Job Description

• We’re looking for an Investment Advisor / Investment Manager with strong financial expertise, creativity, and an entrepreneurial mindset to join our team.

Responsibilities
What You’ll Do

• Design and implement tailored investment strategies for clients.
• Conduct financial analysis, valuations, and market research to identify opportunities.
• Prepare and present investment proposals, pitch decks, and portfolio reviews.
• Manage client relationships and grow assets under management.
• Support transaction execution, including financial modeling and due diligence.
• Monitor market trends and anticipate risks/opportunities.
• Ensure compliance with regulatory standards.

Requirements
Required Qualifications and Skills:

• Bachelor’s degree in Finance, Economics, Accounting, or related field (CFA/Master’s is a plus).
• 4–7 years’ experience in investment advisory, portfolio management, or investment banking.
• Strong analytical, modeling, and valuation skills.
• Excellent communication and presentation abilities.
• Entrepreneurial, innovative, and client-focused mindset.
• Strong network and relationship management skills.
  • Excellent ability to speak and write the English language
  • Proficient in MacOS Keynote, Numbers and Pages
  • Proficient in MS PowerPoint, Excel & Word
  • Proficient in financial modelling
  • Diligent, with excellent attention to detail
  • Strong research & analysis skills.
  • Able to synthesise and present complex information simply.
  • Result-oriented, able to deliver on time, under pressure.
  • Highly adaptable, able to deal with ambiguity and change
  • Able to handle confidential matters with absolute discretion
  • Able to work in a fast-paced team with minimal supervision.
  • Proactive, with good decision-making capacity
  • Must be mature and reliable.

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