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Analyst to the CEO

Analyst to the CEO

Bonaventure Shared Services, LLCAlexandria, VA, US
18 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Job Title : Analyst to the CEO

Location : Alexandria, VA – Onsite

Reports To : Founder & Chief Executive Officer

Why This Role Matters :

This is not a traditional analyst role. It’s a unique opportunity to work directly with a visionary CEO, gaining exposure to high-level strategy, personal finance, and entrepreneurial ventures. You’ll be trusted with sensitive information, empowered to lead initiatives, and expected to bring solutions — not just problems — to the table.

Overview of Role :

We are seeking a highly intelligent, self-directed, and versatile analyst to serve as a strategic right hand to the CEO. This role blends financial analysis, research, and project management across a diverse set of domains — from managing a public stock portfolio, overseeing family office responsibilities to supporting board-level business decision making. The ideal candidate is a student of business, obsessed with execution, hungry for growth, and thrives in a fast-paced, high-trust environment.

This role is perfect for you if :

  • You are self-directed and proactive; thrives with autonomy.
  • You have curious mind and are a lifelong learner.
  • You are a student of business with a broad appetite for understanding industries and strategies.
  • You are obsessive about execution — you get things done with precision and urgency.
  • You are resilient — you solve problems and navigate obstacles with creativity and confidence.
  • You are self-confident without being cocky — comfortable in high-stakes environments.
  • You love digging into the details and can articulate the strategy for business decisions.
  • You continuously reprioritizes needs based upon the overall business needs.

Example Responsibilities :

Financial & Investment Analysis

  • Manage and monitor public stock portfolios, including performance tracking and rebalancing recommendations.
  • Ad hoc projects
  • Maintain and update personal financial statements and related documentation.
  • Analyze trust loan structures and opportunities.
  • Conduct due diligence on new business and investment opportunities.
  • Coordinate with external advisors and internal stakeholders to drive project execution.
  • Prepare executive-level summaries and recommendations for strategic decisions
  • Board & Business Support

  • Provide analytical support for businesses where the CEO serves on the board.
  • Assist in evaluating acquisition opportunities.
  • Lead execution of specific initiaves, i.e. business acquisition due diligence, new product launches, competitor analysis
  • Support a varied of insurance related business investement.
  • Skills & Experience

  • 5+ years of experience in finance / private equity field
  • Exceptional financial modeling and analytical skills.
  • Experience in investment analysis, corporate finance, or family office operations.
  • Strong project management and multitasking abilities.
  • Familiarity with trust structures, insurance, and alternative investments is a plus.
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    Ceo • Alexandria, VA, US

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