Investment Analyst
Current- Currently managing a ~$20 million equity portfolio, achieving a 10.2% return YTD on equity recommendations, and supporting the company's financial objectives through strategic analysis.- Conducting in-depth market research and performing comprehensive financial analysis to identify and evaluate potential investment opportunities and risks.- Creating detailed, data-driven investment reports and providing strategic recommendations to optimise the company's portfolio, focusing on maximising returns whilst mitigating risk. Regularly assessing market trends and asset performance to ensure alignment with financial goals and risk tolerance.- Collaborating with senior analysts and portfolio managers to develop and implement investment strategies that conform with long-term objectives, liaising with the head of family office, and engaging in frequent communication with banks and custodians to manage assets, gain market insights and support executions of trades.- This role has significantly enhanced my analytical, quantitative, and qualitative skills, deepening my expertise in financial markets and investment management.