Posted - 29 Aug 2019

Location - PARIS, FRANCE




A new and exciting opportunity has arisen for a well-established Family Office based in Paris who are committed to help build a resilient and sustainable economy.


The Role:

Research and financial analysis for a portfolio of sustainable investments

Identify and catalogue investment opportunities

  • Catalogue investment ideas
  • Research and document new investment opportunities


Contribute to the thinking around asset management

  • Analyse the financial and economic context and contribute to the thinking on asset allocation
  • Assess investment targets (quoted and non-quoted, funds and direct) and produce due diligence reports
  • Co-ordinate and monitor the production of due diligence reports by third parties
  • Build and maintain a historical database of investment opportunities


Monitor investments

  • Meet managers of invested assets (funds, companies, etc.)
  • Monitor performance of assets
  • Structure, formalise and communicate financial reports


Follow investment operations

  • Respect the investment process
  • Follow and co-ordinate the work of third-party providers
  • Provide historical monitoring of investments and transactions


Oversee the finances and accounts for the portfolio holding entity

  • Prepare all budgets and organise / monitor their implementation
  • Monitor accounts, cash flows and fiscal matters


The successful candidate will;

  • Have a minimum of 5 years in financial and economic analysis within a portfolio context
  • Have excellent written and spoken English, German is a plus
  • Command of office software, particularly worksheet and database applications
  • Manage workflow peaks and various solicitations (and be able d’en mesurer l’urgence)
  • Prioritise information and be able to anticipate things
  • Be independent, while being able to manage others and work in a team


If you would like to apply to the role, please send your CV to Salma Badul at


REF: AGR2576

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