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Analyst, Castle Rock
2 months ago
Castle Rock Advisors
Analyst, Investment Advisory Services (IAS)
Job Description
Castle Rock Advisors provides comprehensive family office services, including estate, tax, cash flow and investment advisory services to the former and existing partners of Berkshire Partners. Analysts at Castle Rock Advisors are critical members of the team and are involved in all aspects of the investment process including asset allocation, manager sourcing and selection, direct security analysis and trading, co-investments, and client portfolio management. Analysts will have a focus on due diligence for new investments, investment performance and analytics, investment execution, manager coverage and monitoring, and collateral production for the Investment Committee and clients. The investment mandate includes all asset classes, including fixed income, public equities, hedge funds, credit, real assets, private equity and venture capital across all geographies.
Required Background and Experience
A qualified candidate will have 1-3 years of professional experience including investment banking, consulting, accounting or investing. A strong academic track record and demonstrated interest in investing is required. Berkshire expects all team members to demonstrate strong financial analytic and quantitative skills, solid project management, and an ability to communicate clearly and effectively.
Personal Characteristics
It is essential that the candidate has excellent interpersonal and leadership skills and be intellectually curious and mature. This individual must be a team player who embodies the Berkshire philosophy of consensus-driven decision-making across all aspects of the firm’s investment and management activities. The Analyst should demonstrate unquestioned integrity, be intellectually honest, and strive for excellence. Finally, the Analyst should embody Castle Rock’s commitment to client service.
Primary Responsibilities include:
• 25% - Diligence on new managers, including fund, special purpose vehicles and co-investments. Evaluation of passive and direct purchases as alternatives to gain desired exposures.
• 25% - Actively monitoring and covering existing managers and investment positions.
• 25% - Preparing Investment Committee and client reports to communicate findings to key constituents.
• 25% - Asset allocation modeling and trading/execution for client portfolios.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
While performing the duties of this job, the employee is required to remain stationary, often for prolonged periods. This position constantly operates a computer and other office productivity equipment, such as a calculator and printer. Requires the ability to read off a computer screen as well as printed materials, and to communicate information clearly. There is a low level of grasping, lifting, pushing, and/or pulling of objects of less than 50 lbs, and a moderate amount of bending and reaching for some job duties. The office environment has ambient room temperatures, lighting, and traditional office equipment.
About Berkshire Partners and Castle Rock Advisors
Berkshire Partners is a multi-sector specialist investor in private and public equity. The firm’s private equity team invests in well-positioned, growing companies across technology & communications, consumer, healthcare, and services & industrials. Since inception, Berkshire Partners has made more than 150 private equity investments and has a strong history of collaborating with management teams to grow the companies in which it invests. The firm's public equity group, Stockbridge, founded in 2007, manages a concentrated portfolio seeking attractive long-term investments. The firm’s Stockbridge and Private Equity teams frequently collaborate and leverage their collective industry expertise across sectors. For additional information, visit
Castle Rock Advisors provides comprehensive family office services, including estate, tax, cash flow and investment advisory services to the former and existing partners of Berkshire Partners.
Berkshire Partners LLC is committed to providing equal opportunities in employment, and with regard to all individuals with whom we are in contact. It is our policy to prohibit discrimination and harassment of any type, and to treat all individuals equally without regard to an individual’s racial identity, skin color, religious creed, national origin, ancestry, citizenship, sex (including pregnancy), gender (including gender identity, gender expression, and gender nonconformity), age, sexual orientation, marital status, physical or mental disability, genetic information, military or veteran status, or any other category protected by applicable federal, state, or local law (collectively, “identity”).
