Portfolio Analyst, Public & Private Investments - Single-family Office, London

Expired
Finance ID: 3262690274

Published 2025-10-17. Modified 2025-11-12.

Description

Portfolio Analyst, Public & Private Investments – Single-Family Office Job details

Location

London

Date Posted

21 September 2019

Category

Investment

Job Type

Permanent

Job ID

J17288

Competitive Salary + bonus

Description

An established single-family office is looking to hire an analyst to join their growing team.

The family office invests across a diverse range of public and private investments, including listed equities, private equity and real estate. This role will be primarily responsible for modelling, reporting and analysis across the portfolio.

Responsibilities:

Maintain and improve regular reporting on specific investments and portfolios, including preparation of summary reports for board and investment committee level Develop valuation, risk and performance analysis model for a variety of assets and portfolios Monitor portfolios, with opportunity to develop responsibility for oversight of various investments and input into investment evaluations Ad hoc modelling for public and private investments Product commentary and reports to supplement analysis and models Due diligence activities to support Investment team

Candidate Requirements:

2-4 years’ experience in an analytical/quantitative role, preferably on the buy-side or a major accounting firm Excellent Excel skills, including demonstrable experience of building and adapting detailed financial models Interest in financial and investment markets Motivated, self-starter with the ability to work independently and as part of a small team Degree level education Professional qualification preferred or willingness to study towards such qualification e.g. CFA, CAIA or ACA

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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Location

London
London
London
United Kingdom
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Attributes

Job type Full time
Contract type Permanent
Salary type Monthly
Occupation Portfolio analyst, public & private investments - single-family office
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Mason Blake
Mason Blake
259 active jobs
Registered 2023-06-07
United Kingdom

Established in 1997, Mason Blake is dedicated to servicing the Investment Management, Wealth Management and Alternative Investment markets. Our priority has always been to forge and preserve genuine long-term relationships. We understand that candidates can become clients and vice versa; our focus is to maintain our professional integrity from start to finish and beyond. Historically, our initial focus has been the Investment Management industry and we have built up a consistent network of relationships within the industry. We've built on this success and as a result now work with top tier clients as well as smaller wealth boutiques and hedge funds. We remain eager to build ever stronger relations with clients, to source the most exciting talent in the City; to continue learning and build on our successes thus far. With a team of experienced and focused individuals, keeping abreast of market developments affecting the financial markets comes naturally. We hope this aptitude and appetite for learning is evident in the standard of our efforts. Consequently, we have earned ourselves a reputation as an approachable and sincere firm. Above all, each consultant enjoys working in an atmosphere where they are encouraged to exhibit their own personality, whilst maintaining a thorough professionalism. Specialties Investment Management, Hedge Funds, Wealth Management, Asset Management Boutiques
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