Protfolio manager

We are looking for a Portfolio Manager to join our team!

Responsibilities:

-     Conduct financial and commercial due diligence and assist with legal due diligence activities. 

-     Assume responsibility for annual strategy planning and execution, including allocation of funds, establishment of investment thesis, and development plan for AUM growth.

-     Manage a multi-asset portfolio, including real estate, venture, public securities, bonds, direct private equity investments, funds, etc.

-     Supervise and coordinate legal and tax structuring processes, including oversight of outsourced legal and tax advisors, alongside firm's CFO.

-     Provide assistance to underlying companies with M&A and corporate finance activities, as well as operational, commercial, and marketing matters.

-     Develop and implement investment strategies.

-     Establish and maintain relationships with partners, investment bankers, brokers, managers, lawyers, financial advisors, and other "deal makers" both in Israel and abroad.

-     Research and analyze financial markets and investment opportunities.

-     Assess and manage risk. 

Requirements:

- CPA 

- 4-7 years of experience in investment activities 

- Business proficiency in both English and Hebrew

- Excellent communication skills 

- Problem-solving skills and ability to work under pressure 

- Good interpersonal skills and excellent team player

- Very strong Microsoft Excel skills

To learn more about this opportunity, please submit your resume to the following Email: [email protected]