Blackstone is the world’s largest alternative asset manager. They seek to create positive economic impact and long-term value for their …
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