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.
