Financial Analyst
2 weeks ago
*About Logicon Capital*
Logicon Capital is a family office operating across multi-asset investments, strategic asset allocation, and long-term wealth stewardship. We manage a diversified portfolio spanning public markets, private equity, structured credit, and alternatives. We are now hiring a high-caliber Financial Analyst to work directly with the CEO on financial analysis, accounting support, and investment-related work.
*Role Summary*
This is a foundational role suited for a Chartered Accountant with strong analytical skills and early-stage CFA progress. You will handle core accounting tasks, financial reporting, portfolio support, and gradually deepen into investment analysis under direct mentorship.
This is *not* a routine accounting job — it is a stepping stone into a CIO-track environment for the right talent.
*Key Responsibilities*
*Accounting & Financial Control*
* Maintain books, reconciliations, journal entries, and financial statements
* Track capital calls, distributions, interest, amortization, and loan schedules
* Prepare quarterly portfolio performance files and NAV rolls
* Monitor cash flows, bank accounts, and liquidity planning
*Investment Support*
* Assist with due-diligence work, financial modelling, and preparing memos
* Extract, clean, and structure data from fund reports and statements
* Prepare benchmark comparisons, return calculations, and attribution summaries
* Support the CEO on ad-hoc analysis across public and private investments
*Reporting*
* Produce monthly dashboards
* Maintain organized documentation, working papers, investment files
* Coordinate with custodians, banks, fund managers, and auditors
*Skills & Qualifications*
*Required*
* Chartered Accountant (CA, CPA or equivalent)
* CFA Level I or Level II completed (Level III or CFA Charter is a strong advantage)
* 1–3 years of experience in accounting, audit, financial control, or a similar role
* Strong Excel / financial modelling capabilities
* High attention to detail and ability to manage structured data
* Strong English communication skills
*Preferred*
* Familiarity with investment concepts (IRR, NAV, portfolio returns)
* Experience in audit firms, financial advisory, or transaction services
* Interest in growing into investment analysis over time
*Why Join Logicon Capital?*
* Direct mentorship from the CEO on investment and portfolio management
* Exposure to multi-asset investing across global markets
* Clear growth path into an Investment Analyst / CIO-track role
* Opportunity to learn private equity, credit, hedge funds, and strategic allocation
* Entrepreneurial, high-trust environment
How to Apply*
Send your CV, transcripts, and a short cover note to:
*
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