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A family office in Santa Monica, CA is seeking a highly motivated professional to join a growing team to focus on investment reporting and analysis.

Responsibilities

  • Perform analysis of investment portfolio performance and generate investment reports
  • Update investment data in Burgiss Private i software
  • Maintain close relationships and regular communication with fund managers
  • Assist with researching new fund managers and alternative investment opportunities
  • Prepare long term cash flow forecasts and plans by projecting distributions and capital calls, and preparing tax estimates
  • Support investment operations

Qualifications

  • Analyst or associate level hire with proven record of academic achievement
  • CPA preferred with minimum of 2-3 years professional experience, with some experience/understanding of private equity and hedge funds
  • Strong analytical and computer skills, including Excel/financial modeling and general IT proficiency (e.g., PowerPoint, Word, Adobe and other software tools)
  • Maturity to represent Heritage Group well with strong interpersonal and verbal/written communication skills
  • High integrity, trustworthy, loyal – expected to stay long term, not a short-term role
  • Attention to detail, organized and efficient, able to multi-task and work in a small entrepreneurial environment
  • Position based in Santa Monica, CA and preference for local candidates

Employees

David Mcclellan

Manager

United States

Erez Barnavon

Manager

United States

Troy Fukumoto

Manager

United States