Prominent, Ultra High Net Worth family office is seeking an Investment Analyst to assist with all aspects of the investment and portfolio management process, working closely with the Managing Director of Investments.
Responsibilities Include:
- Track key market and economic indicators and assist in evaluating top down investment/macro trends.
- Produce exposure, risk and performance analytics on existing investments across asset classes and on various investment portfolios.
- Assist with qualitative and quantitative aspects of due diligence/monitoring of prospective and existing investments.
- Assist in preparing reports and investments memos for family members, advisors and fiduciaries.
- Responsible for maintaining the investments research database.
- Oversee day-to-day operational tasks by collaborating with legal, finance, accounting and tax teams.
Qualifications
- Bachelor’s degree in business or finance is preferred.
- Three to five years of professional experience in asset management, banking or comparable work environment.
- Strong analytical skills – both quantitative and qualitative.
- Highly proficient with Microsoft Office
This is a hybrid role, 3 days per week in office in midtown Manhattan
Salary up to 150k base DOE plus bonus potential and excellent benefits
