For our client, single family office of a primary italian family, we are looking for:
INVESTMENT SPECIALIST
They will be directly involved in evaluation, underwriting and execution of investments in Private Markets (mainly Real Estate and Private Equity) and Public Markets (equity, fixed income & structured products). They will work directly with Real Estate and Private & Public Markets head of.
Responsibilities
- Support the evaluation and execution of Real Estate, Private Equity and Capital Markets investments by assisting senior investment professionals in underwriting, due diligence and financial analysis;
- Support transaction execution and coordination across multiple investment vehicles and counterparties;
- Manage relationships with external service providers, including legal advisors, tax advisors, fund administrators, banks and other counterparties involved in investment structures and transactions;
- Monitor investment vehicles and portfolio companies, preparing investment materials, performance analyses, cash flow monitoring and reporting for senior management;
- Contribute to the continuous improvement of investment and operational processes, helping to streamline workflows and enhance the efficiency of transaction execution across multiple asset classes.
Your Profile
- 3–5 years of experience gained within buy-side investment platforms, Private Equity, Family Offices, Alternative Investment Managers or Investment Advisory environments;
- Solid financial analysis and underwriting skills, with the ability to review business plans, perform due diligence activities and support investment decision-making across multiple asset classes;
- Understanding of investment structures, funds, SPVs and transaction execution processes, ideally with exposure to the Luxembourg financial ecosystem;
- Strong coordination and project management capabilities, with experience interacting with external stakeholders such as legal advisors, tax consultants, fund administrators, lenders and service providers;
- Entrepreneurial mindset, intellectual curiosity and flexibility, with the ability to operate effectively in a fast-paced and non-hierarchical environment while managing multiple priorities simultaneously.
Compensation package: €60,000 - €80,000 fixed salary + annual premio of up to 60% of base salary.
“Candidates, in compliance with Legislative Decree 198/2006, 215/2003 and 216/2003, are invited to read the privacy notice available below the data request form on the application page (EU Regulation No. 2016/679).
The job offer is open to candidates of all genders, in compliance with Legislative Decree 198/2006 and current regulations on equal opportunities. The company promotes an inclusive work environment and ensures equal opportunities for all individuals, regardless of gender, age, origin, sexual orientation or disability.”
📌 Investment Specialist (Milano)
🏢 LHH
📍 Milano