- Company Name
- Lusignan Multi Family Office
- Job Title
- Analyste Investissements
- Job Description
-
Job Title: Investment Analyst
Role Summary:
- Execute core investment process and portfolio monitoring for a multi-family office specializing in alternative assets (private equity, private debt, hedge funds, real estate, structured products, equities, bonds).
- Collaborate directly with partners and financial stakeholders to evaluate and manage investment opportunities and existing holdings.
Expectations:
- Deliver rigorous financial analysis, due diligence, and valuation models to support investment decisions.
- Produce clear investment notes, committee presentations, and client-facing reports.
- Maintain up-to-date macroeconomic and market intelligence relevant to diverse asset classes.
Key Responsibilities:
- Perform comprehensive financial analysis of investment opportunities across multiple asset classes.
- Participate in financial and operational due diligence of funds and managers, assessing strategy, track record, risks, and incentive alignment.
- Build, update, and review financial models (valuation, scenario analysis, stress testing, cash‑flow projections).
- Monitor portfolio performance, risk, liquidity, and alignment with client wealth objectives.
- Prepare investment memoranda, internal committee materials, and client communications.
- Conduct ongoing macroeconomic, financial, and strategic market surveillance.
Required Skills:
- Strong analytical, structured problem‑solving, and multi‑asset focus.
- Advanced proficiency in Excel and PowerPoint; familiarity with VBA, Python, or data/AI tools is a plus.
- Ability to work autonomously and conduct deep research and analysis.
Required Education & Certifications:
- Bachelor’s (Bac +4/5) or Master’s degree in finance, economics, or financial engineering from a reputable business school, university, or engineering institution.
- Prior experience in asset management, private equity, investment banking, financial advisory, or family office is advantageous.