Investment Analyst (m/f)

Our client is a family office backed by a well-established private investor, with a diversified portfolio spanning operating companies, listed markets, private equity and real estate. With the ambition to develop a more institutional structure and potentially expand into a multi-family office platform, the organisation is looking for a hands-on and ambitious Investment Analyst to help build its investment capabilities.

The role will focus on strategic asset allocation, investment manager selection and the assessment of external funds and managed accounts across multiple asset classes. Working closely with the CEO, the successful candidate will contribute to developing robust investment processes, with the opportunity to progressively take on greater responsibilities.

The Investment Analyst will play a key role in shaping and developing the organisation's investment approach, contributing to strategic asset allocation decisions and the identification of high-quality external investment managers across multiple asset classes.

The position will involve:

• Investment Strategy & Asset Allocation: Contribute to the definition and implementation of strategic asset allocation strategies, assessing investment opportunities across different asset classes in line with clients' objectives, risk profiles and long-term wealth preservation goals.
• Investment Manager Selection & Due Diligence: Identify and assess outstanding investment managers, funds and managed accounts through comprehensive qualitative and quantitative analysis. This includes evaluating investment philosophies, track records, portfolio construction, risk management, organisational structures and alignment of interests.
• Investment Research & Analysis: Develop a deep understanding of investment strategies, financial markets and asset class dynamics, combining rigorous research with independent judgement to identify relevant opportunities, challenge assumptions and assess the long-term merits of investment propositions.
• Portfolio Monitoring & Performance Assessment: Contribute to the ongoing monitoring of selected managers and portfolios, assessing performance, risk exposures and consistency of investment strategies, while identifying potential concerns and areas requiring further investigation.
• Investment Framework & Decision-Making: Help build and continuously refine the organisation's investment methodologies, analytical frameworks and due diligence processes, ensuring a disciplined, consistent and objective approach to investment selection and portfolio oversight.
• Investment Recommendations: Translate complex financial and investment analysis into clear, well-supported recommendations and presentations, providing senior management with the insights required to make informed investment decisions.

As the platform develops, the role may progressively expand to include:

• Family Office Advisory: Contribute to the delivery of tailored investment advice, taking into consideration the specific requirements, constraints and long-term objectives of Family Office clients.
• Business Development: Take an increasingly active role in building and developing the investment advisory platform, contributing to its investment processes, internal organisation and overall growth.

Professional Background & Technical and Analytical Skills:

• Between 4 and 7 years of relevant professional experience, ideally gained within an asset management company, investment consultancy, investment advisory firm, or an OCIO platform.
• Experience in investment research, portfolio analysis, asset allocation, manager selection or investment due diligence would be particularly relevant.
• Candidates with a background in strategy or management consulting, particularly those with exposure to financial services, asset management or investment-related assignments, will also be considered.
• A strong academic background in Finance, Economics, Business, Mathematics or a related discipline.
• Relevant professional qualifications (CFA or equivalent) would be an advantage.
• Strong understanding of financial markets, investment products and different asset classes.
• Solid analytical and quantitative skills, with the ability to interpret complex financial information and assess investment strategies.
• Ability to critically evaluate investment managers, their investment processes, performance, risk management and long-term consistency.
• Excellent research, synthesis and report-writing capabilities.
• Advanced Excel skills; familiarity with financial databases and analytical tools would be an advantage.

Personal Attributes:

• Intellectual curiosity and learning agility: A genuine desire to learn, investigate and continuously deepen knowledge of investment strategies and financial markets.
• Independent thinking: The ability to challenge assumptions, express informed opinions and exercise sound judgement.
• Rigour and integrity: Exceptional attention to detail, strong ethical standards and a high level of personal accountability.
• Entrepreneurial mindset and ambition: The energy, motivation and willingness to actively contribute to building and developing a growing business.
• Resilience and coachability: The ability to overcome challenges, accept constructive feedback and develop within an established investment framework.
• Languages: Excellent command of French and English is essential.

For more information, please contact Nicolas Hurlin by phone on +352 26 29 45. 20

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