Investment Analyst (Private Markets & Manager Selection)

New York Permanent $100,000 - $120,000 per year
  • Play a pivotal role within a close-knit, dynamic team
  • Work with the VP to offer investment insight & direction to family office

About Our Client

Our client is a family office in NYC. The family office will support the goals of the family through investments in the US market. This role is 5 days a week in office in midtown NYC.

Job Description

  • Conduct in-depth research and analysis on private market investment opportunities, including private equity, private credit, venture capital, and real estate.
  • Conduct in-depth research on various fund managers for potential asset allocation.
  • Evaluate investment strategies, market trends, and competitive landscapes to identify attractive opportunities and potential risks.
  • Perform financial modeling, valuation, and due diligence to assess the feasibility and potential returns of prospective investments.
  • Prepare investment memos, presentations, and reports for internal stakeholders.
  • Collaborate closely with investment professionals and senior leadership to support investment decision-making and portfolio management activities.
  • Monitor and track portfolio performance, market developments, and regulatory changes affecting private markets.

The Successful Applicant

  • Bachelor's degree in Finance, Economics, Business, or a related field; advanced degree (e.g., MBA, CFA) preferred.
  • 1-5+ year of experience in a family office or small investment firm setting with a focus on private markets or manager selection.
  • Strong analytical skills with proficiency in financial modeling, valuation techniques, and investment analysis.
  • Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and concisely.
  • Detail-oriented with a demonstrated ability to manage multiple projects and prioritize tasks effectively.
  • Team player with a proactive attitude, intellectual curiosity, and a passion for learning and growth.
  • Proficiency in Microsoft Excel, PowerPoint, and other relevant financial analysis tools.

What's on Offer

Base salary + annual cash bonus

Lisa Leveille
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Job summary

CFO & Financial Management
CFO & Financial Management Subsector
Financial Services
New York
Contract type
Consultant name
Lisa Leveille
Job reference

About Page Executive

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