Investment Analyst

2 weeks ago

New York, United States Dalio Family Office Full time

**Investment Analyst - Private Markets - Manager Selection**

**Dalio Family Office**

**Dalio Family Office Overview**:
The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with satellite offices in New York City, Singapore, and Abu Dhabi.

**Investment Pillar Overview**:
The Investment Pillar of the DFO is responsible for the management of the investment portfolios for the various entities associated with the Dalio Enterprise.

**Position Summary**:
**Responsibilities include, but are not limited to**:

- **Overall**: Assist in the evaluation, selection, and monitoring of Private Markets investment managers. This includes supporting all aspects of the investment due diligence and monitoring process, including documenting meetings with existing and prospective managers, obtaining and maintaining all necessary data, assisting in the quantitative and qualitative assessment of investments, and monitoring the progress of existing exposures.
- **Proactive Research**:Create and maintain reports to track prospective investments and areas of opportunity. This includes ongoing pipeline management; analysis of managers, companies, and investment themes; putting together market maps when applicable; and comparing the attractiveness of opportunities within and across private sub-categories.
- **Investment Due Diligence**:Support the manager due diligence process by liaising with managers to collect necessary information, performing targeted analyses, participating in due diligence meetings and reference calls, and recording and summarizing the takeaways from these activities.
- **Investment Recommendation**: Assist in producing materials supporting the investment recommendation process, including investment memos, presentations, and evaluation/scoring of investment criteria.
- **Portfolio Monitoring**: Create and maintain models to project investment exposures, outcomes, and liquidity. Analyze portfolio exposures, leveraging third-party software as needed.
- **Reporting**: Assist in the preparation of reporting materials for key DFO stakeholders.
- **Process Improvements**: Assist in driving quality and process improvements for data analysis, management, and integrity.
- **Strategic Projects**: Assist in executing special project requests on an as-needed basis.
- At least 1 year of finance or business experience.
- Strong analytical and quantitative capabilities.
- Intellectual curiosity and critical reasoning skills.
- Highly motivated self-starter. Desire to "roll up his/her sleeves" to get the job done, and to learn.
- Resourcefulness in thinking "outside the box" and finding ways to obtain information when needed.
- Superior written and verbal communication skills.
- Attention to detail, ability to juggle multiple tasks and respond to changing priorities.
- High ethical and professional standards.
- Ability to function well as a member of a small team. Track record of being open, collaborative, dependable, coachable, and supportive in the long-term interests of the team.
- Fluency in Microsoft Excel and PowerPoint.
- Open to travel to various global jurisdictions in support of portfolio goals.
- Passionate about the meritocratic culture described by Ray Dalio in his book _Principles: Life and Work_.

**Qualifications**:

- At least one year of experience in investment management, finance, business or related role.
- Bachelor's degree demonstrating strong academic performance; significant coursework in economics or finance preferred.

**Compensation**:
Compensation for the role includes a competitive salary in the range from $100,000 - $140,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including a comprehensive employer paid medical plan and generous employer match for 401k.
- Please note that we do not provide immigration sponsorship for this position. _

  • Investment Banking Analyst

    7 days ago

    New York, United States PALAZZO Investment Bankers Full time

    PALAZZO is seeking to immediately hire an investment banking analyst. This candidate must have at least one year of relevant investment banking, finance, corporate development experience, or other relevant experience. The position is a combination of quantitative (financial models, financial statement analysis, and valuations) and qualitative (business...

  • Investment Banking Analyst

    3 days ago

    New York, United States PALAZZO Investment Bankers Full time

    PALAZZO is seeking to immediately hire an investment banking analyst. This candidate must have at least one year of relevant investment banking, finance, corporate development experience, or other relevant experience. The position is a combination of quantitative (financial models, financial statement analysis, and valuations) and qualitative (business...

  • Investment Analyst

    1 month ago

    New York, United States ACS Full time

    **INVESTMENT ANALYST** **ONLY W2 | NO THIRD PARTY | NO C2C** Immediate Investment Analyst (Mid Level) opening with one of the largest Financial Services & Investment Management corporations in the world. **REQUIREMENTS**: - **This is a Hybrid position (applicant must sit local to New York, NY)** - BA degree in the related field and at least 3+ years of...

  • Operations and Investment Analyst

    5 days ago

    New York, United States Moma Full time

    Salary: $85,000 to $95,000 annually Closing Date: May 22, 2024 Start Date: July 1, 2024Process: Screening questions, two interviews, and one case studySCREENING QUESTIONS Please note that you will receive an email after submitting your application that will include screening questions, which are due by the listed closing date at 5:00 PM ET. These questions...

  • Investment Banking Analyst

    3 weeks ago

    New York, United States Tandym Group Full time

    A recognized consultingservices firm in New York City is currently seeking a new Investment Banking Analyst to join their team in Manhattan . Responsibilities : The Investment Banking Analyst will be responsible for: Preparing valuations (i.e. comparable analysis, DCF, sum of parts, etc.) Providing a high level of qualitative and quantitative financial...

