Investment Analyst Jobs

NY-based Family Office is seeking anInvestment Analyst with prior Family Office experience to help evaluate and manage their client's portfolio.

Responsibilities Include:

• Acting as a key member of the Investment team in all aspects of the investment process
• Perform ad-hoc analysis and research
• Prepare quarterly portfolio and market reviews
• Conduct industry and market research to help identify and assess trends, including assistance in due diligence
• Maintain Salesforce database, including managers, funds, contacts and pipeline
• Attend investor meetings; write and maintain meeting notes.

Qualifications:

Background in investment management with a Family Office preferred

• Collegial, collaborative mindset
• Ability to work proactively and independently as a member of a small, flat, cohesive team with limited supervision
• 5-10 years' experience at a financial institution, valuation firm, endowment/foundation, family office or fund of funds
• Articulate and well-mannered
• Bachelor's degree in economics, accounting, finance, or related field preferred
• Highly analytical and self-motivated
• Outstanding attention to detail, with ability to perform and prioritize multiple tasks simultaneously while meeting or exceeding deadlines