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Family Office
2 months ago
Position: Associate or Senior Associate, Single Family Office
Position Summary
The Associate/Senior Associate will be an integral member of the investment team, with broad and deep involvement across all aspects of the investment process. The principal elements of the job are:
- Investment Activities: In coordination with the investment team, support the process of selecting, monitoring and managing investment managers and/or direct investments across both private and public asset classes. Perform complex quantitative analyses. Draft investment memos. Bring analytical skills, technical know-how and creativity together for reporting & analytics.
- Operational Activities: Perform work that is critical to ensuring smooth investment operations.
- Ad Hoc Work: Support members of the team in a variety of ways as needs arise, providing a broad view of the running of a family office.
Qualifications and Skills
- 5-8 years of relevant experience
- MBA and/or CFA preferred
- Outstanding Excel, Bloomberg & analytical skills
Qualities Required
- Discreet, mature, honest and reliable with a high degree of professionalism and integrity
- Passionate about investing
- Capable of operating with high levels of confidentiality
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