Investment Analyst

Solana Beach, California
Base Salary + Annual Performance Bonus + Generous Paid Time Off
02 May 2022
30 Jun 2022
Industry Sector
Asset Management
Passed CFA Level I
Employment Type
Full Time

Recently launched investment firm focused on investing across the food, water, and energy sectors through a lens of sustainably seeks an investment analyst to join their team.  While the firm is recently launched, the firm’s principals have a long track record of investing capital across global public and private markets through various investment strategies and vehicles.   The Firm selectively deploys capital as a long term, patient investor through a partnership approach to create value in targeted assets and companies across both the private and public markets.  The Firm currently manages two public market funds and one private markets investment vehicle with a second private markets vehicle launching shortly.  


The team is looking to add depth to its research capacity and assist with industry sector analysis, company research reports, company models, deal flow tracking and presentations that will help the Firm’s Investment Committee make informed decisions within its investment process framework.  The role will be generalist in nature and would also include investment operational support responsibilities.



  • BA/BS degree required; Passed Level I of the CFA program, or willingness to participate in the program upon hire 1 to 3 years of relevant work experience, preference for knowledge of or experience with the food, water, or energy sectors Exposure or interest in investing across global markets, private equity, public equity and ESG orientated investments Excellent analytical, writing, verbal, and interpersonal skills Working knowledge of Bloomberg, Pitchbook, Microsoft Excel, Microsoft Word and Microsoft PowerPoint Working knowledge of investment management software systems, a plus Other language proficiency a plus

Personal Attributes Sought:

  • Positive attitude, team player with strong work ethic, high integrity, and a desire to work in a small/entrepreneurial environment Intellectual curiosity and a passion for investing, specifically sustainable/ESG orientated investing


The firm offers a competitive compensation package including Base Salary, Annual Performance Based Bonus and generous paid time off including Market related Holidays.


Position is located in Solana Beach, CA...local candidates desired, this position will not offer re-location; we are a small team and in office presence is important as we grow; proof of full COVID vaccination required prior to start date.


Please submit a cover letter and updated resume to


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