Investment Analyst - Wealth Management

Updated: May 11, 2024 02:45 PM GMT

Broadgate Advisers

Beirut

Title:

You will be appointed as Investment Analyst – Wealth Management

Profile: Minimum of 5 years of relevant industry experience - CFA is a plus

Cross- asset coverage, with focus on public and private equity

Duties & responsibilities:

You will have on a non-exhaustive basis, the responsibility to perform the following:

1- Investment Management:
• Support the Portfolio Management team with various aspects of portfolio management including investment decisions, implementation, portfolio rebalancing, and daily monitoring of investment portfolios.
• Analyse and select stocks across sectors for a concentrated portfolio of high conviction ideas.
• Continuously monitor securities held within portfolios, to ensure investment thesis remains intact.
• Financial modelling and participation in the improvement of tools for stock selection.
• Perform financial DD on investment opportunities in private markets.
• Provide details on investment opportunities, market commentary and stock... More Detail