Our client is a prestigious single-family office looking for an investment analyst to join their team. The Investment Analyst is a two-year role supporting the Director, Public Markets in activities related to the portfolios managed at the Family Office. He/she will gain exposure across asset classes, but the role will have a particular focus on Public Equity, Hedge Funds, Credit, and Fixed Income. This position offers a unique opportunity to be part of an entrepreneurial culture on a small team with a very large fiduciary responsibility.
Primary Responsibilities:
· Work closely with the Director, Public Markets on strategy creation, researching new investment areas, manager research, due diligence, and monitoring.
· Attend meetings with new and existing managers and take notes in calls/meetings attended.
· Take part in industry events.
· Assist in public security quarterly and annual portfolio monitoring. This includes providing qualitative analysis of the data and liaising with the operations team to validate accuracy, formatting, etc.
· Create models to monitor asset classes.
· Assist in creating Investment Committee materials and participate in meetings.
· Maintain records of manager interactions.
· Support Chief Investment Officer as needed in preparing presentations on various aspects of the portfolios, reconciling data, and ensuring the accuracy of all information presented.
· Participate in ad hoc projects as needed.
Qualifications and Experience:
· Bachelor’s degree required.
· 0-1 years of direct institutional investment work experience (e.g. in investment management, strategic consulting, investment banking, or other relevant fields).
· Well-developed analytical and quantitative skills.
· Strong Excel, writing, communication, and presentation skills.
· Able to take in data and synthesize quantitative and qualitative conclusions.
· Interest in financial markets and investing.
Requirements:
· Exceptional integrity, judgment, and work ethic.
· Humble and self-aware.
· Ability to work independently and think critically with strong attention to detail.
· Ability to set goals, prioritize tasks, and manage simultaneous projects.
· Bring a strong commitment to excellence and a sense of ownership to work product.
· Highly collaborative and comfortable working in a small team environment with an entrepreneurial culture.
· Adaptable to change with a desire to strive for continuous improvement.
· Strong desire to support the work of a mission-driven organization.
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