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Analyst - Crossover Equity Investor

4 months ago


Miami, United States The Ladders Full time


As the crossover equity financial analyst, you will play a pivotal role in steering our public market and late-stage private market strategy. Reporting directly to the Head of Investments for the Family Office, you will leverage your expertise in the public markets to identify existing public companies and pre-IPO opportunities with a focus on the consumer / consumer tech sectors.

Job Description:
  • Building and maintaining detailed company models
  • Conducting industry and company-specific research - performing channel checks and diligence on specific stocks and industries as directed by the team
  • Attending conferences and industry events
  • Monitor portfolio holdings and market developments, providing timely updates and actionable insights to optimize investment decisions
  • Collaborate with team members to assess and execute crossover investment opportunities, including private investments in public equity (PIPEs), pre-IPO investments, and other alternative investments
  • Building relationships with the relevant sell side analysts, salespeople, and research associates
  • Ensuring the accuracy and quality of all of your recommendation materials
  • Supporting fundamental research into companies, industries, and sub-sectors
  • Reporting on topics such as general economic and industry-specific developments and trends
  • Assisting your team in innovating and creating unique investment strategies
Qualifications:
  • Superior analytical, quantitative, and technical skills
  • Strong academic background, preferably in finance or accounting
  • 3+ years of relevant experience in public equities, hedge fund, family office, investment banking
  • Highly organized with exceptional attention to detail
  • High character & strong representation of the Family Office brand in offsite meetings / conferences
  • Strong judgement and decision-making skills
  • Ability to manage and effectively present information
  • Strong business writing and communication skills
  • Bachelor's degree from top tier institution