Working directly for the family office, the role of Investment Analyst has broad accountability with involvement in many areas of investment (early stage & funds), private banking and payments/fintech businesses.
Via the family office primary investment vehicle Payvation Limited, the role of the Investment Analyst involves working in the following areas:
* Strategy – assisting with the development and presentation of strategy papers and senior management/board level engagement for the family office and its assets – including, Fire – a payment services business.
* Portfolio Management – managing the asset allocation of the investment portfolio and providing regular updates/analysis on performance of current investments across all funds and holdings.
* Engagement – build and maintain relationships with relevant stakeholders (including current and potential investments). Regularly meet with stakeholders securing updates and providing feedback and recommendations to the CEO.
* Investment Process – leading at all stages of the investment process including financial modelling, commercial insights, scenario analysis, due diligence and investment closing.
* Managing Providers – liaising with accountants, tax & legal advisors on an ongoing basis to ensure sound financial reporting and governance.
The role is based in Dublin and operates as three days a week in the office and two days remote. It is a hands-on role requiring a self-sufficient capable candidate, who is expected to have strong business acumen, keen interest in investing and an appreciation of early-stage businesses.
You should have the following:
* 2-3 years’ experience in an investment analysis or portfolio management role.
* Excellent financial, analytical and quantitative skills.
* Track record of excellent academic achievement.
* Demonstrable interest or understanding of investments and financial markets.
* Strong attention to detail.
* Excellent interpersonal, communication and organisational skills.
It’d be great if you have:
* Relevant Masters or Professional qualification in Business/Finance/Investments.
* Strong commercial awareness and negotiation ability.
* Ability to manage multiple tasks simultaneously to tight deadlines.
* High level of competence with tech applications.
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