Senior Associate - Family Office

Senior Associate - Family Office

Responsibilities:

- Conduct in-depth research and analysis on investment opportunities across various asset classes.

- Prepare investment memos, financial models, and reports for decision-making by senior management.

- Monitor and evaluate the performance of existing investments and recommend adjustments as needed.

- Stay updated on market trends, economic indicators, and regulatory changes affecting the investment landscape.

- Collaborate with team members to support portfolio management and asset allocation strategies.

- Assist in conducting due diligence on potential investments and managing relationships with external stakeholders.

- Present findings and recommendations to senior management and family members as required.

Qualifications:

- Bachelor's degree in Finance, Economics, Business, or related field. MBA /CA or CFA preferred.

- Proven experience in financial analysis, investment research, or asset management, preferably within a family office or wealth management firm.

- Strong analytical skills with proficiency in financial modeling and valuation techniques.

- Knowledge of different asset classes such as equities, fixed income, real estate, and alternative investments.

- Excellent communication and presentation skills.

- High level of integrity, professionalism, and discretion when dealing with confidential information.

- Exposure to Public Equities preferred

- Experience of at least 5 plus years working is a Family Office preferred