Family Office - Investment Analyst

The Family Office Investment Analyst supports the management of a multi-asset portfolio, conducting in-depth financial analyses, due diligence, and market research to inform investment strategies. This role is responsible for evaluating prospective deals, monitoring ongoing investments, preparing reports for senior leadership, and assisting in portfolio construction and risk management. Collaboration with internal and external partners is essential to ensure aligned investment decisions and effective execution.

Key Responsibilities:

• Perform fundamental and quantitative analyses across various asset classes
• Conduct due diligence on new investment opportunities, including market and competitive research
• Monitor and report on performance of existing portfolio investments
• Prepare regular investment memos and presentations for senior stakeholders
• Assist with portfolio construction, risk assessments, and ongoing asset allocation decisions
• Foster relationships with external managers, service providers, and industry contacts

Qualifications:

• Bachelor’s degree in Finance, Economics, or a related field; CFA or progress toward CFA preferred
• Relevant M&A/Investment experience
• Strong analytical, research, and financial modeling skills
• Excellent written and verbal communication abilities
• Detail-oriented, self-motivated, and able to work collaboratively in a fast-paced environment