About the Role

As a financial analyst, you will deliver analyses and insights for portfolios across asset classes, supporting client investment and strategic planning, often for generational wealth and complex projects.

Responsibilities

Analyse and monitor portfolio performance, construct financial models

Present actionable investment recommendations

Support family education initiatives and due diligence

Work with leadership, legal and external partners

Maintain confidentiality and precision at all times

Candidate Profile

3+ years’ financial analysis, private banking, or investment experience

ACA/ACCA/CFA (qualified or part-qualified preferred)

Strong analytical and Excel skills

Exceptional written and verbal communication

High integrity and attention to detail

Diversity, Equity & Inclusion

Goleski Family is committed to providing equal opportunities for all applicants and fostering a workplace that is inclusive and respectful. We welcome applications from candidates of every background and provide adjustments for disability or individual needs throughout the recruitment process.

How to Apply

Please submit your CV and a brief covering letter by email. All applications will be reviewed confidentially. Only shortlisted candidates will be contacted.