A single-family office is searching for an Investment Analyst in Marketable Alternatives and Public Equity. This is a rare opportunity to join a prestigious single-family office with an emphasis on alternative assets, including hedge funds, private equity, and directional public equity strategies. The Investment Analyst will need to be intellectually curious, detail-orientated, creative, diligent and self-motivated to succeed in this role.
Key responsibilities:
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Conducting thorough due diligence on potential and existing third-party investment managers
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Analyzing the single-family office’s historical portfolio construction
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Evaluating performance records
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Drafting memoranda detailing manager recommendations for the family office’s internal committee
Requirements:
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Bachelor’s or Master’s degree in Finance, Economics or Business from a top-tier university, or equivalent experience
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Understanding of basic financial concepts
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Demonstrated interest in alternative investment
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Strong quantitative or statistical proficiency
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Superior written and oral communication skills
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Experience with Microsoft Word and Excel
Desirable:
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CFA/CAIA qualification
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Familiarity with database software, such as eVestment, Bloomberg, Burgiss and Prequin
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Exposure to professional money management firms or managers
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Candidates with a strong link to Philadelphia
Compensation and benefits are commensurate with comparable investment roles, dependent on experience.
Please send your C.V. and cover letter to Dominic at dominic@thetrustedinsight.com for consideration.
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