Financial Analyst (Family Office)
Skills
About This Role
Key Responsibilities
1.
Support equity and structured product investments (market tracking, trade execution, opportunity screening)
2.
Coordinate with bankers for proposals and execution
3.
Build and maintain simple Excel dashboards and tracking systems for quick decision making (positions, performance, cash flow)
4.
Use AI tools to enhance research, reporting, and decision-making
5.
Support real estate operations (tenant coordination, contracts, follow-ups)
6.
Step in to support/cover tasks when required
Requirements
1.
Understanding of finance, markets, and investing
2.
Willingness to learn and adapt
3. Excel / Google Sheets skills
4.
Comfortable using AI tools for productivity and analysis
5.
Ownership, speed, and attention to detail
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