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Financial Analyst

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1-Analyze global investment opportunities across asset classes (public, private, real estate, etc.).

2-Support portfolio monitoring, reporting, and optimization aligned with the family’s financial goals.

3-Conduct risk assessments across international holdings and recommend mitigation strategies.

4-Provide insight into tax-efficient structuring, estate planning, and philanthropy.

5-Prepare detailed financial models and reports for senior stakeholders


Qualifications:

  • 3–5 years of experience in financial analysis, preferably in a family office, private wealth, or asset management environment.
  • Deep knowledge of global markets, investment risk, and regulatory environments.
  • Strong financial modeling skills (Excel, Bloomberg, etc.).
  • High level of discretion and ability to communicate clearly with non-financial stakeholdersStrong Financial Planning skills
  • Proficiency in Finance and Financial Reporting
  • Excellent Analytical Skills
  • Experience in a similar role is a plus

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