Patel Family Office - Investment Manager - CFA

Investment Manager

Roles & Responsibilities:

- Perform the evaluation, analysis and deal process on large and strategic acquisitions.

- Assist business unit management with the evaluation, analysis, and process on smaller acquisitions and on larger projects/strategic initiatives/projects

- Perform the analysis and deal process on divestitures and other strategic asset monetization.

- Provide analytical support for the strategic assessment of current and potential new business

- Provide analytical support for the forecasting of business unit results.

- Recognize growth opportunities and potential new markets.

- Manage the existing invested portfolio

- Collect and analyze business unit financial and operational data for investor presentations

- Develop presentation slideshows for investor conferences and meetings

- Participate and assist in investor presentations and meetings

- Analyze individual business unit performance and conduct peer company comparisons

- Maintain current market intelligence

- Track and analyze macro market data and assess operating activity ramifications

- Conduct special projects for the Founder/Co-Founder at both the corporate and BU level

- Learn the operating and strategic fundamentals of all of the company's diversified service lines

- Other high-profile projects as they develop

Other points:

Type: Full Time - 6 days; 48 Hours a week

Location: Fully Remote

Timing: Fully flexible, but some calls may be scheduled during US hours

Requirements:

- Post Graduate / Masters in Educational qualification in Finance, mandatory

- CFA Charter holder or CFA Charter Pending (Level 3 must be completed)

- 1-5 years of experience in financial services (investment banking, VC, PE, Family office) with direct deal experience

- Exceptional financial modelling skills necessary

- Strong skills with Microsoft Excel, PowerPoint, and Word required

- Excellent verbal communication skills to talk with investors and maintain the company's image

- Excellent written communication skills to prepare convincing presentations and reports

- Detail oriented and have problem solving and multi tasking skills

- Entrepreneurial mind set required along with ability to be flexible, proactive, a learner and be able to work within a team