Associate - Wealth Management

--Lebanon--

Title: Associate – Wealth Management


About us:

Broadgate is a global financial institution with a growing global footprint, engaged in M&A advisory, wealth management and venture capital; through its offices in Geneva, Beirut, Abu Dhabi and Kuala Lumpur, the Group has embarked on a global expansion plan aimed at leveraging its resources present in each country into one globally integrated platform, offering clients access to cross-border strategic opportunities and top-tier execution services.

We are currently seeking for an Associate - Wealth Management to be based out of our Beirut office in Lebanon.


the Associate will be performing the following duties:

    1- Investment Management:

    • Support the Portfolio Management team with various aspects of portfolio management including investment decisions, implementation, portfolio rebalancing, and daily monitoring of investment portfolios.
    • Analyse and select stocks across sectors for a concentrated portfolio of high conviction ideas.
    • Continuously monitor securities held within portfolios, to ensure investment thesis remains intact.
    • Financial modelling and participation in the improvement of tools for stock selection.
    • Perform financial DD on investment opportunities in private markets.
    • Provide details on investment opportunities, market commentary and stock updates the portfolio wealth management professionals.

    2- Reporting:

    • Preparing investment presentations, investment/advisory proposals and presenting such findings to clients/ management with respect to the above.
    • Help with client portfolio reviews, including portfolio analysis / implementation guidance, as well as provide details on performance attribution and commentary.

    3- Investment support:

    • Supporting the team head overall on various investment-related tasks.

    Reporting:

    • You will be functionally reporting to the Head of Quantitative & Investment Analysis – Mr. Bernard Renaud.

Qualifications: 

Minimum of 5 years of relevant industry experience - CFA is a plus

Cross- asset coverage, with focus on public and private equity