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 projectsMaintain 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 decisionsBoard & 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 analysisSupport a varied of insurance related business investement.Skills & Experience
5+ years of experience in finance / private equity fieldExceptional 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.