- Location: London
- Employment type: Full-time, permanent
- Reporting to: Investment Team
Jatoba Capital is seeking an Investment Analyst to support the investment team in the oversight and analysis of portfolios held on behalf of the families we serve.
The role will involve investment research, portfolio monitoring, preparation of reports and materials for internal review, and coordination with custodians, investment managers, administrators, and other professional advisers. The successful candidate will be expected to work accurately, manage competing priorities, and present analysis clearly and concisely.
Responsibilities
- Conduct research across public and private markets, investment managers, sectors, and individual opportunities
- Prepare financial analysis, valuation work, due-diligence materials, and investment memoranda
- Support the monitoring of portfolio performance, asset allocation, liquidity, risk, capital commitments, and distributions
- Prepare regular reporting and presentation materials for investment and family governance meetings
- Maintain investment records, data quality, and supporting documentation
- Assist with the implementation and documentation of investment decisions
- Liaise with external managers, custodians, administrators, banks, and professional advisers
- Support the ongoing development of investment reporting and internal processes
Requirements
- Experience in investment analysis, asset management, private markets, investment banking, private equity, or a comparable environment
- Strong financial modelling, analytical, and research skills
- Sound understanding of portfolio construction, valuation, and investment risk
- Advanced Excel skills; experience with portfolio reporting or data-analysis tools would be useful
- Clear and concise written communication
- High standards of organisation and confidentiality
- Ability to work independently while contributing effectively within a small team
- Professional qualification, or progress towards CFA, CAIA, ACA, or an equivalent qualification, is desirable