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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