Investment Professional – Multiple Positions

About the role

We are seeking experienced Investment Professionals to execute complex, high‑value trades across multiple asset classes for ultra‑high net‑worth and institutional clients. You will monitor market liquidity, develop trading strategies, and provide economic insights to internal teams and clients.

Key responsibilities

• Execute large‑notional trades in equities, fixed income, rates, and foreign currency.
• Monitor market liquidity dynamics and price trades.
• Research and communicate global economic and market trends.
• Create regulatory reporting templates and ensure compliance.
• Advise clients on investment and risk‑management strategies.
• Maintain and grow client relationships, identifying new business opportunities.
• Lead cross‑functional projects to improve workflows and client experience.
• Conduct client meetings and events with private‑equity and venture‑capital contacts.
• Train team members on trading, regulatory processes, and market dynamics.

Required profile

• Bachelor’s degree in Economics, Mathematics, Statistics, Finance or a related field.
• Minimum 3 years of experience in investment trading, analysis, or related roles.
• Proven ability to manage risk, compliance, and client expectations.

Required skills

• Proficiency in Visual Basic for Applications (VBA) for automation and custom financial models.
• Advanced Excel skills for data analysis and reporting.
• Experience with Microsoft Access for data management.