Investment Analyst

Responsibilities

• Update and maintain portfolio analytics database.
• Assist in preparing monthly performance reports of the portfolio and Investor packs.
• Track and review performance of existing holdings and presenting findings to senior management.
• Portfolio management: Monitoring the investment portfolios on a regular basis, tracking performance against benchmarks, and making adjustments to ensure alignment with investment objectives.
• Conduct research and analysis on investment opportunities across various asset classes including equities, fixed income, private equity, and private debt.
• Assist in preparing investment decks and recommendations for investment committee and board approvals.
• Other ad-hoc tasks as assigned.

Requirements

• 1-4 years experience in the desired field.
• Degree holder in Accounting, Finance, Business or Economics.
• Proficient in Microsoft Office tools and familiarity with Python, Bloomberg / Other portfolio management software.
• Team management experience (desirable)
• Detailed-oriented and high level of work quality.
• Strong Work Ethics
• Good written, verbal communication and presentation skills and the ability to articulate complex financial information to non-financial stakeholders.
• Self-motivated, hands-on, takes initiative and be able to work independently.
• E-mail us at recruitment@tristar-im.com

Additional Information

Investment Analyst - Single Family Office We are a fast-growing private fund managing multi-asset investments in both public and private markets.

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Company Intel

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