Investment Portfolio Analyst
1 month ago
Mason Blake is seeking a skilled Investment Portfolio Analyst to join our team. As a key member of our investment office, you will be responsible for providing detailed reporting on specific investments and portfolios, including preparation of summary reports used for board and investment committee level.
Key Responsibilities:
- Develop and maintain accurate and comprehensive investment reports, including financial analysis and performance metrics.
- Collaborate with investment teams to ensure data integrity and quality across all investment processes.
- Conduct regular analysis and monitoring of existing investments in public equity portfolios.
- Research and model new direct equity investment opportunities, leveraging Excel and Bloomberg tools.
- Produce high-quality investment commentary and reports to support analysis and models.
- Perform ad-hoc modeling and analysis for investments in private markets.
Requirements:
- 2-5 years of experience in an analytical role, preferably within a finance or investment environment.
- Strong interest in financial and investment markets.
- Advanced Excel skills, including experience building financial models.
- Currently studying for, or have interest in, a relevant financial professional qualification.
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