supportive environment. Our culture fosters professional growth, offering tailored training and development opportunities to enhance your skills in private wealth management. With a focus on innovation and client satisfaction, we provide a unique platform for you to thrive in your career while making a meaningful impact in the financial services sector.
