Investment Analyst
Job Summary
The Investment Analyst will support post-investment monitoring and research across private equity and cryptocurrency sectors. The role involves preparing reports, conducting industry analysis, and building financial models to support investment decisions. Additionally, the analyst will assist with operational tasks and gain exposure to public equity research over time.
Responsibilities
- Monitor portfolio company performance and financial data
- Conduct industry research and competitive landscape analysis
- Build financial models and prepare investment memos
- Support documentation, payments, and team operations
Required Skills
- Degree in Finance, Accounting, or related field
- 0–3 years of experience in research or buy-side
- Proficiency in Excel and PowerPoint
- Knowledge of crypto or blockchain
- Strong analytical and problem-solving abilities
Job Details
Responsibilities:
1. Post-Investment Management
- Monitor and consolidate operational and financial data of portfolio companies and funds.
- Collect, track, and organize relevant publicly available information (e.g. filings, press releases, industry news) related to portfolio companies, funds, and markets.
- Prepare regular post-investment reports and updates for internal stakeholders.
- Maintain ongoing communication with portfolio companies and fund managers to ensure accurate information flow.
2. Research & Analysis
- Conduct industry and company research in private markets and crypto sectors, including competitive landscapes and emerging opportunities.
- Assist in evaluating investment opportunities, building financial models, and preparing investment memos.
- Gradually expand into public equity research, focusing on fundamentals-driven analysis of listed companies and long-term industry trends.
3. Operations & Team Support
- Assist with investment-related documentation, payment processes, and contract management.
- Prepare meeting notes, maintain records, and support internal systems.
- Contribute to ad hoc projects to ensure efficient team operations.
Qualifications:
- Bachelor’s degree or above, preferably in Finance, Accounting, Economics, Business, or related fields.
- 0–3 years of relevant work experience, preferably in research or buy-side investing.
- Familiarity with crypto, blockchain, or emerging technologies would be a plus.
- Solid foundation in accounting, finance, and data analysis; proficient in Excel and PowerPoint.
- Genuine passion for investing, with strong intellectual curiosity to learn across asset classes, self-motivation, and ownership.
- Strong analytical and problem-solving skills, with the ability to connect data to real business insights.
- Detail-oriented, responsible, and reliable; able to deliver high-quality work under guidance.