Role Overview

We are seeking to appoint a Senior Research Analyst to join our Family Office investment team. The role is focused on fundamental equity research, investment due diligence, portfolio support, and capital allocation analysis across listed equities and select special situations.

This is a senior, buy-side research role designed for professionals with a long-term investment orientation, strong analytical depth, and an owner’s mindset. The position involves close interaction with decision-makers and contributes directly to capital deployment, risk management, and portfolio construction decisions.

Key Responsibilities

Investment Research & Due Diligence

• Conduct comprehensive fundamental research on listed companies, primarily across mid- and small-cap equities
• Build and maintain robust financial models, including three-statement models, valuation frameworks (DCF, relative valuation), and scenario analysis
• Assess business quality, industry structure, competitive positioning, management capability, and capital allocation discipline
• Analyse sectoral trends, demand drivers, cost structures, regulatory environments, and competitive dynamics
• Prepare high-quality investment memoranda articulating thesis, valuation, risk factors, downside analysis, and expected returns

Portfolio Monitoring & Investment Support

• Monitor portfolio holdings for financial performance, strategic developments, and fundamental changes
• Identify thesis validation or deterioration, emerging risks, and inflection points
• Provide analytical support for buy, add, reduce, and exit decisions
• Maintain structured research documentation, valuation history, and decision rationale

Capital Allocation & Risk Assessment

• Support position sizing, conviction assessment, and portfolio concentration decisions
• Evaluate risk–reward asymmetry, downside protection, and drawdown scenarios
• Conduct post-investment performance and outcome analysis
• Assist in monitoring portfolio-level exposure, sector concentration, and correlation risks

Thematic & Special Situation Analysis

• Identify and analyse long-term structural investment themes
• Evaluate special situations including capex cycles, restructurings, demergers, and event-driven opportunities
• Support assessment of pre-IPO, unlisted, or structured investment opportunities, where relevant

Candidate Profile

Mandatory Qualifications

• CFA Charterholder (mandatory)
• 6–12 years of relevant experience in:
• Buy-side roles (Family Office, PMS, AIF, proprietary investing), or
• Institutional-quality sell-side research with demonstrable stock-picking and valuation expertise

Technical & Analytical Expertise

• Strong proficiency in financial modelling, valuation, and financial statement analysis
• Deep understanding of:
• Return on capital and free cash flow dynamics
• Balance-sheet strength, leverage, and liquidity risk
• Business cyclicality and operating leverage
• Ability to evaluate investments using probability-weighted and downside-focused frameworks

Systems & Data Platforms

• Hands-on experience with institutional research platforms, including:
• Bloomberg
• FactSet or equivalent institutional databases
• Ability to source, analyse, and synthesise large datasets efficiently to support investment decisions

Professional Attributes

• Owner-oriented mindset with strong accountability and intellectual rigour
• High standards of integrity, confidentiality, and discretion, essential in a family office environment
• Independent thinker with the ability to challenge assumptions and consensus views
• Clear, structured communicator capable of presenting complex analysis succinctly to senior stakeholders
• Long-term orientation with a strong emphasis on capital preservation and risk management