Job details
Location: London
Date Posted: 13 October 2022
Category: Investment
Job Type: Permanent
Job ID: Competitive
Description
Our client is a single-family office that invests across a diverse range of asset classes in public and private markets. This opportunity will join the public equities division and have a broad range of responsibilities to support the Head of Public Equities.
Key Responsibilities:
- Detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level.
- Maintain and ensure the integrity of data for performance, risk, and reporting processes.
- Regular monitoring and analysis of existing investments in the public equity portfolio.
- Research and modelling of new direct equity investment opportunities.
- Perform investment research on external funds using Excel and Bloomberg.
- Produce investment commentary and reports to support analysis and models.
- Build relationships with key external stakeholders – fund managers, advisors, etc.
- Ad-hoc modelling and analysis for investments in private markets.
Minimum Requirements:
- 2-5 years’ experience in an analytical role, preferably within a finance or investment environment.
- Keen interest in financial and investment markets.
- Advanced Excel, including demonstrable experience building financial models.
- Currently studying for, or have interest in, a relevant financial professional qualification.
- Self-starter but with a willingness to take direction.
- Demonstrates strong attention to detail and ability to work independently and as part of a team.
Apply for this job
#J-18808-Ljbffr”, “datePosted”: “2026-05-20”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Mason Blake”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__436793907__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=299” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “London” } } }Job details
Location: London
Date Posted: 13 October 2022
Category: Investment
Job Type: Permanent
Job ID: Competitive
Description
Our client is a single-family office that invests across a diverse range of asset classes in public and private markets. This opportunity will join the public equities division and have a broad range of responsibilities to support the Head of Public Equities.
Key Responsibilities:
- Detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level.
- Maintain and ensure the integrity of data for performance, risk, and reporting processes.
- Regular monitoring and analysis of existing investments in the public equity portfolio.
- Research and modelling of new direct equity investment opportunities.
- Perform investment research on external funds using Excel and Bloomberg.
- Produce investment commentary and reports to support analysis and models.
- Build relationships with key external stakeholders – fund managers, advisors, etc.
- Ad-hoc modelling and analysis for investments in private markets.
Minimum Requirements:
- 2-5 years’ experience in an analytical role, preferably within a finance or investment environment.
- Keen interest in financial and investment markets.
- Advanced Excel, including demonstrable experience building financial models.
- Currently studying for, or have interest in, a relevant financial professional qualification.
- Self-starter but with a willingness to take direction.
- Demonstrates strong attention to detail and ability to work independently and as part of a team.
Apply for this job
#J-18808-Ljbffr…