We are a private, institutional family office committed to preserving and compounding capital over a multi-generational horizon. Our work encompasses constructing a multi-asset global investment portfolio, fostering cross-border partnerships, and contributing to the family’s legacy and philanthropic goals.
The Investment team has a singular focus which is the performance of the overall portfolio, and all members of the team take ownership of the entire portfolio. Importantly, the generalist model is supported by a partnership culture in which the collective team engages in focused debates about investment opportunities both within asset classes and across the investment universe. The Investment team seeks a highly motivated junior professional to provide analytical, research and investment process support to the team. The successful candidate will have a demonstrated record of academic achievement, strong modeling skills, success working in a team environment, and a strong desire to learn about institutional investing.
Responsibilities:
· Operate as an integral member of the Investment team by supporting the senior members of the team on the full spectrum of evaluating both prospective and existing investments and managers.
· Provide analytical support across the portfolio, particularly in the areas of:
o Monitoring and assessing existing portfolio investments including performance, risk/exposures and news flow across asset classes.
o Assist in new manager diligence by participating in calls and meetings, researching the opportunity set, assessing the overall performance and attribution of the manager and performing comparative analysis.
o Examples might include: LBO modeling, comp analysis, return attribution analysis, etc.
· Contribute to ad hoc research projects on different countries, industries, markets and investment strategies.
· Further develop investment skills and contribute to the investment dialogue among the Investment Team.
· Provide general support to the team on day-to-day tasks.
· Experience in researching and investing in direct deals and/or co-investments is a plus.
Qualifications:
· Demonstrated academic ability (BA or BS degree).
· Two to Four years post-college experience in investment banking, finance, consulting or investing.
· Excellent financial modeling (MS Excel) and quantitative skills required.
· Demonstrated passion for investing with some basic knowledge of institutional investment management.
· Proactive self-starter with strong work ethic and professional attitude.
· Excellent interpersonal and communication (both oral and written) skills.
· Ability to handle multiple tasks at once with accuracy and attention to detail.
· Team player who prioritizes success of the team over individual achievements.
· Willingness to travel, including outside the Country.
· Unquestionable ethical standards.
