Investment Specialist
Pubblicato il 03-10-2026 - JobLeads in Milano
For our client, single family office of a primary italian family, we are looking for:
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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
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- 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
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- 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 c