Senior Investment Analyst

About the firm

This firm is a specialized division of a major U.S. financial institution dedicated to serving ultra‑high‑net‑worth families. It operates like a modern multi‑family office, offering highly customized wealth planning, investment consulting, private banking, philanthropy strategy, and family governance support. With a boutique service model backed by the resources of a large bank, it focuses on helping clients preserve, grow, and thoughtfully transfer wealth across generations while aligning financial decisions with long‑term family values and legacy goals.

About the role

Recruitment Consultant at Alexander Chapman | Private Investments

Responsibilities

• Conduct in‑depth research and due diligence on traditional and alternative investments, including fund managers and direct opportunities.
• Support portfolio construction and asset allocation decisions by developing market insights, performance analysis, and risk assessments.
• Prepare customized client reports, investment proposals, and strategic recommendations tailored to complex family office portfolios.
• Monitor existing investments, track performance against benchmarks, and identify rebalancing or optimization opportunities.
• Collaborate closely with advisors, wealth strategists, and internal investment committees to deliver integrated solutions for ultra‑high‑net‑worth clients.

Qualifications

3-4 Years of Experience

Seniority level

Associate

Employment type

Full‑time

Job function

Finance

Industries

Financial Services and Investment Banking

Location

San Francisco, CA

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