We are looking for a high performing individual who is incredibly strong in performing due diligence on private equity and private real estate investments. As a dependable team member in driving valuable information and insights, this role is a critical contributor to the success of the organization. Ideal candidate is service-focused and will be responsible for our client’s portfolio management activities, such as performance review, asset allocation review, and trading. The Investment Analyst will serve as a business partner to members of the investment committee. Responsibilities in doing so: conduct market, economic and investment research, present well-prepared research and analysis on current investments, as well as proposed investment or allocation changes, and question or debate other committee members’ research and analysis to encourage comprehensive thinking.
Investment Analyst is the one of the primary in-office point of contact for Advisors and works closely with the Client Service Associates to ensure a high level of client support is delivered in a responsive manner with exemplary advice. The Analyst will partner with Advisors as a back-up for client accounts which includes direct client interaction via in-person meetings, email and telephone. Conduct and participate in meetings as appropriate. Analyst will handle incoming Advisor or client due diligence requests on private investments and assist in sourcing new private investment opportunities.
Analyst will build collaborative working relationships throughout the organization and inspire confidence from the investment team by providing excellent analytical support; instilling a service orientation across multiple departments; identifying and implementing system and process improvements; meeting the needs of internal stakeholders or ahead of schedule; creating a culture of transparency, information sharing, accountability and efficiency; and, communicating and setting clear priorities and performance expectations.
At the request and direction of the CIO, candidate will meet with outside investment firm representatives and maintain strong working relationships with each of our investment partner firms. Additionally, candidate will review private wealth management technology to continue the firm’s strength in using top of the line solutions for both our internal use and client facing tools.
This position drives direct impact internally among colleagues and externally for clients. As an investment team member of the firm, ideal candidate will create a culture of collaborative advice and high-touch client service throughout the company between advice departments. As an advisor to the CIO, this position requires more than an ability to complete directives provided by the CIO. It demands a thoughtful partner capable and willing to give feedback where needed.
WHAT YOU LOVE TO DO
Lead or mentor others toward team success
Provide effective coaching to others
Obsess over Type A things, like formatting uniformity, consistency in design, and organization
Address the smallest details others seem to gloss over
Lend a hand beyond your job description
Solve puzzles, use critical thinking skills, re-arrange things to make greater sense
Give and receive feedback to increase professional growth
Own to the extreme - control the execution of projects to guarantee expectations are meet or exceeded
Leverage your tech prowess to find new efficiencies and innovation in administrative process
Propose thoughtful solutions when faced with a challenge
Achieve high-performance goals
WHO YOU ARE
Team player with a passion for investments
A high performing achiever type
Working knowledge of asset allocation theory, modeling, and performance measurement
Responsive to requests by others
Client-service driven to the core
Analytical by nature
A “doer” who can execute with immaculate detail
Relationship builder & team player
Adaptable, innovative, and versatile
Self-starter who activates and executes
Calm under pressure
Self-learner who is known for being ambitious and curious
Critical evaluator of information gathered from multiple sources, reconcile conflicts, and decompose high-level information into details
A good human with a strong code of ethics
RELEVANT EXPERIENCE AND MINDSET
A bachelor’s degree from an accredited college or university: Business, Finance, Economics, or Investments/Actuarial/Mathematics
Hold a CFA and/or CAIA designation
10 years or more of experience in the financial services industry being a high-achiever with a reputation for being a rockstar that gets things done (client service, consulting, portfolio management, financial planning)
5 years or more of experience performing due diligence on private investments
Record of success in improving processes and leading department growth
Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage lateral and upwards
Proficiency across many of the following platforms: Morning Star, Bloomberg, Black Diamond, Salesforce, or RedBlack
Emotional maturity and professional mindset
Strong presentation skills including the ability to make concise arguments with conviction
Excellent communication skills, both written and verbal
Proficiency in all areas of Microsoft Office and Apple iOS mobile; must be very tech savvy
United States work authorization
Criminal Background check is required
Please visit our Careers Page for benefit information.