Investment Analyst
2 weeks ago
Analyst - Investment Management
Analysts are responsible for supporting both the Investment Management and Capital Formation teams in all capacities. Key responsibility areas for the Analyst include:
Key Responsibilities:
- Support the expansion and service of the firm's co-investors
- Create performance and investment materials on the firm's investments for their co-investors
- Organize co-investor meeting materials for members of the Investment Management team
- Evaluate new investment opportunities and support the monitoring of existing investments
- Perform top-down and bottom-up analysis on public and private investment opportunities
- Conduct initial due diligence and prepare Investment Memos to be presented to the Investment Committee
- Engage in routine communication with external managers to monitor existing investments
- Assist in internal portfolio tracking and management
- Provide daily updates and transparency to the portfolios to enable Portfolio Managers to make effective trading decisions
- Assist with facilitating and reconciling trades within the equity, derivatives, and futures markets
Your success as an Analyst in the Investment Management team will be measured by:
- Your ability to deliver quality work on time, with excellent attention to detail
- The ability to work within and across teams to bring success to all members of the firm.
Requirements:
- Bachelor’s degree with a strong academic record
- 2-4 years prior experience in a related field
- Ability to work in a fast-paced environment under strict deadlines
- Exceptional organizational and written communication skills with exacting attention to detail
- Strong research experience and financial knowledge. Understanding accounting and financial valuation is a plus.
- Experience in DC, Caissa is a strong plus.
- Proficiency with Excel and Microsoft Office. Experience with VBA is a plus.
- Strong practical understanding of underlying macro-and micro-economic forces and trends
- Ability to quickly learn and utilize quantitative modeling techniques
- Outgoing personality and the ability to interact with rooms full of people with confidence
- Selfless team player with a strong work ethic
Compensation Structure:
- Base salary will be commensurate with experience
- Bonus opportunity will be tied to effectiveness measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
- After 30 days of employment, you will be eligible to participate in the firm's Matching 401k plan
- The firm offers a generous PTO plan, along with an excellent Benefit Portfolio
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