Investment Analyst

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