Investment Analyst

Job Description

Job Summary :

The Investment Analyst will work closely with the other members of the Family Office’s investment team, as well as Accounting, Finance, and Family Services colleagues. The Investment Analyst will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office.

This position will deal with highly sensitive and confidential information. Absolute discretion, confidentiality, and professionalism are required.

Key Responsibilities :

• Responsible for maintaining and updating internal investment reporting files for all investment documentation received.
• Create, compile, and update performance metrics, presentations, investment reports, and transaction schedules for stakeholders.
• Work with third-party administrator and software providers to ensure accuracy of investment reporting.
• Assist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion.
• Conduct investment analysis, due diligence, and research on existing managers and market themes.
• Assist with monitoring existing fund investments, co-investments and manager relationships.
• Assist in the preparation of investment memoranda, investor letters, and portfolio updates.
• Participate in update calls with investment managers as requested.
• Prepare and monitor financial reports and statements requested by stakeholders.
• Participate in special projects and additional tasks as requested.

Required Knowledge, Skills, and Abilities :

Working Conditions :

Salary Range : $85,000-$105,000

The physical demands and work environment characteristics described here are representative of those a colleague encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The above is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not to be construed as an exhaustive statement of all supplemental duties, responsibilities, or nonessential requirements. IFO Group, LLC has the right to change, modify, suspend, interrupt or cancel in whole or in part any job functions outlined in a job description at any time and without advance notice to the employee.