Investment Analyst

Location
Chicago, Illinois
Salary
Full time exempt with benefits
Posted
03 Jun 2021
Closes
03 Jul 2021
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Position Summary: 

 Founded in 1997, Gresham Partners, LLC is a $7 billion Chicago-based investment and wealth management firm serving a select group of ultra-high net-worth families across the country.  The firm is known for its independent thinking, investment approach, and performance results.  

   Gresham’s investment success is driven by sourcing and vetting less-traditional investment solutions across both public and private markets.  Gresham’s investment team is intentionally lean, providing great opportunity for the successful candidate to make a significant impact, but also requires independent motivation and a results-driven orientation. The Investment Analyst will concentrate on public market investment opportunities, including long-only, long/short, multi-strategy, and distressed strategies. The candidate will also contribute to the evaluation of private market investments, including venture capital, middle-market buyouts, and real assets. The analyst role will be based in Chicago.  

  Responsibilities 

  • Support the investment team in a variety of analytical needs, including the creation and improvement of analytical tools, and the sourcing and incorporation of data to improve investment insights and decision making  
  • Support manager due diligence and ongoing surveillance analysis 
  • Attend and participate in in-house manager meetings  
  • Assist in preparing, editing and organizing investment recommendations and support material for investment committee meetings  
  • Assist in preparing performance reports and analysis 
  • Contribute to the identification and evaluation of significant investment themes that influence client asset allocation decisions  
  • Contribute to research projects on different investment strategies, markets, and geographies  
  • Contribute to regular client investment updates, including Gresham’s Annual Outlook and periodic updates to clients  
  • Support client service and business development teams as needed  

Qualifications

  • Bachelor’s degree with a preference for finance and strong academic performance  
  • CFA candidate preferred 
  • Strong quantitative and analytical skills  
  • At least two years of previous financial industry experience  
  • Strong familiarity with, and interest in, investment concepts and financial markets and models  
  • Extensive experience in, and high proficiency with, Microsoft Office, particularly Excel  
  • Independent thinker, puzzler solver, and eager learner  
  • Self-motivated, proactive, and a willingness to work productively and nimbly as part of a small team  
  • Good interpersonal and communication skills with an ability to convey complex ideas and solutions  

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