Financial Analyst

Confidential Opportunity: Financial Analyst – Family Office

About the Role

A private Family Office is seeking a discreet and highly capable Financial Analyst to support the Principal in overseeing investments and wealth management activities. This role involves close collaboration with the Principal, exposure to multi-asset portfolios, and the opportunity to contribute meaningfully to long-term wealth preservation and growth.

Key Responsibilities

• Conduct analysis on investment opportunities across public markets, private equity, real estate, and alternative assets.

• Monitor portfolio performance, prepare financial models, and provide investment insights.

• Support strategic asset allocation, cash flow planning, and liquidity management.

• Track global market and economic developments relevant to the family’s holdings.

• Coordinate with external advisors, banks, and fund managers, ensuring seamless execution and reporting.

• Maintain strict confidentiality in handling sensitive financial and personal information.

Qualifications

• Degree in Finance, Economics, or Accounting; CFA/CA/MBA preferred.

• 2–5 years’ experience in investment analysis, wealth management, private equity, or private banking.

• Strong skills in financial modeling, valuation, and reporting.

• High discretion, integrity, and ability to operate in a confidential environment.

• Strong communication skills with a proactive and analytical mindset.

Why This Role?

• Unique opportunity to work directly with the Principal in a trusted capacity.

• Exposure to a broad range of investments and strategic decision-making.

• A confidential and prestigious environment with long-term career potential.