- Provide analytical support and ongoing monitoring to aid key decision making
- Assist with the preparation of various MIS reports
- Investment/Portfolio performance measurement, monitoring, and reporting
- Financial modeling, Financial planning, and analysis
- Cash flow forecasting and planning - help manage liquidity for the family - cash flow management, planning and forecast cash needs etc.
- Assist with the preparation of short and long-term financial plans
- Information aggregation and reporting: overview of the Family’s consolidated net asset position: model future asset growth scenarios and run sensitivities
- Evaluate investment opportunities: due diligence, investment appraisal, valuation
- Advise on deal structuring/funding
- Prepare investment memos/ present to senior management
- Report on operational (marine and aviation) KPI’s

- Bachelor’s degree in Accounting or Finance. CPA/ CFA preferred.
- 4 - 8 years of experience in a similar position
- Strong problem solving and analytical abilities
- Strong financial modeling and MS Excel skills
- Excellent written and verbal communication skills
- Intellectual curiosity, creative thinking, and a commercial outlook
- Strong written and verbal communication skills
- Strong interpersonal skills/ Team player
- Proven ability to interact effectively with Senior Management

- CFA/ MBA certification
- Investment Analysis, Corporate Finance, Big 4 Advisory or Banking Experience
- Proficient user of data analytics platforms e.g. Bloomberg, Eikon Reuters
- Knowledge of VBA (macros)