Our client, a family office based in Luxembourg, is seeking a dynamic and motivated Junior Portfolio Assistant to join their team. As a family office dedicated to managing and preserving wealth for their clients, they pride themselves on a client-centric approach and a commitment to excellence.
As a Junior Portfolio Assistant, you will play a key role in supporting the investment team and more specifically the Managing Director in managing and optimizing the stakeholders assets (in PE and RE). This entry-level position provides an excellent opportunity for a detail-oriented and analytical individual to gain hands-on experience in the financial industry within a family office setting.
Responsibilities:
o Portfolio Analysis: Conduct comprehensive analysis of investment portfolios, assessing performance, risk, and compliance with investment guidelines
o Data Management: Assist in the collection, validation, and maintenance of financial data and portfolio information
o Market Research: Stay updated on market trends, economic indicators, and investment opportunities to contribute valuable insights to the investment decision-making process
o Reporting: Prepare and generate regular reports on portfolio performance, asset allocation, and other relevant metrics for internal and client use
o Collaboration: Work closely with senior portfolio analysts and investment managers to support the overall investment strategy
o Ad Hoc Projects: Contribute to special projects and initiatives as assigned, providing analytical support and insights
-Competitive salary
-Career development opportunities
-Collaborative and inclusive work environment
-Bachelor's degree in Finance, Economics, or a related field
-Strong analytical skills and attention to detail
-Excellent communication skills, both written and verbal
-Eagerness to learn and a proactive attitude
-Knowledge of real-estate, investment instruments and financial markets is a plus
-Fluency in English and Spanish or Italian; knowledge of additional languages is an advantage
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