Investment Advisor at OBSIDIAN Capital Limited

About the Role

We're looking for an Investment Advisor / Investment Manager with strong financial expertise, creativity, and an entrepreneurial mindset to join our team.

Responsibilities

• Design and implement tailored investment strategies for clients
• Conduct financial analysis, valuations, and market research to identify opportunities
• Prepare and present investment proposals, pitch decks, and portfolio reviews
• Manage client relationships and grow assets under management
• Support transaction execution, including financial modeling and due diligence
• Monitor market trends and anticipate risks and opportunities
• Ensure compliance with regulatory standards

Required Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field (CFA/Master's is a plus)
• 4–7 years' experience in investment advisory, portfolio management, or investment banking

Required Skills and Competencies

• Strong analytical, modeling, and valuation skills
• Proficiency in financial modeling
• Excellent communication and presentation abilities
• Proficiency in MS PowerPoint, Excel, and Word
• Proficiency in macOS Keynote, Numbers, and Pages
• Strong research and analysis skills
• Ability to synthesize and present complex information simply
• Excellent English language skills (written and spoken)
• Strong network and relationship management skills
• Entrepreneurial, innovative, and client-focused mindset

Personal Attributes

• Result-oriented with ability to deliver on time, under pressure
• Diligent with excellent attention to detail
• Highly adaptable, able to deal with ambiguity and change
• Able to handle confidential matters with absolute discretion
• Able to work in a fast-paced team with minimal supervision
• Proactive with good decision-making capacity
• Mature and reliable