Investment Analyst - Family Office

Investment Analyst Family Office - involved in all aspects of managing a family office investment portfolio

Firm Overview: We are a single-family office managing the investment portfolio for a successful principal, the former Chairman of an S&P 500 company. As a boutique buy-side investment firm, we specialize in investment research and due diligence to optimize portfolio performance and ensure long-term wealth preservation.

Role: This is a 2 to 3-year full-time position with role designed for candidates, with a passion for investing, looking to start or advance a career in investment management and research, ideally suited looking to get buyside investing experience before pursuing an MBA in business school.

Job Responsibilities

• Conduct in-depth investment research and due diligence to support investment decision making Performing fundamental analysis on current and potential investments - primarily public equities - responsibilities will include business and industry analysis, financial statement analysis and modeling, tracking existing investments and news flow, data gathering, and valuation
• Prepare and update detailed research notes and analysis, financial models, investment memos and presentations
• Monitoring portfolio performance, preparing internal accounting and reporting on family office investment portfolio
• One-off Projects – likelihood of one-off opportunities that arise that may require getting involved in any or all aspects of workflows

Qualifications

• 1-2 years of work experience in a job requiring strong analytical and accounting skills (Big 4 Accounting/CPA a plus)

• Interest and familiarity with equity investing and business analysis – strong preference to candidates who have demonstrated progress towards a CFA

• High GPA from a well-respected University

• Track record of strong analytical skills and attention to detail

• Honest, hardworking and ambitious Strong interest and ability to learn new things and intellectual curiosity

• Highly proficient in Excel and PowerPoint

Applying

• Resume

• Cover letter laying out their background and investing interests and why they think they would be the best fit for the position