  • Investment Banking Analyst

    2 weeks ago

    New York, United States Robert W. Baird & Co. Incorporated Full time

    Analyst: Robert W. Baird & Co. Incorporated seeks Investment Banking Analyst, Capital Advisory (Equity Focus) in New York, NY to assist in prep of fincl models, etc. Salary $110,000K-$125,000/year. Apply at postingtoday.com/ Ref #54918 T Jobs. Keywords: Banking Analyst, Location: New York, NY - 10001

  • Investment Banking Analyst

    2 weeks ago

    New York, New York, United States Robert W. Baird & Co. Incorporated Full time

    Analyst: Robert W. Baird & Co. Incorporated seeks Investment Banking Analyst, Capital Advisory (Equity Focus) in New York, NY to assist in prep of fincl models, etc. Salary $110,000K-$125,000/year. Apply at Ref #54918 T JobsKeywords:Banking Analyst, Location: New York, NY

  • Credit Investment Analyst

    8 hours ago

    New York, New York, United States Selby Jennings Full time

    A firm with $7b AUM is looking to add a Credit Investment Analyst to their team based in New York. The role will focus on underwriting prospective new investments and monitoring existing portfolio positions, also assisting in portfolio management reporting. Responsibilities:Conducting primary due diligence, financial analysis, and industry research on...

  • Private Equity Analyst/Associate

    2 weeks ago

    New York, United States Riveria Investment Group Full time

    Riveria Investment Group is a New York based investment firm focused on acquiring and developing companies in the middle market. Riveria primarily focuses on growing companies with a history of positive operating cash flows in industries facing favorable long term trends across equity, debt and multi-family real estate. The core of our investment thesis is...

  • Distressed Investment Analyst

    2 days ago

    New York, NY, United States Selby Jennings Full time

    A $500m alternative asset manager in NY is looking for a distressed investment analyst (4-8 years) to join their investment team. Qualifications 4-8 years of investment banking, advisory, desk analyst and/or buyside experience in the restructuring and/or distressed investing. Strong financial modeling skills. Self starter with ability to work...

  • Healthcare Investment Banking Analyst

    7 days ago

    New York, United States Truist Financial Corporation Full time

    Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity capital raising, designated by Banking, Healthcare, Investment, Analyst, Strategic Advisor, Health

  • Investment Banking Analyst

    4 weeks ago

    New York, United States CSG Partners Full time $90,000 - $100,000

    Investment Banking Analyst (Immediate Hire)We're looking for diligent, coachable, and determined financial services professionals who have already started their careers at major investment banks, accounting firms, or related consultancies.CSG offers a hands-on training program, direct client involvement, and a competitive compensation package. You'll...

  • Investment Analyst

    5 days ago

    New Haven, United States Yale University Full time

    Responsible for all aspects of analyzing investment activities. Strong analytical and writing skills. 1. Analyzes endowment management issues including investment objectives, allocation of assets among different investment strategies, investment perf Investment, Analyst, Banking, Education

  • Investment Analyst

    4 weeks ago

    New Orleans, United States EPIP Full time

    The W.K. Kellogg Foundation with headquarters in Battle Creek, Michigan is a leading philanthropic institution supporting thriving children, working families, equitable communities, and the dynamic connection between the three. As one of the top ten largest foundations in the United States with an $8.5B endowment, WKKF funds organizations nationally and in...

  • Investment Banking Analyst

    20 hours ago

    New York, United States Evolve Capital Partners Full time

    INVESTMENT BANKING ANALYST: FINANCE & TECHNOLOGY (INSURANCE / CAPITAL MARKETS) DESCRIPTION Evolve Capital Partners (Evolve) provides investment banking advisory services to leading entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our core coverage verticals include Insurance and Capital...

  • Investment Banking Analyst

    4 days ago

    New York, United States Evolve Capital Partners Full time

    INVESTMENT BANKING ANALYST: FINANCE & TECHNOLOGY (INSURANCE / CAPITAL MARKETS) DESCRIPTIONEvolve Capital Partners (“Evolve”) provides investment banking advisory services to leading entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our core coverage verticals include Insurance and Capital...

  • Investment Banking Analyst

    4 days ago

    New York, United States Evolve Capital Partners Full time

    INVESTMENT BANKING ANALYST: FINANCE & TECHNOLOGY (INSURANCE / CAPITAL MARKETS) DESCRIPTIONEvolve Capital Partners (“Evolve”) provides investment banking advisory services to leading entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our core coverage verticals include Insurance and Capital...

  • Investment Banking Analyst

    3 days ago

    New York, United States Evolve Capital Partners Full time

    INVESTMENT BANKING ANALYST: FINANCE & TECHNOLOGY (INSURANCE / CAPITAL MARKETS) DESCRIPTIONEvolve Capital Partners (“Evolve”) provides investment banking advisory services to leading entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our core coverage verticals include Insurance and Capital...

  • Investment Analyst, Digital Assets

    1 month ago

    New York, New York, United States VanEck Full time

    The Investment Analyst will help source and generate investment opportunities within the digital asset space and communicate such efforts to clients and prospects.To ensure success in this role, the ideal candidate will be well-versed within the digital asset space and have a passion for cryptocurrency and the digital asset financial and fintech...

  • Investment Banking Analyst, Not-for-profit

    6 days ago

    New York, United States Jefferies & Company, Inc. Full time

    **Not-For-Profit Healthcare Investment Banking** Jefferies’ Not-For-Profit Healthcare Group provides a full suite of advisory and capital markets capabilities to market transforming not-for-profit health system and managed care clients. The Not-For-Profit Healthcare Group, of a team of 13 bankers, provides these services to clients across the US and...