Investment Analyst - Wealth Management

--Lebanon--

Title: Investment Analyst – 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 Investment Analyst - Wealth Management to be based out of our Beirut office in Lebanon.


the Analyst will be performing the following duties:

    1- Investment Management:

      • Identify opportunities in the financial markets: research industries, themes, and companies, and produce quality analysis supporting investment cases.
      • 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: create detailed financial models, to highlight relevant metrics used in the investment team decision making process.
      • Support the wealth team with various aspects of asset management including investment decisions, implementation, portfolio rebalancing, and daily monitoring of investment portfolios.
      • Sift and implement innovative ideas coming from the technical literature that could generate superior absolute performance, within the risk limits set by the IC.

    2- Reporting:

    Preparing investment presentations, investment/advisory proposals and presenting such findings to clients/management with respect to the above.

    3- Investment support:

    Supporting the team head on various investment-related tasks.   

    4- Reporting:

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

Qualifications: 

  • Economics, Banking and Finance degree or equivalent financial qualifications
  • Written and oral communications skills.
  • Confident, motivated and able to adapt to a rapidly changing environment.
  • Excellent language skills in English (oral and written) – French is an added benefit.
  • Good command of Microsoft Office.