Company Description

SMARTGEN WEALTH MANAGEMENT is an independent international multi-family office that assists high net worth individuals (HNWI) and ultra-high net worth individuals (UHNWI) and their families in wealth management, growth, and succession planning. Our team of internationally experienced and flexible professionals provides tailor-made creative solutions in various domains, including international banking, wealth strategic planning, exclusive investments, real estate, legal structuring, tax optimization, business relocation, lifestyle, and succession planning. We are committed to ensuring the security and well-being of our clients' families today and tomorrow.

Role Description

This is a full-time, on-site role for an Investment Analyst at SMARTGEN ISRAEL, located in Netanya. The Investment Analyst will conduct day-to-day tasks such as researching and analyzing financial data, creating financial models, managing investment portfolios, assessing market trends, and providing insights to support investment decisions. The role involves preparing detailed reports and presentations for clients and senior management.

Qualifications

• Strong Investments and Portfolio Management skills
• Excellent Analytical Skills and Finance knowledge
• Proficiency in Financial Modeling
• Excellent written and verbal communication skills
• Ability to work independently and within a team
• Bachelor's degree in Finance, Economics, or related field
• CFA or similar certification is a plus
• Experience in wealth management or related field is beneficial
• Russian and English is a must. Hebrew is a plus