Equities Investment Analyst A Dublin-based boutique firm is expanding its team and seeking an Equities Analyst to help manage its portfolio of direct investments across various asset classes.
Asset Classes Include: Direct equity investments (listed securities) Direct fixed income investments (listed securities) Commercial real estate Operating assets (hospitality and leisure industries) Funds (private equity, hedge funds, long-only funds, etc.)
Direct private equity investments This is a unique opportunity to step into a principal or buy-side investment role, joining a small, collaborative, and fast-growing team with a flat organizational structure.
Main Responsibilities: Assist Senior Research Analysts in their daily tasks Support the CEO/CIO in overseeing the family office's investments and operations Conduct detailed research on potential direct equity investments Analyze and assess the risk/reward profile of investment opportunities Collect and process key financial and market data Create valuations based on different scenarios (bear, base, and bull cases) Build and maintain relationships with key stakeholders (e.g., CEOs, CFOs, analysts, brokers) Develop financial models in Excel (though not a core task, proficiency is required) Monitor and review ongoing information related to investments Research and address new or existing investment issues as they arise Depending on experience, additional duties may include: Trading equities directly or through brokers Utilizing Bloomberg terminals for market analysis Offering informed opinions on existing and potential investments Assisting with legal due diligence for specific investments (e.g., private equity co-investments) Work with external accountants for year-end reporting and tax compliance Handle administrative tasks such as updating portfolio management spreadsheets and reporting to the Family Office Principal Ideal Candidate Profile: Strong passion for financial markets and investments Background in one or more of the following areas: Equity Research Corporate Finance Equity Sales & Trading Private Wealth Management Family Office Investing ACA/CFA/CIMA qualifications are advantageous but not required Strong technical skills in financial analysis and valuation Self-driven, motivated, and capable of working independently with a strong work ethic This role is best suited to someone adaptable and eager to thrive in a dynamic, entrepreneurial environment.
Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.
BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.
Skills: equity analyst research investment