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Investment Analyst | Global Family Office |
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Investment Analyst | Global Family Office

Investment Analyst | Global Family Office

Analyst, San Francisco

The Investment Analyst supports the evaluation of investment managers across public markets and private markets, including private equity, venture capital, hedge funds, fixed income, equity, credit, and real estate.

Responsibilities

  • Creating and maintaining financial models to monitor existing portfolios and investments
  • Supporting proprietary research on asset classes and capital markets
  • Manage performance templates and forecasting models
  • Key contributor to investment operations and supporting teams
  • Work closely with the entire team to learn to drive improvements in the investment process

Qualifications

  • Bachelor’s degree in finance, economics, mathematics, or another quantitative field from a top university with a proven record of academic achievement
  • Experience in buy-side investing, equity or fixed income research, investment banking, consulting, or other quantitative role with a proven record of academic achievement view favorably
  • CFA and/or CAIA is a plus
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