Job Description
Job Description
- We’re looking for an Investment Advisor / Investment Manager with strong financial expertise, creativity, and an entrepreneurial mindset to join our team.
Responsibilities
What You’ll Do
- Design and implement tailored investment strategies for clients.
- Conduct financial analysis, valuations, and market research to identify opportunities.
- Prepare and present investment proposals, pitch decks, and portfolio reviews.
- Manage client relationships and grow assets under management.
- Support transaction execution, including financial modeling and due diligence.
- Monitor market trends and anticipate risks/opportunities.
- Ensure compliance with regulatory standards.
Requirements
Required Qualifications and Skills:
- Bachelor’s degree in Finance, Economics, Accounting, or related field (CFA/Master’s is a plus).
- 4–7 years’ experience in investment advisory, portfolio management, or investment banking.
- Strong analytical, modeling, and valuation skills.
- Excellent communication and presentation abilities.
- Entrepreneurial, innovative, and client-focused mindset.
- Strong network and relationship management skills.
- Excellent ability to speak and write the English language
- Proficient in MacOS Keynote, Numbers and Pages
- Proficient in MS PowerPoint, Excel & Word
- Proficient in financial modelling
- Diligent, with excellent attention to detail
- Strong research & analysis skills.
- Able to synthesise and present complex information simply.
- Result-oriented, able to deliver on time, under pressure.
- Highly adaptable, able to deal with ambiguity and change
- Able to handle confidential matters with absolute discretion
- Able to work in a fast-paced team with minimal supervision.
- Proactive, with good decision-making capacity
- Must be mature and reliable.