Private Markets Investment Analyst
2 weeks ago
Company Overview:
The Dalio Family Office (DFO) is dedicated to supporting the Dalio family in their investment strategies, philanthropic initiatives, and various business endeavors. The DFO fosters a culture centered around impactful work and strong relationships, with a commitment to giving back to the community.
Investment Division Overview:
The Investment Division is tasked with managing the investment portfolios for the family’s diverse entities.
Position Overview:
The DFO is in search of a driven, inquisitive, and proactive individual with a minimum of one year of experience in the financial sector to join the cohesive Private Markets team. This team is responsible for assessing and managing illiquid investments, including private equity, venture capital, real estate, and credit. The selected candidate will focus on manager selection across various private investment categories. The role may also involve broader investment-related projects across different asset classes. This is a three-year term position with potential for extension based on performance and opportunity. Successful candidates often pursue further education, such as an MBA, with mentorship provided during this journey. The role is primarily based in New York City, with occasional travel to other locations as required.
Key Responsibilities:
- Investment Evaluation: Assist in the assessment, selection, and oversight of Private Markets investment managers, including conducting thorough due diligence and monitoring existing investments.
- Research and Analysis: Develop and maintain reports to identify prospective investments and opportunities, including ongoing pipeline management and comparative analysis across private investment categories.
- Due Diligence Support: Facilitate the manager due diligence process by gathering necessary information, performing analyses, and summarizing findings from meetings and calls.
- Investment Recommendations: Contribute to the preparation of materials for the investment recommendation process, including memos and presentations.
- Portfolio Monitoring: Create and manage models to project investment exposures and outcomes, utilizing third-party software as needed.
- Reporting: Assist in preparing reporting materials for key stakeholders within the DFO.
- Process Improvement: Drive enhancements in data analysis and management processes.
- Special Projects: Support the execution of strategic projects as required.
- A minimum of one year of experience in investment management, finance, or a related field.
- A Bachelor’s degree with strong academic performance; coursework in economics or finance is preferred.
The compensation package includes a competitive salary range and an excellent benefits package, which encompasses a comprehensive medical plan and a generous 401k match.
The DFO values diversity and is committed to creating an inclusive environment for all employees, treating every candidate and employee with respect and fairness.
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