Investment Analyst (Private Markets & Manager Selection)

• Play a pivotal role within a close-knit, dynamic team|Work with the VP to offer investment insight & direction to family office
  
  
  

About Our Client

Our client is a family office in NYC. The family office will support the goals of the family through investments in the US market. This role is 5 days a week in office in midtown NYC.

Job Description

• Conduct in-depth research and analysis on private market investment opportunities, including private equity, private credit, venture capital, and real estate.
• Conduct in-depth research on various fund managers for potential asset allocation.
• Evaluate investment strategies, market trends, and competitive landscapes to identify attractive opportunities and potential risks.
• Perform financial modeling, valuation, and due diligence to assess the feasibility and potential returns of prospective investments.
• Prepare investment memos, presentations, and reports for internal stakeholders.
• Collaborate closely with investment professionals and senior leadership to support investment decision-making and portfolio management activities.
• Monitor and track portfolio performance, market developments, and regulatory changes affecting private markets.
  
  
  

The Successful Applicant

• Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree (e.g., MBA, CFA) preferred.
• 1-5+ year of experience in a family office or small investment firm setting with a focus on private markets or manager selection.
• Strong analytical skills with proficiency in financial modeling, valuation techniques, and investment analysis.
• Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and concisely.
• Detail-oriented with a demonstrated ability to manage multiple projects and prioritize tasks effectively.
• Team player with a proactive attitude, intellectual curiosity, and a passion for learning and growth.
• Proficiency in Microsoft Excel, PowerPoint, and other relevant financial analysis tools.
  
  

What's on Offer

Base salary + annual cash bonus

Contact: Lisa Leveille

Quote job ref: JN-042024-6385328