Investment Analyst

2 weeks ago


West Palm Beach, Florida, United States The Johnson Company Full time

Position Summary

Established single family office is seeking a highly skilled and passionate Investment Analyst to join our dynamic investment team. The ideal candidate will have 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance. The individual will be responsible for analyzing external investment managers, evaluating new investment opportunities, and conducting in-depth market research to support investment decision-making across public and private markets. Additionally, the analyst will contribute to the firm's sports investing research and analysis. The position reports to the Chief Investment Officer and will be located in West Palm Beach, Florida.

Key Responsibilities

  • Conduct in-depth financial and strategic analysis of potential investment opportunities across public and private equity markets, and assist in research and analysis of sports-related opportunities
  • Monitor the performance of existing investments, providing regular updates and insights on exposures, risks, and opportunities for value creation
  • Perform market research to understand industry trends, investment opportunities, competitive dynamics, and regulatory frameworks
  • Assist in developing investment strategies and asset allocation recommendations
  • Conduct other ad hoc analysis and research and complete investment projects
  • Work closely with senior leadership, providing data-driven insights to support decision-making and communicating findings and recommendations effectively
  • Prepare and present investment memos and other materials to the Investment Committee
  • Liaise with external partners to enhance deal flow and industry knowledge

Qualifications and Skills

  • 3-5 years of experience in investment analysis, private equity, asset management, or corporate finance
  • Bachelor's degree required. MBA or CFA a plus
  • Strong analytical skills with experience in financial markets, portfolio strategy, and investment manager evaluation
  • Enthusiastic about working on a small, nimble team and collaboratively sharing knowledge, participating in discussions, and providing support to colleagues
  • Ability to thrive in a dynamic environment, managing multiple priorities and deadlines effectively
  • Excellent interpersonal and communication (oral and written) skills, and ability to interact with investment managers and investment committees presenting complex ideas clearly and persuasively
  • Highly organized and able to multi-task independently with strong attention to detail
  • Uncompromising ethics and integrity

Base compensation for this role is expected to be approximately $150,000-$175,000. In addition to base salary, you will also be eligible for an annual discretionary performance bonus.

This position will be based in West Palm Beach, FL and will be 100% in-office. 

Send cover letters and resumes to applications@tjcny.com.


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