Job title – Investment Analyst

Location – West London

Permanent

Overview

A private family office based in West London is seeking an experienced Investment Analyst to help oversee a significant and globally diversified portfolio.

The successful candidate will deliver accurate, financial reporting and insightful analysis that provides the Leadership team with a clear, consolidated view of investment performance.

Responsibilities

• Prepare detailed investment reports and performance summaries.
• Deliver monthly dashboards and detailed quarterly reviews outlining performance, risk exposure, liquidity, and capital allocation.
• Maintain up-to-date investment policies, legal entity records, and the governance calendar to ensure smooth oversight and compliance.
• Evaluate cross-portfolio trends, correlations, and liquidity positions.
• Produce forward-looking analysis and scenario modelling to guide strategic portfolio decisions.
• Prepare presentation materials and documentation for meetings with banks, investment partners, and advisers. Record key actions, monitor progress, and ensure timely follow-up.
• Work closely with accountants, legal professionals and other external stakeholders on a regular basis.
• Track capital commitments, distributions, and exposures across currencies, credit, and geographies. Maintain a forward cash-flow and liquidity schedule.

Profile

• 8–15 years’ experience gained within a family office, private investment firm, or private bank.
• Exceptional quantitative and analytical skills with a strong ability to interpret complex data and produce concise, insightful commentary.
• Advanced proficiency in Excel and/or Power BI for financial modelling, data integration, and portfolio analytics.
• Sound understanding of investment instruments, risk assessment, and performance measurement methodologies
• Able to liaise confidently with accountants, lawyers, and private banks
• Highly organised, discreet, and self-directed, with the ability to operate effectively within a small, confidential, and high-trust environment.

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REF:JL125703