Trusted Insight | Investment Analyst | Philadelphia, Pennsylvania, United States of America | Investment Job

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:

Conducting thorough due diligence on potential and existing third-party investment managers
Analyzing the single-family office’s historical portfolio construction
Evaluating performance records
Drafting memoranda detailing manager recommendations for the family office’s internal committee

Requirements:

Bachelor’s or Master’s degree in Finance, Economics or Business from a top-tier university, or equivalent experience

Understanding of basic financial concepts
Demonstrated interest in alternative investment
Strong quantitative or statistical proficiency
Superior written and oral communication skills
Experience with Microsoft Word and Excel

Desirable:

CFA/CAIA qualification
Familiarity with database software, such as eVestment, Bloomberg, Burgiss and Prequin
Exposure to professional money management firms or managers
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.

39 Applicants