Job Responsibilities:

• Primary person to provide investment advice and recommendations on equity and equity related investments
• Work with Head of Investment on portfolio monitoring and make recommendations on portfolio rebalancing as appropriate
• Analyze market data and perform financial analyses to ensure equity securities in the portfolio align with the Family’s investment goals
• Maintain records and documentation related to investments in order to monitor performance and manage portfolio risks on a regular basis
• Prepare regular reports to explain performance and investment recommendations to the Family

Job Requirements:

• Bachelor degree or above in Finance / Economics / Statistics or related majors, CPA or CFA preferred
• At least 8 years of relevant experience in investment bank 
• Excellent report writing skills
• Pro-active, able to work independently and under pressure
• Good business sense and exposure across diverse industries preferred
• Well organized; high attention to detail