Investment Analyst

INVESTMENT ANALYST – FAMILY OFFICE

PAYMENTS & FINTECH - DUBLIN BASED.

Working directly for the family office, the role of Investment Analyst to the CEO (Colm Lyon) has broad accountability with involvement in many areas of investment (early stage & funds), private banking and payments/fintech businesses.

Via the family office primary investment vehicle Payvation Limited, the role of the Investment Analyst involves working in the following areas:

• Strategy – assisting with the development and presentation of strategy papers and senior management/board level engagement for the family office and its assets – including, Fire – a payment services business.

• Portfolio Management – managing the asset allocation of the investment portfolio and providing regular updates/analysis on performance of current investments across all funds and holdings.

• Engagement – build and maintain relationships with relevant stakeholders (including current and potential investments). Regularly meet with stakeholders securing updates and providing feedback and recommendations to the CEO.

• Representation – represent the firm as an investor and if necessary taking board positions in portfolio businesses.

• Investment Process – leading at all stages of the investment process including financial modelling, commercial insights, scenario analysis, due diligence and investment closing.  

• Managing Providers - liaising with accountants, tax & legal advisors on an ongoing basis to ensure sound financial reporting and governance.

The role is based in Dublin and operates as three days a week in the office and two days remote. It is a hands-on role requiring a self-sufficient capable candidate, who is expected to have strong business acumen, keen interest in -investing and an appreciation of early-stage businesses.

You should have the following:

• 3-5 years’ experience in an investment analysis or portfolio management role.

• Excellent financial, analytical and quantitative skills.

• Track record of excellent academic achievement.

• Demonstrable interest or understanding of investments and financial markets.

• Strong attention to detail.

• Excellent interpersonal, communication and organisational skills.

It’d be great if you have:

• Relevant Masters or Professional qualification in Business/Finance/Investments.

• Strong commercial awareness and negotiation ability.

• Ability to manage multiple tasks simultaneously to tight deadlines.

• High level of competence with tech applications.

Payvation Limited