2026 Investment Analyst

Job Description Summary

Pandi, LLC ("Pandi") is a Kansas City-based family office investment firm that advises and manages multi-asset investment portfolios totaling more than $2 billion. Our client portfolios are invested globally, across economic sectors and asset classes, including both publicly traded and privately held securities. The primary work with our clients focuses on (a) defining the overall investment strategy, (b) setting strategic asset allocation targets, (c) selecting, underwriting, and monitoring specific investments, and (d) ensuring our clients have a holistic view of performance. We also provide advisory services to our clients' private companies as they contemplate merger, acquisition, divestiture, or other capital market transactions. One private enterprise our clients own and operate is Sporting Kansas City, which is the Major League Soccer franchise based in Kansas City.

Pandi is seeking a self-motivated Investment Analyst to support the investment management team. Successful candidates will be able to create and synthesize financial and business strategies for existing portfolio companies, evaluate new investment opportunities, and analyze and monitor investment performance. The Investment Analyst would gain experience in venture capital, private equity, direct investments, public credit and equity markets, real estate, and corporate finance. Other investment-support functions may include financial planning and forecasting, strategic planning, estate planning, tax, and other unique projects as needed.

Job Description

RESPONSIBILITIES

• Key contributor within the investment team to drive improvement of the investment process
• Work closely with the investment team to identify and execute value creation strategies for client portfolios and portfolio companies
• Support the investment research process for various asset classes, capital markets, and specific private or public companies
• Analyze and research new investment opportunities across a variety of asset classes and end markets
• Support and execute operational and strategic initiatives for clients, investments, and portfolio companies
• Prepare and maintain financial models, cash flow projections, and valuation analyses
• Monitor investment performance and prepare financial reporting packages for clients
• Create presentations for internal use and for client purposes

QUALIFICATIONS

APPLY by Sunday, September 14, 2025.

Please contact diana.rivera@pandikc.com with any application questions.