Job Description

Job Description

Job Summary :

The Investment Analyst will work closely with the other members of the Family Office’s investment team, as well as Accounting, Finance, and Family Services colleagues. The Investment Analyst will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office.

This position will deal with highly sensitive and confidential information. Absolute discretion, confidentiality, and professionalism are required.

Key Responsibilities:

• Responsible for maintaining and updating internal investment reporting files for all investment documentation received.
• Create, compile, and update performance metrics, presentations, investment reports, and transaction schedules for stakeholders.
• Work with third-party administrator and software providers to ensure accuracy of investment reporting.
• Assist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion.
• Conduct investment analysis, due diligence, and research on existing managers and market themes.
• Assist with monitoring existing fund investments, co-investments and manager relationships.
• Assist in the preparation of investment memoranda, investor letters, and portfolio updates.
• Participate in update calls with investment managers as requested.
• Prepare and monitor financial reports and statements requested by stakeholders.
• Participate in special projects and additional tasks as requested.

Required Knowledge, Skills, and Abilities:

• Bachelor’s degree with focus on finance, economics or accounting. Additional degrees and certifications are a plus.
• Up to two (2) years’ experience working in a financial services firm, investment manager or family office. Experience with a family office or with high-net-worth clients encouraged.
• General knowledge of investment products and strategies including passive investments, mutual funds, hedge funds, private equity, and structured notes.
• Evidence of self-motivation, initiative, and the ability and willingness to learn and accept higher-level responsibilities.
• Demonstrate strong organizational, time management, and planning skills with the ability to independently prioritize work.
• Demonstrates a professional and positive demeanor at all times.
• Detail orientated with superior organizational skills.
• Team player with the ability to collaborate with others while also able to work independently.
• Ability to work in a fast-paced, evolving environment and assist with other duties as assigned.
• Flexibility and ability to adapt to changing priorities and multi-task with demonstrated attention to detail and accuracy.
• Must be highly confidential, exercise absolute discretion, and display strong judgment. Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality
• Computer proficiency with Excel, PowerPoint and Bloomberg. Additional experience with investment reporting software (e.g., Addepar) is a plus

Working Conditions:

• Work in an office environment.
• Exposure to travel conditions by automobile, airplane, or public transportation.
• Ability to work in New York City and travel as required.

Salary Range: $85,000-$105,000

The physical demands and work environment characteristics described here are representative of those a colleague encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The above is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not to be construed as an exhaustive statement of all supplemental duties, responsibilities, or nonessential requirements. IFO Group, LLC has the right to change, modify, suspend, interrupt or cancel in whole or in part any job functions outlined in a job description at any time and without advance notice to the employee.

Job Tags

Similar Jobs