Investment Associate at Andsimple
2 weeks ago
Andsimple stands as a prominent player in the financial advisory and asset management sector. Our strength lies in our people, fostering a collaborative environment where professionals are encouraged to learn and share knowledge.
We are committed to diversity, equity, inclusion, and allyship, which are fundamental to our employee experience. Our entrepreneurial spirit and streamlined structure empower innovative ideas and unique concepts to propel our business forward, allowing careers to flourish.
Key Responsibilities
- Contribute as a vital member of the Investment team throughout the investment process, which includes engaging with current and potential managers and conducting both quantitative and qualitative assessments of investment prospects.
- Support and advocate for investment perspectives.
- Analyze portfolio performance and characteristics, preparing recommendations for the Investment Committee.
- Assist in the due diligence process for new and existing private funds and direct co-investments.
- Conduct thorough industry and market research to identify and evaluate trends.
- Help prepare quarterly reviews of portfolio and market conditions.
- Assess current fund managers.
- Maintain spreadsheets for manager exposure and attribution.
- Present analytical findings to the investment team.
- Perform ad-hoc analyses and research in response to client inquiries regarding direct investments and third-party managers.
- Participate in meetings with investment managers.
- Document and maintain meeting notes.
- Manage the Salesforce database, including details on managers, funds, contacts, and pipeline.
- Experience in investment management or a related finance-oriented field.
- A Bachelor's degree in economics, accounting, finance, or a similar discipline is preferred.
- 2-4 years of experience within a financial institution, valuation firm, endowment/foundation, family office, or fund of funds.
- Ability to work independently and proactively as part of a small, cohesive team with minimal supervision.
- Exceptional attention to detail, capable of managing multiple tasks while meeting deadlines.
- Strong quantitative and analytical capabilities.
- Proficiency in Microsoft Office Suite.
- Excellent interpersonal, communication, and presentation skills.
- A collaborative and collegial approach.
- A commitment to continuous improvement.
- Willingness to engage in some domestic and international travel.
Compensation: $115,000 – $140,000 annually
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