Gravity Private Wealth is a boutique investment advisory firm for entrepreneurs, ultra-high net worth families, and institutions. We are fully independent and privately-owned and provide a forward-looking and solutions-driven approach to wealth management. With presence in 4 countries (UK, Israel, Greece, Cyprus), we work closely with top-tier banking and investment partners to provide holistic solutions to a wide range of clients.

As part of our Investment Strategy function, you will be responsible for:

Transmission and execution of client orders in a timely and efficient manner across multiple markets and banking platforms.
Implementation of strategy decisions and vehicle selection across public and private markets.
Due diligence and monitoring of private investments.
Continuous monitoring of portfolios and broader investment environment and tactical portfolio recommendations/decisions.
Oversight of portfolio dataflows into the internal portfolio management/reporting platform.
Production of regular investment reports, outlooks and other material.

Skills & experience we are looking for:

A bachelor’s degree, preferably related to finance, economics, engineering or mathematics. A relevant master’s degree would be appreciated, but not required.
2+ years of relevant work experience in a banking, wealth management or other similar function. Specific order execution experience is required across stocks, bonds, ETFs and mutual funds.
Sound understanding of investments across asset classes. Familiarity with private market concepts and structures would be appreciated.
Accuracy and meticulous attention to detail.
Relevant qualifications (CFA, IMC, regulatory licenses) are highly valued.
Risk management and control experience preferably gained in a financial markets-facing environment.
Adaptability and a growth mindset, with the ability to take ownership of tasks in a dynamic, small-team setting.
Excellent verbal and written communication skills, and comfort presenting to senior internal and external stakeholders.
Being technically minded with excellent PC skills (Word, Excel, PowerPoint), and comfort with handling large datasets.

Compensation:

Salary: Competitive salary, commensurate with experience.

Bonuses: Performance-based bonus.

Career Growth: Opportunities for advancement within the firm, based on performance and contribution to the team's success.

Gravity Private Wealth

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